Overview Webinar March 12, 2012 George Delp, InterDyn Artis (704)

Agenda Overview of ProclaimCRM focusing on: “Look and Feel” “Look and Feel” Dashboards Dashboards Queries & Reports Queries & Reports Workflows & Dialogs Workflows & Dialogs Customization Capabilities Customization Capabilities Mobile Access Mobile Access Activities Activities Audit History Audit History Member Portal Member Portal Time Frame: 60 minutes Note: Throughout the presentation we will be looking at people, groups, events, contributions, etc.

ProclaimCRM Components ProclaimCRMProclaimCRM Portal Designed for Church Staff Designed for Church Staff Outlook & Web Access Outlook & Web Access Dashboards, Queries & Reports Dashboards, Queries & Reports Workflows & Dialog Scripts Workflows & Dialog Scripts Powerful Customization Tools Powerful Customization Tools Activity Tracking Activity Tracking Communication Communication People People Groups Groups Events Events Pledges & Contributions Pledges & Contributions Funds & Campaigns Funds & Campaigns Facility Scheduling Facility Scheduling Skills and Volunteers Skills and Volunteers Check Scan Check Scan Check-In Check-In Designed for Church Members Designed for Church Members Web Access Web Access Member Dashboard Member Dashboard Event Sign Up & Calendar Event Sign Up & Calendar Online Giving Online Giving Demographic Update Demographic Update Small Group Management Small Group Management Small Group Communication Small Group Communication Online Contribution Statements Online Contribution Statements

Ease of Use “Pure” web application All you need is a web browser All you need is a web browser A lot of people are comfortable with web sites A lot of people are comfortable with web sites No problems working with your local I.T. environment (i.e., printing…) No problems working with your local I.T. environment (i.e., printing…) Microsoft Office “look & feel” Record pinning Record pinning Navigation Navigation Ribbons (dynamic icon based menus) Ribbons (dynamic icon based menus) Drill Down & Drill Around Easy to get where you need to go Easy to get where you need to go

Dashboards, Queries & Reports Unlimited number of dashboards Charts Charts Lists Lists Web sites Web sites Web resources Web resources Powerful query capabilities Search/filter on any field Search/filter on any field Add any fields you want to results display Add any fields you want to results display Excel export Excel export Save and share “views” Save and share “views”Reports Advanced reports can be created the Reporting Wizard and MS-SQL Reporting Services (SRS) Advanced reports can be created the Reporting Wizard and MS-SQL Reporting Services (SRS)

Pattern Change Report Used to identify changes in giving Used to identify changes in giving Includes settings to allow changes in time and amount Includes settings to allow changes in time and amount Three adjustable parameters: Three adjustable parameters: Day Allowed Deviation – The average number of days between contributions is calculated. This is then compared to the number of days since a members last contribution. If that number, plus the amount entered for the “day allowed deviation”, is greater than the average number of days, the member will show up on the report. Day Allowed Deviation – The average number of days between contributions is calculated. This is then compared to the number of days since a members last contribution. If that number, plus the amount entered for the “day allowed deviation”, is greater than the average number of days, the member will show up on the report. Percent Allowed Amount Deviation – The average daily contribution amount is calculated. If the amount of their last daily contribution total differs by more than the percentage entered for the “percent allowed amount deviation”, the member will show up on the report. Percent Allowed Amount Deviation – The average daily contribution amount is calculated. If the amount of their last daily contribution total differs by more than the percentage entered for the “percent allowed amount deviation”, the member will show up on the report. Minimum Count – This field establishes the minimum number of contributions in order to be included in this report Minimum Count – This field establishes the minimum number of contributions in order to be included in this report

Pattern Change Report Note: Daniel Anderson and Nancy Anderson have contributions through 12/1/2012 in the demo data, which is why their days since last giving is “negative”.

Fund Performance Report Used to identify when contributions are not keeping up with pledges Used to identify when contributions are not keeping up with pledges Includes settings to allow which funds are included in the report Includes settings to allow which funds are included in the report Report logic: Report logic: A: The remaining amount of contributions needed to meet the total amount of pledges is calculated. This amount is then divided into the total amount of pledges to arrive at a “percent remaining” figure. A: The remaining amount of contributions needed to meet the total amount of pledges is calculated. This amount is then divided into the total amount of pledges to arrive at a “percent remaining” figure. B: The remaining time period left in the pledge period is calculated as a percentage B: The remaining time period left in the pledge period is calculated as a percentage If A > B then the campaign is behind schedule and is highlighted in red on the report. If A > B then the campaign is behind schedule and is highlighted in red on the report. If the pledge goal has been met the campaign is highlighted in green. If the pledge goal has been met the campaign is highlighted in green.

