 No problem. Thanks for joining us today for this special webinar. We say all of our webinars are special. This is really for the new members. How can TechSoup support my nonprofit? And that's what we want to share with you today. My name is Aretha Simons. I'm the webinar producer here at TechSoup. I had the pleasure of introducing our presenters. But before I do that, I want to discuss how you can engage today. We already know you're going to be engaging in the Q&A section. I did turn the closed caption on. So for those of you who need it, it will be there. We will share the presentation and the video within 48 hours. So look for that in your email. Now I'm going to move out of the way and introduce our speakers. Today we have with us Nick Finn. He's the senior director here at TechSoup. And we have Kevin Mohall. He's a TechSoup customer success manager. And then we have the beautiful Kelly Garrett. She's the associate manager of TechSoup client services. So Nick, I'm going to turn it over to you. Thanks. Well, hello everybody. And good morning at least from the West Coast, which is where I am. Although I don't live directly in front of the Golden Gate Bridge. It's one of the classic scenes here. I'm in Oakland, California. And yeah, thank you for joining us today. This today's webinar specifically designed to help nonprofits that have just joined TechSoup to learn more about how TechSoup can support your nonprofit, what we do here. And how to engage with us and how we can be helpful to you. And we invite you to drop any questions that come up for you into chat during the course of the webinar. I'm going to lead us through several elements of the catalog. And then toward the end of the catalog, Kevin and Kelly, you're both going to jump in here as well and do a little deeper dives into some specific areas that are important for new folks at TechSoup to understand. But before we get going, I'm going to start with a quick buzzword alert because anytime you're talking about nonprofits and technology, there are a couple of phrases that pop up that may not necessarily be intuitive for folks. They may be the first time you've heard them. So I'm just going to call them out right here on the front end. And that way there's no questions when we run into them later. The first buzzword is digital transformation, which you may, you may hear in grant applications, you may hear blogs and folks online talking about digital transformation. Some folks may know exactly what that is, but I don't want to assume that people do. And so just in a very simple way, digital transformation really is just the process of becoming a more tech savvy nonprofit. It's the willingness to walk away from old paper and pencil systems and to adopt new systems that are more secure, faster, easier to use, and that support your nonprofit in ways that the modern world kind of requires. A second buzzword that you may hear bandied around is the term civil society. And really in simple way, civil society is just non-governmental people and organizations. It's the folks on this webinar who are working to help their communities to make a better world and a better planet. But you'll hear civil society pop up in a lot of places when it comes to technology and nonprofits. And then finally, something we'll touch on a few times during today's conversation is cloud adoption. And cloud adoption is really just the process of moving towards using more modern web-based tools. You can think of cloud adoption as being part of digital transformation. But the main thing is just don't be intimidated by these phrases when they pop up. Sometimes they can feel a little bit inside ball as we sometimes call it. But these are the simple things of what they really mean. Now let's really get into the meat of what is TechSoup? How can we be helpful to you? And what can you use TechSoup for? So let's start. First of all, like you, TechSoup is a 501c3 nonprofit organization in the United States. And we are also part of a global network. We are not just a U.S.-based organization. We work around the world with thousands of other nonprofits. And around the world, our mission is the same, which is to help nonprofits use technology to build a more equitable planet. And the reason TechSoup plays an important role is because, let's face it, technology is not always the most intuitive thing. For some folks it is, but not for all of us. And nonprofits already have a lot of work on their plate. And sometimes knowing which technology to be using for what process can be difficult to figure out. TechSoup is here to help you with that process. We are here to help you accomplish your mission and to use technology to do that. How do we do that work specifically? Well, we host a catalog of affordable technology products from major technology brands. These are just a few of them, but Microsoft, Dell, Intuit, Adobe, many, many more. And that catalog is one of the primary places where nonprofits engage with TechSoup. And we're going to look a little more deeply at what that catalog is. And in addition to those technology products, TechSoup also now provides services to support nonprofits in the adoption of technology. When we're troubleshooting technology, if you need help with the long-term management of your technology stack, TechSoup can help you with that. And then we also have numerous very specialized services, which we'll get into a little bit more later in this presentation. But so we've got products and we've got services. Those are the two big things that we really engage with nonprofits around. And then finally, we're also a source of education and training and courses for nonprofit staff and volunteers, because even when you've got technology and your nonprofit is using it, there is staff turnover. You recruit new volunteers from the community. And some of them have great technical skills already, which is great, and they can really help. But other folks need some help getting up to speed on particular pieces of technology, or they want to learn how to use a specific piece of technology because they think that can really help the nonprofit. So products, services, and education. That's the trio of things that TechSoup