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College of Business. West Louisville Ministries. Online CRM solution. College of Business. Your Group of CIS Consultants. Team lead: Kenneth Greenwell. Consultants:. Greg Boyett. Jesus Pinto Guzman. William Morris. Tom Nelson. Charles Rady. The Problem Statement. - PowerPoint PPT Presentation
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College of Business
West Louisville MinistriesOnline CRM
solution
College of Business
Your Group of CIS ConsultantsTeam lead: Kenneth Greenwell
Consultants:
Tom Nelson
Jesus Pinto Guzman
Greg Boyett
William Morris
Charles Rady
The Problem Statement1: WLM is using a numberof disparate systems combinedwith paper record-keeping to conduct business.
The Problem Statement1: WLM is using a numberof disparate systems combinedwith paper record-keeping to conduct business.
2: WLM has no back-up planFor its data and no way to producemeaningful reports (such asappointment scheduling and fund appropriation / spending)
The Problem Statement3: WLM needs to track both clients(those who need money) and contacts (those who give money)and be able to search these recordsat any time.
4: Any proposed system must be easy to use and accessible froma variety of machines and locales.
What is SalesForce NPSP?
=
The only software thatyou will need is a
web browser
NPSP stands forNon-Profit Starter Pack
NPSP offers 10 FREE seatsTo registered 501c(3)
organizations
What does it come with?
UofLUofL
UofL
UofL
UofL
Everything you need.
What can the free version do?
Contacts & OrganizationsHouseholdsRecurring DonationsRelationshipsAffiliations
Data Security
What are we going to add?
Client ObjectThis will mirror the
contacts object exceptthat it will store clients
Custom Reports
Whatever else we discover
What will it look like?You’d
Expect.
At a glance…..
And now for a demonstration
And now for a demonstration
College of Business