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Family org sg Family org sg Presentation Transcript

  • I. Asterisk Company ProfileII. Focus on the Family Company ProfileIII. Focus on the Family ChallengesIV. Asterisk NGO/NPO SolutionV. CRM SolutionVI. ERP SolutionAgenda
  • Customer Based: Services:More then 150 customers Enterprise Resource PlanningInternational Partner Network Customer RelationshipReach: ManagementMore than 50 Countries Business Intelligence Online Media MobilityHQ Office:SingaporeOffices:Malaysia, Philippines, Why ChooseThailand, India Asterisk
  • OfficeLocations Thailand India Philippines Singapore Malaysia
  • Products &EnterpriseResource Services Planning Customer Relationship Management Business Intelligence Online Media Mobility
  • The InitiativeFamiliar to your Fits with your Fuels your Enables confident people systems business decision making productivity Structured Unstructured
  • Focus on the Family Singapore is a local charity with IPCFocus on the status dedicated to helping families thrive.Family Profile By providing affordable and quality family life education through talks and workshops, resources on an array of important issues, personal counselling, and much more, they aim to support every family with trusted help and encouragement.Mailing lists and monthly newsletters were implemented in theirprogram as well as having an active facebook page, a youtubechannel and a blog that clearly articulates the company’s aims andgoals.
  • Focus on the Focus on the family has already established a strongFamily Profile advocacy amongst the community. It has already successfully planted the seeds of its valuable cause and has consistently reaped the satisfactory rewards of seeing families thrive happily in the midst of a troubled world.But it’s a daily battle and Asterisk would like to help to make iteasier and simpler for Focus on family to simply focus on theircampaign; help families thrive at every stage of life.
  • Specifically tailored for a charity organization,Asterisk offers the Asterisk NGO/NPO Solutions whichincludes both an ERP and CRM Solution, that wouldcover all the needs and challenges that Focus onthe Family might be experiencing and would bemeeting in the very near future. Asterisk NGO/NPO Solutions
  • Holistic systemcovering the Volunteercrucial points Management Donor Inventory Management Asterisk Management NGO/NPO Solutions Charity Event Accounting Management Standards
  • • Volunteer Management• Donor Management• Event Management• Family-oriented services• Web Store Management Strengthen your organization and community
  • Powered byMicrosoftDynamics CRM Asterisk CRM Solutions for Focus on the Family
  • 1. Donor Management 2. Event ManagementAsterisk 3. Contact ManagementCRM Solutions 4. Family Orientedfor Focus on Servicesthe Family 5. Email MarketingThe following functionsare included in the said Servicessolution: These would be all under an umbrella program, the Asterisk Membership & Loyalty Program
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership The Focus on the Family staff will be able to send an introductory eDM to its leads and contacts through the Asterisk CRMMembership & Membership & Loyalty Solutions.Loyalty Program: Contacts can be managed andCustomer updated easily and the targetingMember of each group segment (throughAcquisition the Contact Management function), whether they areMembership & LoyaltyProgram Step 1 volunteers, donors or just family participants can be done flawlessly. eDMs that would tailored to each target segment would then be created.
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:CustomerMemberAcquisitionMembership & LoyaltyProgram Step 1Donor eDM
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:CustomerMemberAcquisitionMembership & LoyaltyProgram Step 1Volunteer eDM
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:CustomerMemberAcquisitionMembership & LoyaltyProgram Step 1Family Participant eDM
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership It can also show web page views and interactions:Membership &Loyalty Program:CustomerMemberAcquisitionMembership & LoyaltyProgram Step 1
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership As well as the no. of recipients who opened the eDM, as well as the number of bouncedMembership & backs:Loyalty Program:CustomerMemberAcquisitionMembership & LoyaltyProgram Step 1
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership All Intro Membership eDM will contain a link, directing users to the online membership form in Focus on the family website:Membership &Loyalty Program:CustomerMemberAcquisitionMembership & LoyaltyProgram Step 1
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:CustomerMemberAcquisitionMembership & LoyaltyProgram Step 1Landing page Sign up as a donor:
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:CustomerMemberAcquisitionMembership & LoyaltyProgram Step 1 Sign up as a volunteer:
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:CustomerMemberAcquisitionMembership & LoyaltyProgram Step 1 Or sign up as a regular family participant. Upon successful sign-up, there’s the next step.
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Users will be informed of the approval of their membership application via a welcomeMembership & eDM.Loyalty Program:Membership on There will be separate eDMs asBoarding well for the different targetMembership & Loyalty markets.Program Step 2
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:Membership onBoardingMembership & LoyaltyProgram Step 2Donor eDM
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:Membership onBoardingMembership & LoyaltyProgram Step 2Volunteer eDM
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:Membership onBoardingMembership & LoyaltyProgram Step 2Family Participant eDM
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership A welcome brochure and thank you gift would be mailed to the donors, the market who would be contributing the most of the financial support.Membership &Loyalty Program:Membership onBoardingMembership & LoyaltyProgram Step 2 Sample gift Next step then would be…
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership To keep members constantly engaged, updated and interested, monthly eDMs willMembership & be sent to them.Loyalty Program:Membership Focus on the family newsletterRetention program would then beMembership & Loyalty reinstated with the latest newsProgram Step 3 and articles about sustaining a happy marriage, smart parenting tips, counselling privileges as well as invites to events, workshops and Focus on the Family programs.