is probably best known for in terms of how we support nonprofits. We also do our own grant-based programming, like many of the people on this call. And we're not going to go into that piece of TechSoup very deeply today. But we are, when I say just like you, in the sense that we're a 501c3, we also run our own programming, like the nonprofits on this webinar do. And that's grant-funded programming, and it covers all sorts of different areas. But there's some really cool work that TechSoup does. And as you start to use TechSoup and engage with us, you'll be exposed to some of that as well. So let's talk about being a 501c3 in a global network. Like I said, like you, we are a 501c3. And we really do have a perspective. And our perspective is that technology is a very, very powerful tool. And we have seen over time how nonprofits have been able to use that tool to solve really big issues and make progress on critical questions that they face. And that's, again, not just in the U.S. but around the world. And so to go back to one of those buzzwords I mentioned, we believe Tech can help civil society to build a better planet and a better future for all of us. That's our perspective. We really do believe that that's something we can accomplish. But there are some blockers to accomplishing that. And one of the things that we know is that cost can be a major blocker around technology. Technology requires a lot of research and development. There are specialized skills that go into building software stacks in particular. And all of this really combines to make tech in some cases extremely expensive. So one of the things TechSoup tries to do, we'll talk about this more as we get to the catalog view, is we actually negotiate on behalf of nonprofits with big tech companies. And we try to provide pricing through the TechSoup website to nonprofits. Pricing that is not the same as what you would just see on the open market. The prices are lower. And the reason we do that is because we know nonprofits, because again, we are one. We don't operate with the same budgets that giant corporations and big businesses do. Our entire revenue structure is very different. We depend on grants. We depend on fundraising. And that means we're always stretched thin. We're always trying to do more with less. And that means that when it comes to getting technology, costs can be a real blocker. So TechSoup really tries to negotiate pricing that helps nonprofits to acquire that technology. In the past, we have seen that some nonprofits have saved as much as $18,000 over the course of their lifetime relationship with TechSoup. That number changes over time. A lot of the time because, you know, the entire way we pay for technology is really changing these days. In the old days of TechSoup in the early 2000s, a lot of what we did was provide, you know, CD ROMs, compact disks of software. We would FedEx those out or deliver them by hand to nonprofits who needed them. But of course these days, that's not how you get software anymore. In almost every case, you're downloading it directly off the internet. You are paying subscription fees versus like a one-time fee to buy that CD ROM. So even as the cost and how the money works in technology changes, TechSoup itself is evolving as well. And as I mentioned before, another big blocker for the use of technology is that expertise and training, which is why we try to provide it to nonprofits. And hopefully there's some courses and trainings in our catalog that your nonprofit can take advantage of. So now let's go straight into the actual product catalog on TechSoup.org. And most folks on this call have already been through the qualification process at TechSoup. You know, you've signed up. You've created an account on TechSoup.org and you've been confirmed as an eligible nonprofit of 501c3 who can use our services. That's who this webinar specifically is for. So if there are folks on this call who have not yet gone through the qualification process, I really want to encourage you to make sure you take that step. It's important you cannot use the catalog until you've taken that step of submitting your information to TechSoup to get qualified for this webinar. But if you have done that and you go to TechSoup.org and you're interested in looking at the products that are now available to you and your nonprofit at a reduced price from what you would see on the open market, you know, what you want to do is navigate to the product catalog. And I'm just highlighting it here in our website navigation. There's the product catalog. There's in that black bar at the top. And then also this orange button kind of at the top of the screen, but in the middle right there. Both of those take you to the homepage of the product catalog. And I'm going to focus now on three specific brands that we really find over time. Most nonprofits gravitate towards first. So if you're thinking about where your items are devoted to, I can tell you that one of the biggest brands that we work with and have worked with for years now is Microsoft. And that should come as no surprise. Of course, you know, they build Windows 11 and all the Windows versions before that Microsoft Office and Word and Excel. You know, these are all programs and productivity suites that we've all used as we've come up during the digital age. And, you know, we've probably seen them evolve and in little ways, some good, some bad. I'm sure lots of us remember the animated paper clip back in the old days of Microsoft where you could ask the paper clip how to do things, you know, we don't do that anymore. But our modern relationship with Microsoft really is much more around the cloud offers that Microsoft provides. And so I'm going to go straight into that first. You know, as I mentioned before, instead of like buying CD-ROMs now where you load onto each computer, we're downloading these productivity suites off the interweb and Microsoft these days really has folks focused on Microsoft 365. Which is the downloadable suite of applications like Word, Excel, PowerPoint, all of those that lots of nonprofits use and bundled with Windows itself. And as you can imagine, there are lots of different types of