CRM with Andar

Réal R. Bédard President

Agenda Tools for CRM Prospecting Strategies Circle of Friends KPIs 3 Leading The Way To Community Impact

Tools for CRM Basic Andar –Dashboards –Communications –Prospecting –Sequential Plans

Tools For CRM MIG –Advanced Dashboards & Filters –Advanced Prospecting –Key Performance Indicators (KPIs) –Ranking / Segmentation –Circle of Friends –Workflow Plans and much more…

Tools For CRM Outlook Connector – Integration –Contacts –Calendar / Appointments –Plans / Tasks –Mobile Forwarding

Tools for CRM i-Access –View Dashboards and Bio Tabs –Add Communication Logs –Complete Account Surveys –June/2015 Information maintenance Extensive linking (incl. from reports) Bookmarks, Recent, gadgets

Tools for CRM Executive Plus – Advanced Users –Custom SQL Queries –DMO to Dashboards –Donor Analytics (DonorSearch) –Embed Web Browsers –Maps and Street View –Social Network (Twitter, Facebook)

Dashboard - Overview Creating Dashboards & Bio Tabs Adding “Apps” to your Dashboards Organizing Your Dashboards Let’s have a look...

MIG Rankings Circle of Friends Plans Prospecting Affinity Groups Let’s have a look...

KPI KPI Type Category Period Goal Measures: Count Average

KPI – Type: Communication

KPI – Other Types Plan Assignment & Days Late Prospect Moves & Touch Points Transaction Entry & Envelope Time New Donors Executive Plus

KPI Category

KPI Period Information –Daily, Weekly, Monthly, Yearly –Variable – Goal set for a specific target date

KPI Goal Information Variable Period – Target Date Progress v. Performance

KPI – Dashboard Apps

KPI – Values with Goals

KPI – Performance

KPI – Single Period

KPI – Compare

KPIs Let’s have a look...

Mobile Access Mobile Web Site Mobile Giving Mobile Volunteering Mobile Advocating Mobile Resource Development Visit our booth...

Thank You Next: Introductory Level Data Mining

Réal R. Bédard President