A summary of AFD add-ins for ProgressCRM

In the session notes from June's Third Wednesday Seminar, AFD explain all - including 'how better data leads to lower costs, supports sound financial governance - and helps deliver great customer service.'

Third Wednesday Seminar presentation on Business Automation, June 2010

ASI held its live Third Wednesday Seminar on 16th June on Business Processes, hosted by your Customer Account Managers Tracey Bristow and Carol Charlton. 

Click the download in the bottom right corner to get this presentation.

You can also see AFD's 'Session Notes' by clicking here

Gift Aid processing guide for users

A user guide on Gift Aid processing for the ProgressCRM community

Paperless Direct Debits

This Powerpoint is from our Third Wednesday Seminar for Progress users on 17th March 2010. For more information, customers should contact their Account Managers.

Charity IT Challenges & Opportunities

This inaugural survey was run online, and asked respondents from the UK charity sector specific questions about what they saw as the key challenges and opportunities for 2010 and beyond. One hundred and fifty people took the time to complete the survey, and they worked in a variety of functional areas (IT, fundraising, management etc). The organisations they represented were small, medium and large not-for-profit organisations, based on number of employees. The analysis of results highlights any differences according to organisation size, where relevant.

Click on the bottom right of this panel for the download

Discover Dashboards

Presentation from ASI Europe's Discovery Day October 2009

The Dashboard is the new  module for ProgressCRM.
Launched in September this year this new module extends the reach of Progress software across your organisation. Robin Fisk reveals how the module works and the benefits it brings. 

During the presentation, Robin offered some free utilities that will help you create your bespoke information views. If you would like these, please contact your Customer Account Manager.

Discover whether to upgrade:

Presentation from ASI Europe's Discovery Day October 2009

We all know it's the right thing to do but it takes some planning and commitment. Discover some useful hints and tips from Terry Carter and Tracey Bristow about how to ensure your next upgrade is a success.

ProgressCRM- Integrating external data:

Presentation from ASI Europe's Discovery Day October 2009

Are you using Just Giving or other alternatives for fundraising? Discover how the utilities in ProgressCRM can help get that information into the system in an effective way. Tracey Bristow will also cover some of the lesser known utilities that help to manage the Progress application.

Web integration

Presentation from ASI Europe's Discovery Day October 2009

How to integrate your website to ProgressCRM using Web Services.
This session will focus on the business benefits, and considerations you need to be aware of; and we'll share practical feedback and tips on how to tackle a project. Supporting Carol Charlton with technical input will be Phil Belenkin, Web Services developer.

Query or direct mail?

Presentation from ASI Europe's Discovery Day October 2009.

Ever wondered when to use one or the other? Did you know both options existed? Just wanted to discover more?
Gemma Spratt will lead a session that demonstrates the purposes of these two tools, and provides some handy tips as she walks us through the software.