College of Business
description
Transcript of College of Business
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College of Business
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West Louisville MinistriesOnline CRM
solution
College of Business
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Your Group of CIS ConsultantsTeam lead: Kenneth Greenwell
Consultants:
Tom Nelson
Jesus Pinto Guzman
Greg Boyett
William Morris
Charles Rady
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The Problem Statement1: WLM is using a numberof disparate systems combinedwith paper record-keeping to conduct business.
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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)
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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.
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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
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What does it come with?
UofLUofL
UofL
UofL
UofL
Everything you need.
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What can the free version do?
Contacts & OrganizationsHouseholdsRecurring DonationsRelationshipsAffiliations
Data Security
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What are we going to add?
Client ObjectThis will mirror the
contacts object exceptthat it will store clients
Custom Reports
Whatever else we discover
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What will it look like?You’d
Expect.
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At a glance…..
And now for a demonstration
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And now for a demonstration
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College of Business