licenses that are available for Microsoft 365. There are even in some cases some zero cost versions of those licenses that are available. And later on in this webinar, Mo Hall is going to talk about those a little bit and just give folks a little bit more feeling for what's available there. And as Aretha mentioned at the front, we're going to send everybody this deck after the webinar is concluded. And I just want to highlight for you that where you see this blue text with the underline, that's a live link in the deck. It's in this deck and go straight to the pages on the techsoup.org site that help you understand better what the offers are that are available to you, what types of nonprofits you're using, which licenses, et cetera. If your nonprofit is not yet ready to move to that cloud-based Microsoft environment, we also do have what is called the on-premises version of Office. On-premises means, you know, it lives on your local computer and it's not constantly updated from the cloud. There are some updates that come, but those are limited and at a certain point there are no more updates for that platform. So Microsoft on-premises, Microsoft Office on-premises is available through TechSoup for each license is $222 and that includes software assurance. Software assurance is a three-year grace period during which time, if there's updates, et cetera, to the offer, then, you know, you would have access to those as well. You can also decide not to get the version with software assurance and then you can get Office on-premises for $118 per license. And then the third big element of Microsoft that most nonprofits are asking about right now are, is Windows 11, right? So not even new news anymore, but plenty of folks have not yet made the transition to Windows 11. But TechSoup does provide nonprofits with licenses to the full installation of Windows 11. That's where the link in this presentation will take you. There are also upgrade versions of it available. But again, we're not going to go full deep into that during this webinar. But Windows 11 is available through TechSoup for nonprofits. I encourage you to check that out. So that's Microsoft. The next big one, especially for folks on this call who may be communications oriented or fundraising oriented where you really have to think about developing print and web materials to share out to supporters and potential donors. Adobe has been one of the pioneers in digital communications. And for sure, one of the major partners of TechSoup that lots and lots, I mean, thousands of nonprofits have used Adobe products from TechSoup. Creative Cloud is probably the most popular piece of the Adobe catalog at TechSoup. It is the suite of programs that graphic designers and web designers rely on to make great looking things like InDesign and Photoshop and Illustrator. And that's available through TechSoup, very popular. And then the other big one is Acrobat Pro DC, which is the cloud version of Acrobat, right? Making PDFs, editing PDFs, controlling access to PDFs. Those PDFs really are the modern standard for document management. We don't really send each other Word documents that much anymore. Folks share PDFs. It's just a little easier to control the content of a PDF. And Acrobat Pro DC is the program for that. The third major brand that I see a lot of activity around in the TechSoup catalog is Intuit. And specifically it's QuickBooks. And that's for the finance folks on this call, right? One of the big lessons that we saw once again with the onset of COVID was how many nonprofits had not yet made the move from a paper and pencil accounting system to a digital accounting system. And I literally have a personal friend who helps run books at a nonprofit up in Berkeley. And because that nonprofit was still running paper and pencil accounting systems, but people could not be in the office together because of the COVID restrictions, they were running 24-hour cycles at that nonprofit where people would come in for eight-hour blocks and then leave so that somebody else could come in for an eight-hour block and work on the books. And obviously that's a terrible way to be doing business. And so more and more nonprofits have gravitated to digital formats of retaining and controlling their finance information. QuickBooks is by far the most popular offer we have in the catalog to help nonprofits manage those finances. It's the online advanced version. I saw pricing for it at $160 a year right now for nonprofits. And going back to that buzzword I mentioned at the top, cloud adoption, QuickBooks really is phasing out what's called the desktop version. You might think of that as the on-premises version really, but they are phasing that out in favor of the online version of QuickBooks. But that is a perennially popular part of the TechSoup catalog and definitely encourage folks to take a look at that and think about whether their own finance systems need any kind of updating from the tech perspective. Microsoft, Adobe, and Intuit are the top end of what are most popular, but we have hundreds of other brands in the TechSoup catalog as well that provide all sorts of different technology products. And I'll be honest, I grabbed 12 here where I could easily get super good crisp logos, but there are many, many, many more. And I encourage you to really just tool through that catalog. You can look at it from the perspective of the brand of the partner. You can look at it based on the perspective of, like, what kind of products are you thinking about? Is it finance? Is it communications and designers? Is it something totally different? There's a lot in there. And if you think there's a product that should be in there that's not, we definitely welcome feedback from nonprofits. We really want to hear from you about platforms and technology products that you think other nonprofits could benefit from as well. We have a constant effort to reach out to tech companies who provide products that nonprofits might want to talk with them about how they could become part of the TechSoup catalog to go through that process together. Now, the next thing I wanted to focus on, of course, is like technology is not just software. It's also hardware. And