This document discusses the differences between web-based and computer-based customer relationship management (CRM) and fundraising systems. It notes that web-based systems allow users to access data from any internet connection, while computer-based systems require being on the local network. The document also provides an overview of factors to consider when selecting a CRM or fundraising system, such as required features, budget, and timeline. It recommends creating lists of must-have and desired features, getting quotes from multiple vendors, checking references, and asking questions during demonstrations.

1. Moving to a Web-Based CRM Database or Fundraising System 11NTCWebbased Jeff Gordy President of Z2 Systems

2. Learn the differences between web-based & computer or server based Fundraising & CRM systems Learn about many of the ways a CRM or Fundraising system could help your organization Learn how the CRM & Fundraising software market is broken down and discover some of the options available Discover some great resources and methodologies for finding the right solution for your organization Have your questions answered. Why are we here today?

3. Jeff Gordy, President of Z2 Systems Z2 Systems NEON software was one of the first few fundraising software companies that was “Cloud” based and has been building on our web platform since 2004 NEON is one of the largest Cloud based Platforms available, and is able to capture a limitless amount of information, data, and history of your donors, prospects and constituents Who am I?

4. Please let us know Your Name Your Organization How you track your donors & people currently? Who Are You?

5. CRM stand for “Customer” or “Constituent” Relationship Management Both used to track people Fundraising Software enables you to track donors activities & histories Donation Software might just track “Donations”, and what you need to track are “Donors” Many times CRM or Fundraising software can also help you track events, memberships, letters, emails, and more. CRM SoftwareVersus Fundraising Software Versus Donation Software

6. Web Based or SaaS SoftwareVersus Computer or Server Based Software Computer or Server Based SaaS or Web Based Software is installed and runs on your computer This is what we are most familiar with If it runs on a server it can be access from a network Must have special software & security installed to access system from outside of the office You manage all updates, backups, and computer / server issues. Ability to operate from an internet browser Similar to banking software you might use or Google Apps No software to be installed Data is located at provider’s offices or better yet a data center. Provider manages all updates, backups, and computer/server issues

7. Computer / Server based Software Benefits You do not need internet access to access your data You have more control over updates & backups Usually a lower one-time purchase price. Issues You need to manage your backups & if a computer or server crashes it is your responsibility to fix it You can only access your data from the computer or server it is on. Software can be easily outdated and you will need to update or upgrade the software yourself Security

8. SaaS or Web Based Software Benefits Issues Work from anywhere you have an internet connection Backups & updates are handled automatically No need to maintain your own server or database on your computer Additional security is usually provided Data can be updated from multiple locations all at once You can work with Mac & Pc Computers in the same environment Internet Access is Required You probably will not have access to the “source code”, but may have access to API or SOAP connections. Make sure you can get the data you require out of the system, because the reports & exports have to meet your needs Upgrades can happen without warning at times. Make sure to check the uptime of the provider Make sure to check the speed of the software online

9. Do you just need a donation page? Or do you need to track “Donors” and “Fundraising”? What kind of reports & data do you need from the system? How much segmenting is important to you? Do you need to send out emails and track them? Do you need to send & manage letters? Do you want the system to automatically send emailed tax receipts? Would you like to be able to enter batches of donations by check? Do you need to manage Soft-Credits, Split Donations, or Matched Pledges? Do you want your website to connect to your CRM or fundraising system? What do you need to do with your CRM or Fundraising System?

10. Do you manage events? Do you manage membership? Would you like to run surveys? Would you like to do “peer to peer” fundraising? Do you need to give access to other people in different locations? Would you like to share documents as staff or attach documents to people in your database? Do you need to track volunteers? Do you need to see the relationships between people in your database? Do you want to give your donors & constituents access to their own records? What do you need to do with your CRM or Fundraising System? (continued)

11. Many choices- trick is to find out what best matches your needs. Focus on your needs, not the flash. Market falls into a few segments Fundraising software that is Web Based and can connect into your existing website like Etapestry, DonorPerfect Online, or NEON Fundraising software that is “open source” like CiviCRM CRM software that is web based but requires a consultant to setup properly like Salesforce The CRM & Fundraising Software Market

12. NEON Contact Record NEON Peer to Peer Fundraising NEON Reporting NEON Events NEON Web Pages A Small Look at NEON

13. Create a Plan: What do you need? What do you have to spend? When do you need it by? Create a “Must Have” & “Desired” List Create a realistic budget for what you have to spend over the next five years Create a realistic goal date for when you would like to be up an running by including selection & training Are customizations or consulting an option? Finding the Right Solution part I

14. Figure out which vendors have the best match for what you are seeking and for what you can afford. Send the vendors a list of your requirements Ask for pricing based on your requirements Compare the vendors responses in the same format Attend a demonstration of the 2 or 3 vendors that best match what you need See if you can “test” the system yourself Finding the Right Solution part II

15. Ask the vendors questions about any items you are unsure of. There are no “stupid” questions. Ask the vendor for an implementation time schedule & plan. Ask for references from other organizations using the system If customizations are possible see what it would take for a “perfect” solution. Compare capabilities & pricing and make your selection Finding the Right Solution part III

16. NTEN Idealware TechSoup Google AdWords Program for Nonprofits AFP Conference Good Resources for Nonprofits

17. Feel free to contact me: Jeff Gordy (888) 860 6366 ext. 105 jgordy@z2systems.com 10% off First Years “Monthly Fees” for organizations attending today Sign up for a trial or demonstration at www.z2systems.com Open for Questions

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