AdvantageNFP - Database Essentials Seminar
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This seminar, presented by Steve Cast MInstF, MD and founder of Redbourn Business Systems and AdvantageNFP, explores the arguments for developing inhouse CRM solutions or purchasing off the shelf products. Originally presented to a schools conference, the argumets are the same for any NFP organisation.
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AdvantageNFP - Database Essentials Seminar
- 1. Income Generation Ltd Funding the FutureCRM Database Essentials15th June 2011 © Steve CastRedbourn Business Systems Limited
- 2. POLITE NOTICEThis presentation is Copyright © Steve Cast, of Redbourn Business Systems Limited 2011 with all rights reserved. Please do not distribute this presentation without first confirming with [email protected] YouFunding The Future – CRM Database Essentials Slide 2 © Steve Cast, Redbourn Business Systems Limited
- 3. PLEASESWITCH OFFYOURMOBILE PHONESTHANK YOU!Mobilise Your Data Slide 3 © Steve Cast, Redbourn Business Systems Limited
- 4. When?Why?Where?Question and Answer SessionAt The EndWho?Why?How?When?Who?What?Moilise Your Data Slide 4 © Steve Cast, Redbourn Business Systems LimitedFunding The Future – CRM Database Essentials Slide 4 © Steve Cast, Redbourn Business Systems Limited
- 5. IntroductionFunding The Future – CRM Database Essentials Slide 5 © Steve Cast, Redbourn Business Systems Limited
- 6. For a free copy of this presentation please visit www.redbourn.co.uk or leave your business card with me. Please Give Us Your [email protected] The Future – CRM Database Essentials Slide 6 © Steve Cast, Redbourn Business Systems Limited
- 7. CRM Database EssentialsDo We Need A CRM Database?DIY or“Off The Shelf”Do We Need A CRM Database?DemonstrationNext ActionsMobilise Your Data Slide 7 © Steve Cast, Redbourn Business Systems LimitedFunding The Future – CRM Database Essentials Slide 7 © Steve Cast, Redbourn Business Systems Limited
- 8. Do We Need A CRM Database?Mobilise Your Data Slide 8 © Steve Cast, Redbourn Business Systems LimitedFunding The Future – CRM Database Essentials Slide 8 © Steve Cast, Redbourn Business Systems Limited
- 9. CRM Database EssentialsWhy Do We Need A CRM Database? 1 of 2Funding The Future – CRM Database Essentials Slide 9 © Steve Cast, Redbourn Business Systems Limited
- 10. CRM Database EssentialsWhy Do We Need A CRM Database? 2 of 2Funding The Future – CRM Database Essentials Slide 10 © Steve Cast, Redbourn Business Systems Limited
- 11. CRM Database Essentials:What Is A CRM Database?Funding The Future – CRM Database Essentials Slide 11 © Steve Cast, Redbourn Business Systems Limited
- 12. CRM Database EssentialsDo We Need A CRM Database?DIY or“Off The Shelf”DIY or“Off The Shelf”DemonstrationNext ActionsMobilise Your Data Slide 12 © Steve Cast, Redbourn Business Systems LimitedFunding The Future – CRM Database Essentials Slide 12 © Steve Cast, Redbourn Business Systems Limited
- 13. CRM Database Essentials:DIY or “Off The Shelf”“Horses for Courses”Funding The Future – CRM Database Essentials Slide 13 © Steve Cast, Redbourn Business Systems Limited
- 14. CRM Database Essentials:DIY or “Off The Shelf”Funding The Future – CRM Database Essentials Slide 14 © Steve Cast, Redbourn Business Systems Limited
- 15. CRM Database EssentialsPopular DIY Choices:Funding The Future – CRM Database Essentials Slide 15 © Steve Cast, Redbourn Business Systems Limited
- 16. CRM Database Essentials:MS Excel Funding The Future – CRM Database Essentials Slide 16 © Steve Cast, Redbourn Business Systems Limited
- 17. CRM Database Essentials:MS ExcelFunding The Future – CRM Database Essentials Slide 17 © Steve Cast, Redbourn Business Systems Limited
- 18. CRM Database Essentials:MS Excel TipsFunding The Future – CRM Database Essentials Slide 18 © Steve Cast, Redbourn Business Systems Limited
- 19. CRM Database Essentials:MS Access
- 20. CRM Database Essentials:MS Access TipsFunding The Future – CRM Database Essentials Slide 20 © Steve Cast, Redbourn Business Systems Limited
- 21. CRM Database EssentialsPopular “Off The Shelf” Choices:Funding The Future – CRM Database Essentials Slide 21 © Steve Cast, Redbourn Business Systems Limited
- 22. CRM Database Essentials:AdvantageFundraiserFunding The Future – CRM Database Essentials Slide 22 © Steve Cast, Redbourn Business Systems Limited
- 23. CRM Database EssentialsDo We Need A CRM Database?DIY or“Off The Shelf”DemonstrationNext ActionsDemonstrationMobilise Your Data Slide 23 © Steve Cast, Redbourn Business Systems LimitedFunding The Future – CRM Database Essentials Slide 23 © Steve Cast, Redbourn Business Systems Limited
- 24. CRM Database Essentials AdvantageFundraiser Live DemonstrationFunding The Future – CRM Database Essentials Slide 24 © Steve Cast, Redbourn Business Systems Limited
- 25. CRM Database EssentialsDo We Need A CRM Database?DIY or“Off The Shelf”DemonstrationNext ActionsNext ActionsMobilise Your Data Slide 25 © Steve Cast, Redbourn Business Systems LimitedFunding The Future – CRM Database Essentials Slide 25 © Steve Cast, Redbourn Business Systems Limited
- 26. CRM Database EssentialsNext ActionsFunding The Future – CRM Database Essentials Slide 26 © Steve Cast, Redbourn Business Systems Limited
- 27. CRM Database EssentialsDo We Need A CRM Database?DIY or“Off The Shelf”DemonstrationNext ActionsMobilise Your Data Slide 27 © Steve Cast, Redbourn Business Systems LimitedFunding The Future – CRM Database Essentials Slide 27 © Steve Cast, Redbourn Business Systems Limited
- 28. CRM Database Essentials: PointersBudget Wisely andRemember SupportInvolve EverybodyIn The ProcessYou Are Probably NotAs Unique As You ThinkSteve Cast, MInstFFounder and Managing Director, Redbourn Business Systems LtdFunding The Future – CRM Database Essentials Slide 28 © Steve Cast, Redbourn Business Systems Limited
- 29. CRM Database EssentialsNeed More Help?Funding The Future – CRM Database Essentials Slide 29 © Steve Cast, Redbourn Business Systems Limited
- 30. CRM Database EssentialsQuestion and Answer SessionFunding The Future – CRM Database Essentials Slide 30 © Steve Cast, Redbourn Business Systems Limited
- 31. For a free copy of this presentation please visit www.redbourn.co.uk or leave your business card with me. Please Give Us Your [email protected] The Future – CRM Database Essentials Slide 31 © Steve Cast, Redbourn Business Systems Limited
- 32. Thank You For Your TimeFunding The Future – CRM Database Essentials Slide 32 © Steve Cast, Redbourn Business Systems Limited
- 33. CRM Database EssentialsNeed More Help?Funding The Future – CRM Database Essentials Slide 33 © Steve Cast, Redbourn Business Systems Limited