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College of Business

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.

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College of Business

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  1. College of Business

  2. West Louisville Ministries Online CRM solution College of Business

  3. Your Group of CIS Consultants Team lead: Kenneth Greenwell Consultants: Greg Boyett Jesus Pinto Guzman William Morris Tom Nelson Charles Rady

  4. The Problem Statement 1: WLM is using a number of disparate systems combined with paper record-keeping to conduct business.

  5. The Problem Statement 1: WLM is using a number of disparate systems combined with paper record-keeping to conduct business. 2: WLM has no back-up plan For its data and no way to produce meaningful reports (such as appointment scheduling and fund appropriation / spending)

  6. The Problem Statement 3: WLM needs to track both clients (those who need money) and contacts (those who give money) and be able to search these records at any time. 4: Any proposed system must be easy to use and accessible from a variety of machines and locales.

  7. What is SalesForce NPSP? = NPSP offers 10 FREE seats To registered 501c(3) organizations The only software that you will need is a web browser NPSP stands for Non-Profit Starter Pack

  8. What does it come with? UofL UofL UofL UofL UofL Everything you need.

  9. What can the free version do? Contacts & Organizations Recurring Donations Relationships Households Affiliations Data Security

  10. What are we going to add? Client Object This will mirror the contacts object except that it will store clients Custom Reports Whatever else we discover

  11. What will it look like? You’d Expect.

  12. At a glance….. And now for a demonstration

  13. And now for a demonstration

  14. College of Business

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