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.

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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.

Customising your database

Presentation from ASI Europe's Discovery Day October 2009

One size doesn't fit all! 
Discover how you can shape ProgressCRM to suit the way your organisation works. This session includes practical advice on using record types, info tabs, flags, groups, contact history types and user defined tabs. Lead by Carol Charlton, this will suit new users of Progress as well as a refresher for existing users.

Progress Technical Support Guide

For Progress administrators or others in their organisation to have access to Technical Support for ProgressCRM, and need to obtain the credentials, then download this Technical Support Guide. The document also explains how to submit a request, following up on open requests, calling Tech Support, and submitting a ‘request for enhancement'.

ProgressCRM Dashboard

The ProgressCRM dashboard keeps you up to date.

ProgressCRM 100% rated by users

Highlights of the CRM survey in Civil Society IT magazine March 2009