Fund Performance Report

Workflows Automatic or on-demand Can run automatically or be manually invoked Can run automatically or be manually invokedTriggers Record creation, status change, assignment, field change & deletion Record creation, status change, assignment, field change & deletionActions Create record, update record, assign record, start child workflow, change status & stop workflow Create record, update record, assign record, start child workflow, change status & stop workflow Wait conditions Multiple step workflows can check for triggers at a later date Multiple step workflows can check for triggers at a later date Possible uses Assimilation Assimilation Notifications / Reminders Notifications / Reminders Productivity Productivity Make sure things don’t “slip through the cracks”! Make sure things don’t “slip through the cracks”!

Workflow Notification

Dialogs Automatic or on-demand Can run automatically or be manually invoked Can run automatically or be manually invoked Scripted Q&A Guided, branching dialog Guided, branching dialog Answers are recorded in the appropriate record Answers are recorded in the appropriate record Full workflow “action” functionality Create and update records/activities Create and update records/activities Consistency and completeness Ensure consistency of interactions with congregation members Ensure consistency of interactions with congregation members Ensure completeness of information gathered Ensure completeness of information gathered

Dialog Example 1.Hello, I am calling to thank you for visiting Charlotte Demo Church. I am a member of our welcome committee. Do you have a few minutes? Yes – Goto 3 No – Goto 2 2.What would be a better time and date for you? Get new time and date, close current call and schedule new call with new date and time End dialog 3.How did you hear of us? Get source and update “hear of us” field Goto 4 4.Do you currently attend a church? Yes – Goto 5 No – populate current church field with “none” and Goto 6 5.What church do you attend? Get church name and fill out current church field Goto 6 6.Would you like to attend a first time visitor orientation session? Yes – Goto 8 No – Goto 7 7.Thank you for your time. Please feel free to contact us if there is ever anything we can do for you or your family. End dialog 8.We hold orientation sessions every other Sunday from 1pm to 5pm. What day would work best for you? Get day and register person for orientation event Send person confirmation of event registration 9.End dialog

Powerful Customization Tools Add an unlimited number of custom fields, records and forms Field types include multiple text and numeric formats, date, drop downs, lists and option sets Field types include multiple text and numeric formats, date, drop downs, lists and option sets Different users can have different forms for the same record Different users can have different forms for the same record All custom records and fields are automatically available for use in queries and reports All custom records and fields are automatically available for use in queries and reports All custom records and fields are available to other applications via web services All custom records and fields are available to other applications via web services GUI form designer makes it easy to make your own customizations without the need to pay for outside consulting services GUI form designer makes it easy to make your own customizations without the need to pay for outside consulting services

ProclaimCRM Mobile Express Mobile forms are available for every entity (person, group, event, etc.). Mobile forms are available for every entity (person, group, event, etc.). You can easily choose what fields you want to show up on each mobile form using a drag and drop form editor. You can easily choose what fields you want to show up on each mobile form using a drag and drop form editor. Works on all mobile devices (Android, iOS, Windows, etc.) Works on all mobile devices (Android, iOS, Windows, etc.)

Mobile Form Editor

Mobile Form Examples

Audit History An invaluable tool for fixing errors and identifying users who may need additional training An invaluable tool for fixing errors and identifying users who may need additional training Available on every record and field in the system Available on every record and field in the system Tracks who made a change, the date it was made and the old and new values Tracks who made a change, the date it was made and the old and new values

Activities “Out of the box” activity types include: Tasks, FAX, phone calls, s, appointments and letters Tasks, FAX, phone calls, s, appointments and letters Activity status “Open” or “completed” “Open” or “completed”Queues Easy to use shared activity management Easy to use shared activity management Activity monitoring You can view open activities for other people and teams You can view open activities for other people and teams Make sure things are getting done Make sure things are getting done Custom activity types! Prayer requests, hospital visits, etc. Prayer requests, hospital visits, etc.

ProclaimCRM Components ProclaimCRMProclaimCRM Portal Designed for Church Staff Designed for Church Staff Outlook & Web Access Outlook & Web Access Dashboards, Queries & Reports Dashboards, Queries & Reports Workflows & Dialog Scripts Workflows & Dialog Scripts Powerful Customization Tools Powerful Customization Tools Activity Tracking Activity Tracking Communication Communication People People Groups Groups Events Events Pledges & Contributions Pledges & Contributions Funds & Campaigns Funds & Campaigns Facility Scheduling Facility Scheduling Skills and Volunteers Skills and Volunteers Check Scan Check Scan Check-In Check-In Designed for Church Members Designed for Church Members Web Access Web Access Member Dashboard Member Dashboard Event Sign Up & Calendar Event Sign Up & Calendar Online Giving Online Giving Demographic Update Demographic Update Small Group Management Small Group Management Small Group Communication Small Group Communication Online Contribution Statements Online Contribution Statements

For more information: George Delp, InterDyn Artis (704)