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:MembershipRetentionMembership & LoyaltyProgram Step 3Sample event eDM
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:MembershipRetentionMembership & LoyaltyProgram Step 3Sample articles eDM
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Certain events and activities can also be offered for members as a reward. TheMembership & Event Management functionLoyalty Program: then would be especially useful on this part, as it can also helpMembership the organization with theRewards budgeting, planning,Membership & Loyalty scheduling, booking, floor planProgram Step 4 management, marketing, invitation, registration, and other necessary event requirements.
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Possible for members can be: • Exclusive event invitesMembership & • Updates and Advice on howLoyalty Program: to nourish a happy family lifeMembership • Workshops & Programs forRewards CouplesMembership & Loyalty • Brain and Fitness ProgramsProgram Step 4 • Parenting tips • Interactive workshops for the whole family • Web store discounts • Freebies
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Reward programs are one way of ensuring the retention of members by keeping themMembership & happy and engaged.Loyalty Program:Membership For members who aren’t thatRewards engaged in any efforts of theMembership & Loyalty Focus on the Family campaignProgram Step 4 may bring, there’s always the next step.
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership The Focus on the Family staff will be able to identify inactive members, those who haven’tMembership & participated in any activities orLoyalty Program: may they be a volunteer, a donor or just a regular familyMembership participant.ReactivationMembership & LoyaltyProgram Step 5 These inactive members will be reminded of their status via the “We Missed You” eDM which will be sent using the CRM Membership Solutions.
  • Acquisition On Boarding Retention Rewards Reactivation Thought LeadershipMembership &Loyalty Program:MembershipReactivationMembership & LoyaltyProgram Step 5Sample eDM
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Efforts such as the “We Miss You” email will be effective inMembership & regaining lost members andLoyalty Program: reminding them of the helpfulMembership benefits and advantages ofReactivation their Focus on the Family Membership.Membership & LoyaltyProgram Step 5
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Thought Leadership Since Focus on the FamilyMembership & already maintains a blog andLoyalty Program: youtube channel for theirCampaign materials and resources,Advocacy, integration of these materials should be made then to theThought eDMs and newsletters, furtherLeadership engaging readers to visit theMembership & Loyalty blog and even watch theirProgram Step 6 videos.
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Thought LeadershipMembership &Loyalty Program:CampaignAdvocacy,ThoughtLeadershipMembership & LoyaltyProgram Step 6Link Facebook andYoutube page tonewsletters
  • Acquisition On Boarding Retention Rewards Reactivation Thought Leadership Thought Leadership Regular upkeep of both mediaMembership & channels and Facebook pageLoyalty Program: should be done, ensuring thatCampaign a steady slate of relevantAdvocacy, topics would be covered, strengthening the advocacy ofThought the Focus on the Family.LeadershipMembership & LoyaltyProgram Step 6
  • Powered byMicrosoftDynamics NAV Asterisk ERP Solutions for Focus on the Family
  •  Charity Accounting Standards Donation Management Web Store Inventory Event Management Track, manage and monitor your financial activities
  • 1. Charity Accounting Standards and ProcessesAsterisk 2. Chart of AccountsERP Solutionsfor Focus on 3. Inventory Management (Bookstore and Novelties)the FamilyThe following functions 4. Sales Managementare included in the saidsolution: 5. Services Sales Management 6. Fixed Assets Management 7. Purchasing and Procurement 8. Reporting and Analytics
  • Charity AccountingStandards andProcessesThis will make iteasy to generatefinancialstatements onhow they receivefindings andresources,enhancing itsfinancialtransparency withits donors and thegovernment.
  • Charity AccountingStandards andProcessesThe Statement ofFinancial Activitiesprovides a clearerway of tracking andmonitoring the use ofan organization’sresources and fundsfor its objectives, forthe benefit of theirdonors andbeneficiaries.
  • Charity AccountingStandards (Chart ofAccounts)An IPC friendly-system, it alsoenables a charity toreceive tax-deductibledonations by simplyfollowing industrystandards andgovernmentregulations bysubmitting the rightformat for financialstatements.
  • Inventory Management(Bookstore andNovelties)Direct your inventorymanagementmethods to improveoperationaleffectiveness. Withon-demand visualand reportablequantityavailability, on theshelf, incomingmaterial notificationand production ordertracking supportingyour customer needsis simplified.
  • Sales ManagementCapture informationabout orders.Manage SLAs,contracts andwarranties. Prioritizeand escalate tasks.Track service itemsand parts. Registerand track servicedequipment. Set upand maintain serviceprices. Access,analyse andunderstand operationperformance andprofitability.
  • Services SalesManagementBuild and establish long-termrelationships with yourcustomers with service-contract management andconsistent logging andtracking of equipment andservices. Respond quickly tocustomer-service requests anduse information from acrossyour business to makeprofitable decisions about thecosts, inventories, workloads,and financial returns of yourservice operation. Equippeople in your organization tomanage contacts,opportunities, and campaignsefficiently while buildingcustomer relationships thathelp drive sales andencourage loyalty.
  • Fixed AssetsManagementControl and managethe entire lifecycle ofyour fixed assets –from acquisition todisposal – to maximizethe value of yourbusiness investments.This function equipsyou to accuratelyrecord, track,depreciate anddispose of youcompany’s asset withminimal effort andmaximum flexibility.
  • Purchasing andProcurementProvide easy, real-timevisibility into purchasing,and financial informationacross multiple locations.Maintain accurate real-time inventory data andoptimize layout, pickingmethods, andmovement. Createaccurate demandforecasts.
  • Reporting andAnalyticsAllows you toschedule reports andautomate data andeven distribute theinformation within theinternal team with nohassle, optimizingproductivity bycontrolling those dataand translating thoseinto comprehensivereports.