anybody who's tried to acquire hardware over the last couple of years knows that the supply chain issues that have come with the global pandemic have really made it difficult in some cases to get the hardware that folks really need to keep their nonprofit moving forward. We've experienced similar issues here at TechSoup as well, but we've maintained a great set of relationships with several brands and a particular program that are worth mentioning here. I want to call out for you that the hardware catalog itself is a little tricky to find. And in the next slide, I'm going to show you exactly how you get to it. But here, again, is the URL in the deck. So when you get this deck after today's webinar, you can just click on that to get to it as well. But the basic hardware categories that you can access through TechSoup include laptops and desktops, pretty standard stuff. We have a lot of server and networking products as well from Cisco and Cisco Miraki in particular. We do carry internet hotspots, which for some folks are extremely helpful if they're working in areas where internet coverage is a little spotty sometimes. And then we have small items like headsets and mouses and keyboards and all that kind of stuff. So these are all available through the TechSoup catalog. We also have great partnerships with Dell, Lenovo and HP with access to specific pricing that they offer for nonprofits available through our catalog. And then one thing I really want to highlight here is TechSoup runs what's called a refurbished computers program. In fact, we help pioneer this. And one of our now retired staff members, a guy named Jim Lynch, who I had the pleasure of working with for a couple of years here at TechSoup. He really drove this program for many, many years and has received awards for his efforts to make technology greener. The refurbished program basically takes computers that are no longer brand new. In other words, they've had a prior owner. And then we work with several vendors to make sure that those computers are still usable. In fact, more than usable. They're still a modern machine. They have the memory. They have the processing power to manage modern cloud-based programs. But they are gently used, as they say in other industries. And we make sure that these computers are up to par. They get certified as refurbished. And then, of course, their price point a little bit lower than what you might pay when you buy a desktop or a laptop brand new. And for nonprofits, again, with cost being such a major limiter sometimes that refurbished program has proven to be extremely popular. So I encourage you to take a look at that. And again, that's a live link in the deck. And you'd be able to click through to that. Here's the slide I promised to share with you about how to get to the hardware page. You have to click on the product catalog page first, and you're showing you up here. And then you'll see over on the left, there is the link to the hardware page itself. And, you know, probably we can do a better job ourselves of putting in navigation where you might more intuitively find it, but shouldn't be too hard. And again, like I said in that prior slide, that link is live. You could just click straight through there. All right. So those are the technology products that TechSoup makes available to nonprofits through that catalog. Again, at a price point that we think is, is really helpful to nonprofits versus the full market rate that you might pay on everything else. But one thing that we also know about technology is it's not just get the product and then it's all over and you've got what you need and move on. More and more technology relies on a whole host of back-end services to help folks implement the technology, frankly, to even choose the right one in the first place. And then to manage it, to troubleshoot it, and to make sure that it's operating as it needs to operate to keep your nonprofit doing what it's doing. TechSoup is constantly pioneering new pilot service programs. And we work with all sorts of nonprofit vendors who are already working with nonprofits on specific service offerings. And you can find all these service offerings again in the navigation under the services section right here. And you'll see a whole host of different service options there. I'm going to focus on a few here that have proven over time again to be, I think, what we would call like the most important ones. But by all measure, you should take a look at those. And there may be something else in there as well that would be interesting to you. I'm going to start with the fact that, you know, while not all nonprofits have actual IT professional staff, many do. And we have some pretty technical services that are really designed to support those nonprofit IT staff in particular, even if they have other jobs that they do in addition to IT. So our help desk service is one of the most popular. You know, as the name suggests, it's basically a service where, you know, we try to help you with whatever it is that you're having trouble with. And a basic cost parameter around that is you can do, you can get a help desk support for a single device for about $35 a month. There's also an annual plan for about 350. And there's other ways of pricing that help desk service as well. But I would encourage you, if you're thinking about the need for that to go through the help desk menu on the navigation there and, you know, you can start putting together an intake to talk to us about what you need help with. Part of the reason I like help desk is because we're nonprofit focused being again a nonprofit ourselves. You know, it's very different than for instance, we try to get on help chat with like a giant multinational corporation like, you know, somebody who's put together a big software package and you could stay in the help desk cube on online with them for hours on end, trying to get support and, you know, our volume is not that. And because we're focused specifically on helping nonprofits, often we can be a little more helpful, a little more friendly even a little faster. Another very popular service offering we have again in the, in the spirit of cloud adoption and in particular