ifPeople's presentation of Plone-salesforce.com integration for partners of the Salesforce.com Foundation

1. Plone-Salesforce Integration
Christopher Johnson
cjj@ifpeople.net
678 608 3408
www.ifpeople.net

2. What is ifPeople?
•
Social Enterprise
•
Partnership-Based
•
Strategy Centered

3. Our Principle:
Cutting-edge technology should be used
to better serve the companies and
organizations that better serve the world.
Good Tech + Good Strategy = Success

4. Our Clients:
Nonprofits | Green Businesses | Education
Social Enterprises | Small Businesses
Our Services:
Strategic Consulting | Online Marketing
Development: CMS (Plone) | CRM (SFDC)
Training | Support

5. •
User-Friendly
•
Open Source
•
International Community
•
Extensive functionality
•
Customizable

6. 
How do I get information I collect
to where I want to manage it?

How do I collect more information
from my website?

I don't want to duplicate it all!

9. Van Jones
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10. All requests
come in
through a
form
•
Built in Plone
•
Easy to edit
•
Dumps directly
to Salesforce

11. Request dashboard in Salesforce

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29. Demo #3:
E-Commerce Integration

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31. Goal: Grow online revenue
•
Make the giving process
easier
•
Make tracking and
reporting on giving easier
•
Reduce technical staff
costs of data management

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33. Shopping cart and additional donations

34. Checkout = Valuable Information

35. User data
04/23/09

36. data
order
payment
04/23/09

37. data
order
payment

contact

opportunity
04/23/09

donation details

38. Contact record with donation

39. Donation details include products

40. All web donations roll up to campaign report

41. •
Web-to-x Forms
•
E-commerce
•
Events RSVP
•
Data from salesforce.com
shown/interactive in Plone
•
Login authentication via salesforce.com

42. Utilizing the Solution
Website Approach: Creating Website:
“Bolt On” Open Source
For simple sites DIY route
Website Relaunch Utilize Consultant
Most powerful Help with design,
products, and training