System features and customisation
- Configuration and customisation control panel - allows customisation of all user-definable areas, system policies and drop-down lists
- Security - system administrator defined user names, security groups and access rights
- Audit logging - captures date, time, user name, before and after for all field changes (customisable)
- Log in using ProgressCRM or pass through using Windows user authentication
- Full access for permitted personnel to your data in the SQL Server - using ProgressCRM authentication
- Processes - user defined batch processes to run SQL Server stored procedures and reports
- Import module - present data in a predefined format for rapid import, or script your own imports from data in other structures. Supports on-the-fly de-duplication.
- De-dupe and merge-purge - identify duplicates in your Progress database and selectively merge-purge to clean up your data
Management information and reports
- Info views - charts showing live database information - KPIs etc
- Run reports
- Data protection report - displays all contact information on a printable web page.
Contact information and functions
- Name and address management - multiple names per address and vice versa; record type; phone numbers; email and web address; block contact; links to optional AFD Postcode software; area defaults according to postcodes
- Change Address function retains prior addresses for searching
- Full Search - by a large range of fields including name and general contact information, previous addresses, Contact History, Groups, Finance, Events, Relationships, Bank Accounts, Credit Cards and Info 1 tabs
- Quick Search - by record number, membership number, organisation name, postcode and user definable fields
- Electronic Post Note for urgent and important contact information
- Task lists for assigned tasks and task management
- ‘Send letter' function to call up a template and personalise to this contact
- Record Ownership - confidentiality feature for celebrity and VIP contacts
Fundraising features
- Campaigns - budget versus actual tracking, expenditure, graphical summary and ROI calculation
- Appeals - free-standing or as part of a campaign - with budgets versus actual tracking, expenditure, graphical summary and ROI calculation
- DM campaigns exported using the Query and/or Segmented DM Campaign modules
- Trust applications - tracking and reporting
- Committed giving (see Financial features)
- Gift Aid tax reclaim - Inland Revenue approved system (see Financial features)
- Collection box monitoring
- Fund management
- Thank you letter production - based upon user-definable business logic
Contact-related tabs (pages)
- Contact Summary tab and View - a read-only tab containing query-able contact information, status codes, and summaries of transactional data at a glance
- Contact History tab - track inbound communications (e.g. enquiries, complaints) and automatic logging of outbound communications (e.g. mail-merges and single letters), and supporter activity. Assign tasks to other users, enter information on to user-defined forms for tracking different types of activity, save attachments and define outcomes.
- Groups tab - assign people into discrete mailing lists for easy selection.
- Flags tab - user-definable page of up to 50 tick boxes to block / enable specific types of contact
- Finance tab - contains history of all financial transactions relating to a contact, and soft-credits
- Gift Aid tab - multiple Gift Aid Declarations and supporter tax information
- Bank Accounts tab - multiple bank account records for electronic fund processing
- Credit Cards tab - multiple payment card records for electronic fund processing
- Contact Numbers tab - multiple, user-definable contact numbers, email addresses etc per contact
- Info 1 tab - user definable tab containing 40 assignable fields (10 each of text, date, number and tick-box)
- Info 2 tab - as Info 1 but definable at Record Type level
- Other details tab - further contact-related information including gender, date of birth, honours, former name etc.
- Payment Plans tab - holds multiple commitments of pledged donations / payments from a contact
- Relationships tab - tracks who-knows-who and complex relationships between contact entities in Progress, with graphical tree display
- Notes tab - free text notepad
- User defined tabs - up to 10 may be defined, linked to standard Progress tables or views, or linked to user-defined tables and views.
Query features
- Easy to use point-and-click query tool
- Access to all fields in the database
- Queries can be private, departmental or global
- Detail and summary functions
- Export result-set, cherry-pick the results
- Saves last results of each query and allows complete refresh
- Can incorporate any user-defined SQL Server views
- Cross-reference the results with other queries - select results that are common or unique
- Top n; random 1 in n; export to Word, Excel, CSV, HTML
Financial features
- Single transaction entry (feature can be suppressed if required)
- Batch Transaction Entry - rapid entry of manual financial transactions, with batch total controls
- Gift Aid reclaims - assesses all transactions for eligibility for tax recovery. Produces R68 claim form.
- Charity Voucher reconciliation
Existing databases to convert?
Data conversion can be provided to ensure that the data in your existing database(s) is safely converted into ProgressCRM. There is no need for a long 'down time' either - our data conversion scripts can be run and re-run during the project to check that data is being successfully mapped out, and then can be run at the last moment prior to going 'live' on ProgressCRM - so the latest, up to date information is there when you start.
It is also possible to improve existing data, including cleaning the address data and matching the database against gone-away files.
Implementation - a managed process
Our Genesis implementation methodology ensures you get up and running with ProgressCRM with the system you need - on time and on budget. Placing an emphasis on preparation and information gathering, Genesis provides a framework for ensuring a successful implementation with the least possible stress for all concerned. Our Projects team is experienced in implementing ProgressCRM for a wide variety of not-for-profits, and can advise you of the best approach to your project. During the implementation you have access to your projects team, who will hand over to our support team after going live.
Training
We work with you to devise a training plan to ensure that the right people get the right training in all the right subject areas. Either at your place or in our London training facility, training is delivered for classes of up to 6 people with the emphasis on hands-on experience.
Life after going live - support services
We offer services to meet a wide range of needs. Our standard service level agreement provides a Helpdesk and new releases of the software included in the charge. Over and above this you may require additional services, including regular account management meetings, direct access to 2nd line support services, and possibly the services of a consultant on site from time to time. This can be organised into a service level agreement to meet your requirements to ensure that you continue to get the best out of your ProgressCRM investment.