of nonprofits moving to that Microsoft 365 cloud productivity suite is we can help, we have service to help you do that migration yourself because I'll be honest, it's not the easiest thing to execute on your own. You could do it on your own and if you are a person who is very intuitive with tech and you feel very competent at installing new systems and troubleshooting and getting things working, then, you know, by all means take a stab. But if you're somebody who really feels like you need some help, we can provide that help with the service offerings around Office 365. And again, I think Kevin will touch on that a little bit later. And then there's also a managed IT service, which is what you can think of as just a, it's not help desk where it's being responsive to just like there's a thing going wrong and we have to fix it. Managed IT services more about let's look at the whole technology stack that your nonprofit is using. Let's talk about what the plan should be to keep things updated, managed correctly, functioning correctly. You know, in some way it's sort of like outsourcing some of the IT work to other professionals can help with that. And then there's a fourth one that I thought would be fun to highlight here. TechSoup has something called a digital assessment tool, which is a tool that nonprofits can go through to help them assess for themselves. And using this tool is free, by the way. You go through the tool and do an assessment of your nonprofit in several different topic areas to try to understand where are you on that digital adoption and digital path journey. If you are pursuing digital transformation as a real thing at your nonprofit, that digital assessment tool can help you understand where are you on that path? Are you just at the beginning? Do you have some good things done already and you're kind of in the middle of the path or are you an advanced user really who's well down that path to digital transformation? And these are things that your executive director would be thinking about. They are things that your board may be thinking about. And you may even have access to some funding opportunities to help you as you pursue digital transformation. But that digital assessment tool again is available in that services dropdown menu. And I call it out because I think it's an interesting thing that nonprofits can take advantage of. One of the other things that we've also learned over time is there's tremendous interest in nonprofits to support from a service orientation around communications and digital marketing. Anytime nonprofits have to talk to the public, to donors, to supporters, even to the press, and we're building websites and trying to make things look good, there's a tremendous appetite for support on that. I already mentioned the Adobe products and the catalog around that. But we have in addition to that some service offerings, one around website consultation and development. And another is just a straight up digital marketing service that we offer with a partner. And these digital marketing services and website services are definitely a growing and more and more popular element of the service offerings at TechSoup. We are also pioneering, but not fully releasing yet, a service to help nonprofits who are using the Google AdGrants service. And there may be some folks on this call who are already using Google AdGrants and good on you if you are. If you're not yet using Google AdGrants, I encourage you to look at it. The short story on that is that Google makes available to nonprofits up to $10,000 a month in free advertising in the Google Search machinery. There are some parameters around how you can use that, including some limits, I think, on how much you can bid for those Google ads. And it may not fit every nonprofit or every situation a nonprofit faces, but it is a great offer from Google if it works for you. And if you are already using it, you know, keep your eyes peeled for more coming from TechSoup about the service that we are beginning to pioneer around the Google AdGrants service. Finally, in our service offerings, as I've been saying a few times now, it's the education and training piece of this which nonprofits also find that they really need to help with. You've got new volunteers and new staff with a mix of technical skills. And you can surely go online and Google around all sorts of courses. Many of them cost money, but the ones at TechSoup are a mixture of there are some lower level 100, 200 courses that are free to take, and then there are some more technical higher-end courses at the 300 level, which do have a fee associated with them. But the most important part I want to emphasize here is that these courses are all produced by TechSoup, created by TechSoup, and produced specifically with the needs of nonprofits in mind. Because we know nonprofits, because we are a nonprofit, we just understand that there's something a little different about how we do things. And so these courses and trainings that we put together are really structured with nonprofits in mind, not just like the average small business. We have those courses available in both English and Spanish at the moment. There are more than 200 of them in the course's catalog, and, yeah, to date, over 70,000 people have logged in and started working on one of those courses. As I said, they are specifically designed for nonprofits, and one of the cool thing about the TechSoup courses catalog is, in fact, it's open to anybody. Any nonprofit staff can sign up to take a Google course. You do not have to just specifically be a person who's authorized to purchase on behalf of a nonprofit, which is sort of how the rest of the software and hardware catalog really works. And, you know, the topics are most easily seen if you look at the course's platform itself, but, you know, it's things like Excel, managing data, CRM, which is the customer relationship management platforms that nonprofits use, cybersecurity, you know, there's an endless list of things that you can learn about in those courses offerings. And then the final thing to highlight there is, in particular, in the courses, we've partnered, again, with Microsoft to create something