What s new in ProgressCRM? Paul Beverley, UK Country Manager & ProgressCRM Product Advisory Committee

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1 What s new in ProgressCRM? Paul Beverley, UK Country Manager & ProgressCRM Product Advisory Committee

2 Software Releases Technical Support Development Plans for 2015

3 ProgressCRM Release Schedule ProgressCRM December 2013 ProgressCRM February 2014 Record Merge Utility ProgressCRM May 2014 ProgressCRM October 2014

4 ProgressCRM What was new in 2014?

5 Shameless Plug 14:45 Why You Need to Upgrade to ProgressCRM2014 Over the last 2 years a lot of new features have been added to ProgressCRM. We know you don t always get the time to review our product updates and new features documents, so we thought we d bring them to you. Come to this session to learn some of the features that have been added to ProgressCRM, to see why you need to upgrade. Presented by Tracey Barrett

6 Progress Note: Requires AFD BankFinder for bank detail validation

7 Progress This includes several new features

8 Progress Gift Aid Small Donations Scheme

9 Progress Archived Record Audit

10 Progress and Phone Only Accounts

11 New Record Merge Utility

12 ProgressCRM ProgressCRM and Batch Entry SMR fix release

13 ProgressCRM Security rights for Contact History and General Import Utility Import field length extended

14 ProgressCRM You can now import Events and Event Invitations

15 ProgressCRM Changes have also been made to the Name and Address Import

16 ProgressCRM More display options in duplicate check Option to reactivate an archived record

17 ProgressCRM Option to Stop and Resume Import Process

18 ProgressCRM Display of how many records left to check

19 ProgressCRM Improved User Interface for Delete Messages

20 ProgressCRM

21 Technical Support for ProgressCRM

22 What We Do 2014 thru to September, Tech Support dealt with 12,470 new issues globally Amount

23 What We Do 2014 thru to September, Tech Support dealt with 879 new ProgressCRM issues Amount

24 What We Do How the SMR issues were handled - Globally Resolved DEF / RSE Unresolved

25 What We Do How the SMR issues were handled for ProgressCRM Resolved DEF / RSE Unresolved

26 How We Are Measured I am Satisfied Overall with the service I received : 94.7% * = 2.05 % 2 = 3.28 % 3 = % 4 = % 5 = %

27 How We Are Measured I am Satisfied Overall with the service I received : 92.7% * = 2.66 % 2 = 4.66 % 3 = % 4 = 9.31 % 5 = % * Figures taken up to September 30, 2014

28 How We Are Measured Clients who have submitted an SMR during the year will also get sent a Client Satisfaction Survey. 2 Basic Questions: Based on the service you have received how likely is it that you would recommend ProgressCRM to a friend or colleague? How likely is it that you would recommend ASI to a friend or colleague? Responses = Not likely 10 = Extremely likely

29 How We Are Measured Overall Customer satisfaction: 2010 = 85 % 2011 = 90 % 2012 = 88 % 2013 = 91%

30 ProgressCRM What s planned for 2015?

31 Product Advisory Council (PAC) Who we are Graham Dunn (Scripture Union) Ali Eldergill (SSAFA) Adrian Mitchell (Variety) Martin Parsons (CMF) Chris Ransom (Lepra) Gary Stevens (Wildlife Trust BCN) Jean Waller (The Children s Trust) What we do: We are here to listen to the Progress Users and make recommendation to ASI on development of Progress CRM.

32 Channel s of Communication - Please feel free to attend: - Sprint Review Meetings - 3 rd Wednesday Sessions

33 Suggested ProgressCRM Release Schedule Continuous Delivery More frequent smaller updates rather than 1 annual release Proposition for 2015, is 3 releases March 2015 June 2015 October 2015

34 What are ASI working on right now? Making changes to the Gift Aid Utility Adding the ability to link a gift aid declaration to a scanned copy, allowing the option to scan manually or add a group of scanned declarations using the import module

35 Gift Aid Declarations Adding a new upload\view button

36 Gift Aid Declarations New view showing list of uploaded declarations

37 Gift Aid Declaration Import Wizard

38 What is next? Soft Credits Allow donations to be soft-credited to multiple contacts / staff members

39 What is next? Project, Fund & Source Codes Improvements to functionality and usability of the project and fund accounting features, making them more generally applicable to all clients Such as allowing a single transaction of income to be split across multiple fund codes

40 What is next? Contact History Security Improvements to functionality and usability of Contact History security

41 What is next? Contact History Security Selective visibility based on security settings

42 What is next? Data Protection Update Data Protection report to include details required by law

43 What is next? Major Donors Improvements to existing Major Donors functionality, as per client feedback from recent event.

44 What is next? Volunteers Improvements to existing Volunteer functionality, as per client feedback from recent event.

45 Any Questions? Please feel free to talk with any of the PAC during the day.