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Salesforce World Tour New York

Salesforce World Tour New York

Javits Center, 655 W 34th St. New York. NY. 10001 | Thursday, December 14, 2017, 8:00 am - 5:30 pm Lodge Stop by the lodge to hear from nonprofit and education trailblazers! Learn how to innovate faster, empower users, and connect with all of your constituents in new ways. Check out the sessions we’ll be hosting below and in the mobile app.
  • Time: 1:00 - 4:30 pm
  • Location/Room: Javits Center, Room 3D12
  • Six theater sessions Booth in Customer Success Expo Stop by the booth in the Customer Success Expo to learn more about Salesforce for Nonprofits and Salesforce for Education.
  • Hours: 8:00 am - 5:30 pm
  • Location: Javits Center, Customer Success Expo Sessions

1:00 - 1:20 pm Nonprofit Success Pack Overview: Live Demo Download slides Join us for a live demo of the Nonprofit Success Pack (NPSP). Developed by and the Community, NPSP is the foundation of the Connected Nonprofit, giving you the tools you need to gain a complete view of your constituents, raise more resources, and connect your organization like never before.
1:30 - 1:50 pm The Wildlife Conservation Society Manages Visitors, Members, and Donors Together Download slides This year, the Wildlife Conservation Society (WCS) embarked on a transformational project with Salesforce to eliminate siloed systems and bring together visitor, member, donor, and advocate data in one place. This session will focus on how WCS is leveraging the Nonprofit Success Pack (NPSP), Sales Cloud and the Marketing Cloud to build sophistication into how they engage with their constituents.
2:00 - 2:20 pm Driving Impact on the NPSP: The Per Scholas Story Download slides Per Scholas was founded more than 20 years ago with a mission to open doors to transformative technology careers for individuals from often overlooked communities. Per Scholas uses the Nonprofit Success Pack (NPSP) to manage Households, Contacts, Affiliations, Campaigns, Opportunities, Deliverables, Payments for their donation, grants and matching gifts. In addition to the standard NPSP fields, they've added custom fields on the Deliverables object to manage personnel assignments along with email templates and notifications to inform the appropriate staff when a deliverable is nearing its due date.
2:30 - 2:50pm Creating a Single Source of Truth with Salesforce: The Tale of a Nonprofit Download slides YAI supports people of all ages with intellectual and developmental disabilities in achieving the fullest life possible by creating new opportunities for living, loving, working and learning. Join their team to learn how they are using the Nonprofit Success Pack (NPSP) for data collection making Salesforce their single source of truth.
3:00 - 3:20 pm Power up your Connected Campus with a University-Wide CRM Center of Excellence! Download slides CRM technology is taking Higher Ed by storm! Join Harvard University and find out how a CRM Center of Excellence can be deployed as a success multiplier, bringing situational leadership and enterprise-wide solutions to an extremely federated University business model.
3:30 - 4:10 pm How NYU Steinhardt Adopted Industry Business Practices for Higher Ed Operations Download slides Do you have legacy people, process, or technology preventing your organization from having streamlined and meaningful data? Learn how NYU Steinhardt transitioned and transformed academic and administrative operations by unifying ad-hoc databases, standardizing department tracking systems, and ensuring student and school compliance. This session will provide tangible examples of how NYU Steinhardt designed and implemented Salesforce to create a centralized data management system to track and manage affiliation agreements and student experiential learning.

Agenda Overview

    8:00 am - 5:30 pm Registration and Customer Success Expo*
    8:30 am - 9:45 am Sessions**
    9:45 am - 10:00 am Keynote Opening
    10:00 am- 11:30 am Keynote: “Blaze Your Trail”
    12:00 pm- 4:40 pm Sessions**
    4:40 pm - 5:30 pm Networking Reception in the Customer Success Expo