1. CRM with Andar www.Andar360.com

2. Réal R. Bédard President RealB@Andar360.com

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

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

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

6. Tools For CRM Outlook Connector –e-Mail Integration –Contacts –Calendar / Appointments –Plans / Tasks –Mobile Forwarding

7. 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

8. 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)

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

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

12. KPI KPI Type Category Period Goal Measures: Count Average

13. KPI – Type: Communication

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

15. KPI Category

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

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

18. KPI – Dashboard Apps

19. KPI – Values with Goals

20. KPI – Performance

21. KPI – Single Period

22. KPI – Compare

23. KPIs Let’s have a look...

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

25. Thank You Next: Introductory Level Data Mining

26. Réal R. Bédard President RealB@Andar360.com