called the Microsoft Digital Skill Center that is specifically focused on building skill sets around Microsoft products. There's some great content in there, and definitely encourage you to take a look at that as well. And, again, this is a live link in the webinar, and I'm pointing to the side as if you can see my screen the way I can, but you can click on that link once you get a copy of the deck, and that'll take you straight there. This is a quick view of what some of those course titles could be. There's project management, Excel 201, you know, we did a lot of stuff around organizing remote work and remote teams, which remains a pretty important topic for nonprofits, but lots, lots of interesting stuff in there that's worth looking at. So with that, I'm going to now turn it over to Kevin Mohall, who is one of our super accomplished customer success folks here at TechSoup, and Kevin's going to do a little bit of a deeper dive for a couple of minutes into the Microsoft Cloud stuff that I touched on briefly, and so take it away, Kevin. I'll jump to the next slide here. Thank you, Nick. It's a pleasure to be speaking with you all today. Again, my name is Kevin Mohall, and I'm a technical customer success manager here at TechSoup. For those of you that may not be familiar with customer success, we are a relatively new department, just over a year old, that works directly with organizations to help unpack complex technical needs and supports for those invested in not just 365, but the entirety of our vendor partner or catalog. Before beginning, I'd like to start with a quick poll question. Aretha, if you could. Yeah, I'm on it. Are you able to see it? Yes. So the question here is, is your organization currently using Microsoft or Office 365? There's no obligation to answer this, of course. We'll give it about a half a minute to feel some results here. It's looking around 70%-ish. Okay, this is actually a little bit higher than I thought we'd get from this. This is very exciting. Perfect. Thank you. So I'm going to jump over here to the next slide. As you can see, we have a breakdown between the various 365 subscription types. For the sake of time, I'm not going to dive fully into all the items on the chart, but I do want to bring up one distinct difference between the various types. For those of you that were part of the know, that are the traditional Office desktop application suite users, in order to continue using the full desktop version within the cloud, you will need to move to a platform called a hybrid license type. Some examples of this subscription type include Office 365 E3, Business Standard, Business Premium, and the Microsoft Enterprise 3 or 5 offers. If your organization is able to operate without the need for a full version, a web-based option such as Business Basic or E1 might be the right option for you. I'd also like to draw a quick attention to the last item on the slide, Microsoft Azure. For those interested in furthering their use of the Microsoft cloud, there is a $3,500 yearly grant nonprofits are eligible for. With over 200 different services available as a part of Azure, it's definitely something we recommend that you look into. Next slide, please. So getting your Microsoft cloud, for those interested and ready to begin the journey toward accessing Microsoft cloud solutions, there is a three-step process. First, you'll need to create an account at the Microsoft nonprofit portal. Next, you'll need to have that account validated. Validation service is provided on the back end by both TechSoup and Microsoft, and typically takes between five and seven business days to process. And the final part of introducing will be what's referred to as the Cloud Manager or Cloud Manager tool to an authorized individual's account. This CSP introducing will allow you to access to the storefront where you're able to purchase licensing. If you find yourself stuck in any part of the process, we do have a team at the ready to assist via chat, as shown in the bottom right corner of the screen. Next slide. Understanding a move to the cloud can be a challenge for organizations. We offer a free consultation service. During your session, with us you'll be able to assist you with registration, choosing the appropriate subscription licensing, provide recommendations for services, courses, and license implementation, along with ongoing support to you at no cost. And with that, I'd like to hand it over to Kelly. And I'm Kelly Garrett. I'm the Associate Manager for the Client Services Department. Client Services is usually who you'll be speaking with when you reach out for support. Our account management group is the group that handles day-to-day phone calls, emails. They provide support, you know, on getting you registered, getting you qualified as an eligible 501C3 nonprofit. And then I answer some basic questions about the products and services that are offered on our website. We do also have several other teams in our Client Services Department, which you probably won't interact with them quite as much, but we do have a validation services team that handles registrations for Google for nonprofits, Microsoft for nonprofits, basically the places that have portals where you're going to our partners to get registered and validated and get access to certain products and services that are not necessarily on our website. We also have a qualification eligibility team that they help with any eligibility questions. You know, we do make sure we review what your organization does, how your organization accomplishes that. And basically that will determine your eligibility for certain products and programs. Our corporate partners do have their own philanthropic focuses. So not every organization is going to be eligible for every single product and service available through TechSoup. It is something that our partners dictate to us on who they're looking to serve, how they're looking to serve them. So things along the lines of what your mission is, what your budget is, sometimes your location as well. So some of the products can be geolocked. If you do have any organization activities outside of the United States, I highly recommend checking out the partner