College of Business

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