I am a Salesforce Administrator where I work and I am also in sales and marketing. The sales cycle and the church membership cycle are very similar. Please hear my heart I am not trying to reduce the saving, mending, training and sending of disciples to a sales pitch. What I am saying is they can be managed similarly. On top of that you can manage staff, elders, volunteers, giving, campaigns, giving, and anything else you want to report on from one program. And one more important thing, I almost forgot, the first 10 licenses are FREE! And I am not talking about some stripped down demo versions. I am talking about a full-blown enterprise level software. I am interested in working with a couple of churches to develop a process by which we analyize the needs of your congregation and then customize the software to fit those needs. I will provide all of the customization free of charge. All I ask in return is that the senior pastor agree to adopt this system and personally commit to implementing it himself first, and then his staff and volunteers. I have found in order for adoption of this software to work it must start at the top. I am typing this on a iPad and I am sorry for any spelling or grammatical errors.
Duane, I would be more than happy to help you. Have used the only training to understand how reports in SF work? If you haven't that would be good place to start. There are three different styles of reports available in SF. Each style is used to provide different types of information. The second thing I would do is try and find a report in the list of standard reports that most closely fits what you want and then modify in order to report the data you want. If you want lets set a time where we can do a gotomeeting and I will share my screen with you and we can walk through some of this. Please feel free to email me at [email protected].
Posted in: What software works for tracking church membership information?
I am a Salesforce Administrator where I work and I am also in sales and marketing. The sales cycle and the church membership cycle are very similar. Please hear my heart I am not trying to reduce the saving, mending, training and sending of disciples to a sales pitch. What I am saying is they can be managed similarly. On top of that you can manage staff, elders, volunteers, giving, campaigns, giving, and anything else you want to report on from one program. And one more important thing, I almost forgot, the first 10 licenses are FREE! And I am not talking about some stripped down demo versions. I am talking about a full-blown enterprise level software. I am interested in working with a couple of churches to develop a process by which we analyize the needs of your congregation and then customize the software to fit those needs. I will provide all of the customization free of charge. All I ask in return is that the senior pastor agree to adopt this system and personally commit to implementing it himself first, and then his staff and volunteers. I have found in order for adoption of this software to work it must start at the top. I am typing this on a iPad and I am sorry for any spelling or grammatical errors.
Posted in: What software works for tracking church membership information?
Duane, I would be more than happy to help you. Have used the only training to understand how reports in SF work? If you haven't that would be good place to start. There are three different styles of reports available in SF. Each style is used to provide different types of information. The second thing I would do is try and find a report in the list of standard reports that most closely fits what you want and then modify in order to report the data you want. If you want lets set a time where we can do a gotomeeting and I will share my screen with you and we can walk through some of this. Please feel free to email me at [email protected].