Contact Relationship Management

Same system different configurations

A Solution for Organisations where….

Platform address the following needs:• Engage diverse and dispersed communities

– as a pure cloud solution using role based access the system is easily shared with all stakeholders on a global basis

• Manage organization specific processes– The flexibility of the solution is under the control of the client and

provides for instant changes to reflect evolving process needs

• Track organization specific information– the flexible approach to data gathering, processing and reporting

provides for authentic and complete information

• Provide high transparency around engagement– All information is tracked; all changes are reportable and

reporting supported by rich reporting and charting functionality

Rotary InternationalScience Foundation of IrelandJDRFHouston FoundationGSK - ViiV/ShireMultiple United Way OrganizationsIrish Research CouncilChrysler LLCSpencer FoundationPacific Foundation Services Hirsch & AssociatesPohlad Family FoundationAmerican ExpressEnvironmental Protection Agency (IRL)Genome CanadaIrish Marine InstituteAllstateToronto Blue JaysOntario Ministry of AgricultureOntario Ministry of EducationOntario Centers of ExcellenceOntario Genomics InstituteOntario Institute for Cancer ResearchChildren’s Hospital of Eastern Ontario

Our Scope

Global Footprint• Servers in United States, Canada,

Ireland (EU) and South Africa• European and North American

clients who fund African, Asian and South American organizations

Support Across Time zones• Toronto and Dublin share support• Support phone and live chat support

available from• GMT – 8 am to 2 am• EST – 5 am to 9 pm

• Support available in Spanish, French and English

• Community Portal and helpdesk ticketing available 24/7

Connectors

Communities

Application Framework

Applications

SmartSimple – Architecture of Engagement - Philanthropy

CommunityPartners

Reviewers Volunteers Employees DonorsFoundation

BoardPublic

FoundationStaff

GMS360° Grants*

GMS360°Panel*

VMS360°Volunteer*

GMS360°Match Gifts*

GMS360°Donations*

GMS360°Board*

GMS360°Events*

GMS360°Budgets*

* Universal Tracking Application™ Workflow Manager Interface/View Manager

Reporting System Location/Mapping Manager Security Manager

Activity Manager Document AutomationFile Manager

CRM Philanthropic Membership Content Case Social Media Research Finance

SmartSimple Key Concepts

Key Concept: Role Based Portal Access

Applications and Grants

Applicant /Grantee

Reviewers

Board

Program Staff

Finance Staff

CRM Features

Relationship Management Overview

• Major Features– Rich Organisation Profile– Rich Contract Profile– Outreach

• Email Broadcast• Surveys and updates

– Integration with all Research applications

Rich Organization Profile

Multiple Addresses

Geocoded Locations

Engagement History

Multiple Contacts

SmartSimple Contact Features

2. Let’s break it down!

Multiple Addresses

Geocoded Locations

Engagement History

Account and Contact Hierarchy

– Account hierarchy is common to all applications used

– Contacts can be associated at any level of the hierarchy

– Contacts and accounts can have custom fields

– Workflows can be attached to companies and contacts

– People can self-signup via the web