AdvantageNFP - Database Essentials Seminar
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The document is a presentation titled "Funding the Future – CRM Database Essentials" created by Steve Cast from Redbourn Business Systems Limited. It discusses the necessity of CRM databases, exploring options between DIY solutions and off-the-shelf products while providing practical examples and demonstrations. The presentation concludes with next actions and pointers for successful implementation.
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 steve.cast@redbourn.co.ukThank 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 Feedbackfeedback@redbourn.co.ukFunding 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 Feedbackfeedback@redbourn.co.ukFunding 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