in your country that will be able to serve your branch or location or organization you're supporting out there. This is strictly for US only or based organizations only. So again, some of the products can be geolocked and it is important to make sure that you're going to the right provider in the right country that is partnered with TechSoup. So a lot of questions came in the chat about how do I figure out the admin fee? How do I figure out the renewal? How do I figure out this? And so where you want to go to find this information is you always want to go to the product page. So the way you can navigate that is you can either go to the product catalog. You'll see that highlighted up here at the top of the page, product catalog. And then you'll see that there's on the top left side, there is donor company, category and hardware. These are great places to start where you can pick from different companies if they're specific company you're interested in, like Zoom, into it for QuickBooks, things along those lines. Category is a great place to go if you're kind of looking for a type of product, but you haven't picked what company you're trying to work with or get their software for. And of course, hardware self-explanatory. Hardware is going to be where you can go to get refurbished hardware products. And you have new hardware products available in there as well. So once you've located a product or service that you are interested in, this product here is the help desk single issue tech support fix service. You want to make sure that you're going to check all three of the tabs on the product page. And I do realize it kind of blend in there a little bit. It's something we're aware of, but it is the description on the left. So we're going to go ahead and go ahead and go ahead and check all three of the tabs on the right. And then on the left can change. It's either details and service costs. We also have subscription details. You'll see in that middle tab and system requirements. Kind of depends on what type of product it is. We'll determine what the middle tab reads as. Then on the far right there is the rules, eligibility and restrictions. So for any reason you're trying to check out. It's telling you're not eligible. This is a great place to go to see what are the eligibility requirements? And then on the far right, there's the rules. You move forward with your planning on what you want to request or not something to definitely keep in mind. So for products that are. One time. Admin fees. You're going to usually see system requirements in the middle tab. It's not usually details and service costs or subscription details, but that is where you would want to go is the details and service costs will always have the details on. So that's where I like to send folks to. So for example, if you were someone mentioned doc, you sign, there's three different doc, you sign products in the doc, you sign for nonprofits program. One of them you'll see is a perpetual license and that is the doc, you sign standard edition. There is not going to be any continuing service listed underneath the subscription details tab. In the doc, you sign business pro edition, one year initial subscription access to discounted rates. So that means that you're going to be going through and sorry, there isn't a slide for this is something that will include in future slides. But basically that's going to have a continuing service after one year listed there. So I always recommend making sure you're checking that, that middle tab, that's got a lot of detailed information that's not necessarily going to be on the landing page here. You'll see it always starts on the description tab and the description tab is going to have a lot of good information, but you can always go to that middle tab and double check what the details and service costs are, and that should outline everything for you. So say you've gone there, you've looked at everything, you're still a little confused on what's going on, or what you're paying, or what you need to do for the next steps. That's one that you can always reach out to TechSoup's customer service. To reach us, you will click the help button in the top right corner as you can see is in red box in the top right corner with the arrow pointing to it. Once you click there, you're going to come to this landing page of what do you need help with. There's some great links to different trending topics that we have here. You'll also see next, there's a frequently asked question blue bar underneath that, what do you need help with? You can click on that to go to our FAQ, but to get in touch with us, you'll scroll to the bottom here as you can see in this screenshot again in the red box at the bottom, and there's a couple of different options for where you can go for support. If you have any press related questions, we have a PR team that you can reach out to. Our mailing address is there. If there's any reason you need to reach out to us, or send something to us by mail, but the customer support one at the bottom there is where you'll click. And when you click on there, you will get taken to a contact us page. So two options are you can submit a contact us form that will come to us as an email and we will reply to you within one to three business days on average. We were having a backlog for quite a while, but we are caught up now. So that email to a disclaimer at the top of the page here is being taken down right now because we're finally caught up. A lot of Microsoft changes created a huge amount of interest that we had to catch up on, but we are back in the one to three business day range for communications. So filling out the form will allow you to get an email back. We also now have chat features on different pages around the website. You'll see the chat listed there in the bottom in the little orange blurb. You click on that and that will get you in touch with somebody. At the bottom of this page is also our phone number. You're welcome to give us a call. If you prefer to talk to us over the phone, our phone hours are from seven a.m. to 12 p.m. Pacific standard time. So we'll much smaller window where email and chat. We're usually answering between about