Advanced Data Management for Luminate CRM with Apsona
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This document discusses Apsona, a company that provides advanced data management products and services for Luminate CRM. Apsona offers products like Apsona for Salesforce and Multi-Step Reporting to help users manage data, create reports, and generate documents easily within Luminate CRM. It also provides custom development and consulting services. The document highlights key details about Apsona's offerings, philosophy, customers, and goals to help users get the most out of managing their Luminate CRM data and reporting.
Advanced Data Management for Luminate CRM with Apsona
- 1. ADVANCED DATA MANAGEMENT FOR LUMINATE CRM WITH APSONA PRESENTED BY DEREK MARTIN AND M. A. SRIDHAR
- 2. Manage data, create reports, generate documents - easily! #Apsona #bbcon 2 #bbcon Tweet this now
- 3. About Apsona 3 #bbcon
- 4. Apsona the Company Company • On AppExchange since 2011 • ~ 900 organizations, ~ 3000 users • ~ 20 Luminate CRM orgs Akilah Institute, Food & Water Watch, Interlochen Center, Mission of Hope Haiti, Save SF Bay Partners • Many of the major non-profit consulting companies Philosophy • Motto: Make products useful! • We donate 10 free licenses to qualifying non-profits • Small and nimble – two employees • Rapid turnaround for customer requests • Very accessible support • We want to make Apsona work for you! 4 #bbcon
- 5. Apsona the Company – by the Numbers 5,000 Users 900 Organizations 210 Reviews on AppExchange 4.9 Rating on AppExchange 3 ½ Years since AppExchange listing 2 Employees 1 Goal: Happy users! 5 #bbcon
- 6. Apsona Products and Services • Products • Apsona for Salesforce, • Multi-step Reporting • Document and Mail Merge • Development practices • Lean technology stack, enables quick bug fixes and feature additions • Bug fixes are automatic – no need for user action of any kind • Very security-conscious: no data leaks! • Services • Apsona custom development • Salesforce development 6 #bbcon
- 7. Apsona for Salesforce Data Management Console Easy Data Management • Built-in import, update and upsert features • Import with automatic lookup across objects • Quick and easy data export • Mass update of filtered data: update any number of records in one click • Mass add-to-campaign: add any number of leads/contacts to a campaign in one click Reporting & Filtering • Sophisticated re-usable filtering • Filters and reports can use fields from all related objects • "Exception" filters and reports (e.g., find all accounts that have no donations)
- 8. Apsona Multi-Step Reports Go beyond native Salesforce reporting • Full support for cross-object reporting • Supports any number of Salesforce objects, native or custom • Includes "exception" filtering • No need for any coding or IT involvement • Entirely browser-based, with no plugins or add-ons needed
- 9. Demo • Generate an End-of-Year Summary that can be mailed to your 2014 donors • Import a file of donations and donors • Create a report that shows you giving, broken out by year, for event attendees for the last three years 9 #bbcon
- 10. Did this session leave you feeling electrified? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 10 #bbcon