1. Client Outcomes & Relationship Engagement Understanding and Preparing for CORE

2. What is CORE? CORE stands for: Client Outcomes & Relationship Engagement CORE is a CRM (Customer Relationship Management) system. CORE replaces WebIT

3. What is a CRM? A CRM is a “model for managing a company’s interactions with current and future customers.” – Wikipedia’s “CRM” Entry (wikipedia.com)

4. Why CORE? Leverages our entire network and creates a platform for collaboration – All volunteers in one, searchable directory – Forums to exchange messages and ideas Eliminates redundancy – One database rather than 340 – One account per client which covers all services – Single sign-on for volunteer training, resources, and reporting WebIT no longer supported and costly

5. What are the features of CORE? Single database Single sign-on Data security Optional client scheduling system Interactive reports Same easy look and feel

6. What are the benefits of CORE? Single Database – Better view of how clients use SCORE to increase the impact of our services – Consolidated volunteer information allows for more collaboration across the country Single Sign-On – Easier access to resources across SCORE’s systems Data Security – Protection of client and volunteer information

7. What are the benefits of CORE? Optional client scheduling system – Less likely for clients to “fall through the cracks” if they have a scheduled appointment – Clients are empowered to commit to a time and place Interactive reports – Download and manipulate the data in Excel, making the information more usable for your chapter or district – One database allows for more powerful data across mentoring, workshops and what clients are using on SCORE.org. Same easy look and feel – Easier transition for volunteers

8. CORE Rollout Process All chapters on CORE system by March 2015 What ensures a successful rollout? – Insight and feedback from SCORE chapters and leaders – Piloted by several SCORE chapters – Increased communications from SCORE Support – Chapter decision of timing to adopt new system – Dedicated CORE Project Manager

9. See For Yourself Screenshots of the CORE System

10. Login One Time for all SCORE Resources Directories Training Center Quick Links CORE News Resources

11. CORE Homepage Quick Links by Role Volunteer Center Manage Clients For Email Mentors

12. Input 641 Data As Always

13. Manage your username and password If You Forget

14. Search for SCORE Volunteers Nationwide Search by Industry & Expertise Search by keyword in the Career Summary or Educational Background

15. Indicate Branch Locations for Session Notes

16. Capture Non-Session Notes

17. Set Reminders to Follow-Up with Clients

18. Optional: Client Scheduling Online Clients pick mentor and appointment

19. Enter Form 5 Hours

20. Who is Using CORE Now? Pilot Chapters Hillsborough Peoria Cape Cod 2013 Launch Chapters Boston Chicago Worcester Quincy Tri-State Northeast Mass Northern Illinois SE Massachusetts W. Massachusetts Manasota (FL) Pinellas County Central Florida Pasco-Hernando Port Charlotte Southwest Florida Fox Valley Quad Cities Springfield, IL SW Illinois Central Illinois Rhode Island Decatur

21. What Are People Saying about CORE? “…[the CORE system is] an improvement over having to go to multiple sites for 641’s, training, the volunteer center, etc.” “We especially like the design that was made to look almost exactly like WebIT. Made the transition for mentors easier.”

22. When Will My Chapter Adopt CORE? All chapters will move onto the CORE system by March 2015. You can see an estimated schedule by quarter at www.support.score.org/core.www.support.score.org/core Ask your chapter or district leader about your chapter’s timing for rollout.

23. Where Can I Learn More? www.support.score.org/core No login needed for this site.