seven to five p.m. every day. So email and chat all day long. We're answering those phones. There's a much more limited time for contacting us. So highly recommend using your chat feature. It's fairly new and we're really excited about it because we're able to kind of communicate with you in live time. So this is where you can definitely get support for. Any of your questions you have about the products or things like that. Next slide, please. So something to keep in mind is client services. We have a lot of customer services. We have a lot of customer services. That's our customer service. Is what we can and cannot do. So because we have so many partners with so many products and services, which is wonderful. Our team isn't able to become. Experts in all of the products available. These are the same products are available in the retail market. So if say you had a question, like I had someone asking questions about how to. How to do that. That's a little bit outside of what. Tech soups. Tech soups customer service is able to answer. We can tell you how to check out with the product on our website. We can go through the product page information that's there. We can give you some of the, like. FAQs that intuits passed on to us. But if you have any, like support questions, if you have some in-depth product questions, it's always best to go back to the partner who provided it. If you have any questions, you can ask them anything about that. Their product because their team, their support team is going to be able to. Answer more in depth questions because they're trained on this. They only have the one product to focus on. Then I have to learn about all of these different products that are out there. So that's something to keep in mind is that if you have account management questions, you have questions about your eligibility. You have questions about navigating our resources or the product page information that you're seeing. And I don't see it in the structure of that. This is really important for our team. We'll be able to assist you with that. If you're asking for download and installation support. If you need IT support, if your computer is crash, Should you help with someone bringing that back up. That's when you want to, you want to look at one of our services offers. That will connect you with an IT professional that can assist you with that. This is a Text for customer support. You don't want me trying to fix your computer. I'm telling you right now. that I've you know I've never installed in quick books I've never installed office on a desktop things along those lines so that's when you really want to think about going to the partner see if they have any free resources free support available for installation product functionality things along those lines and then if they maybe want to charge you a fee that's when you probably want to come back and check out those tech soup services which will connect you again to an IT professional that is trained and able to provide remote support um I've heard lots of great things about our help desk services and it's one of those things that if you buy the help desk service figure out the issue on your own and you never actually use it you're more than welcome to come back for us and request a refund for the services product it's one of those things that if you didn't use it services we can confirm that and we can cancel the service request and move on for other products and services I highly recommend really making sure you want to request that product before you do um most of our corporate partners have a strict no refunds no exchange policy so it is something that I would make sure your IT's prepared for setting up or you have an IT professional it's ready to help you to go or you yourself have gotten training on how you're going to get a product or service going because a lot of our partners do restrict that since it's really hard for us to recoup licensing once it's gone out to organizations and that means other eligible nonprofits then can't get access to that licensing since it's already been used or it could still be getting used even though it's been refunded so it's just something to keep in mind really review those product pages on techsoup.org talk to the partner before you request anything and you know always welcome to reach out to TechSoup's customer service and ask us any questions that you want clarified from you know from what you've seen on the product page excellent thank you so much Kelly and that that brings us to the end of today's presentation and I want to say thank you to everybody for joining and just learning more about you know how you can take advantage of TechSoup. I think at the end of the day the the thing I'd like to reinforce to everybody is TechSoup really is a community of people you know it's very easy to to look at big technology companies and and you kind of you get blighted by the tech and you don't see the human beings behind it but but TechSoup is very much the reverse of that it is some of the most wonderful people I've worked with in my career and folks who really really do care about nonprofits and about the work that nonprofits do which is why they're working at a nonprofit themselves and one thing I'll say is that you're never going to get the hard sell at TechSoup and we're never going to just suddenly conclude oh somebody's not paying for something and so we're not going to talk to them like that is not at all what our mission is about we're about being here to support you so please never hesitate to reach out use that catalog ask the questions that are in your mind take a look at the courses and educational offers that are on that on that courses platform and I know that we really are here to help like we're going to engage with you we're going to have those conversations we're going to help you as best as we can and you know at the end our goal is to support you and that's why that was the name of this webinar and with that I will bring it to an end thank you very much everybody watching your email for the deck that you will receive after this and we look forward to hearing from you on on your next steps with TechSoup have a great day bye bye