This seminar, presented by Steve Cast MInstF, MD and founder of Redbourn Business Systems and AdvantageNFP, explores the arguments for developing inhouse CRM solutions or purchasing off the shelf products. Originally presented to a schools conference, the argumets are the same for any NFP organisation.

1. Income Generation Ltd Funding the Future CRM Database Essentials 15th June 2011 © Steve Cast Redbourn Business Systems Limited

2. POLITE NOTICE This 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.uk Thank You Funding The Future – CRM Database Essentials Slide 2 © Steve Cast, Redbourn Business Systems Limited

3. PLEASE SWITCH OFF YOUR MOBILE PHONES THANK YOU! Mobilise Your Data Slide 3 © Steve Cast, Redbourn Business Systems Limited

4. When? Why? Where? Question and Answer Session At The End Who? Why? How? When? Who? What? Moilise Your Data Slide 4 © Steve Cast, Redbourn Business Systems Limited Funding The Future – CRM Database Essentials Slide 4 © Steve Cast, Redbourn Business Systems Limited

5. Introduction Funding 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 Feedback feedback@redbourn.co.uk Funding The Future – CRM Database Essentials Slide 6 © Steve Cast, Redbourn Business Systems Limited

7. CRM Database Essentials Do We Need A CRM Database? DIY or “Off The Shelf” Do We Need A CRM Database? Demonstration Next Actions Mobilise Your Data Slide 7 © Steve Cast, Redbourn Business Systems Limited Funding 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 Limited Funding 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 2 Funding 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 2 Funding 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 Essentials Do We Need A CRM Database? DIY or “Off The Shelf” DIY or “Off The Shelf” Demonstration Next Actions Mobilise Your Data Slide 12 © Steve Cast, Redbourn Business Systems Limited Funding 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 Excel Funding The Future – CRM Database Essentials Slide 17 © Steve Cast, Redbourn Business Systems Limited

18. CRM Database Essentials:MS Excel Tips Funding 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 Tips Funding 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:AdvantageFundraiser Funding The Future – CRM Database Essentials Slide 22 © Steve Cast, Redbourn Business Systems Limited

23. CRM Database Essentials Do We Need A CRM Database? DIY or “Off The Shelf” Demonstration Next Actions Demonstration Mobilise Your Data Slide 23 © Steve Cast, Redbourn Business Systems Limited Funding The Future – CRM Database Essentials Slide 23 © Steve Cast, Redbourn Business Systems Limited

24. CRM Database Essentials Advantage Fundraiser Live Demonstration Funding The Future – CRM Database Essentials Slide 24 © Steve Cast, Redbourn Business Systems Limited

25. CRM Database Essentials Do We Need A CRM Database? DIY or “Off The Shelf” Demonstration Next Actions Next Actions Mobilise Your Data Slide 25 © Steve Cast, Redbourn Business Systems Limited Funding The Future – CRM Database Essentials Slide 25 © Steve Cast, Redbourn Business Systems Limited

26. CRM Database Essentials Next Actions Funding The Future – CRM Database Essentials Slide 26 © Steve Cast, Redbourn Business Systems Limited

27. CRM Database Essentials Do We Need A CRM Database? DIY or “Off The Shelf” Demonstration Next Actions Mobilise Your Data Slide 27 © Steve Cast, Redbourn Business Systems Limited Funding The Future – CRM Database Essentials Slide 27 © Steve Cast, Redbourn Business Systems Limited

28. CRM Database Essentials: Pointers Budget Wisely and Remember Support Involve Everybody In The Process You Are Probably Not As Unique As You Think Steve Cast, MInstF Founder and Managing Director, Redbourn Business Systems Ltd Funding The Future – CRM Database Essentials Slide 28 © Steve Cast, Redbourn Business Systems Limited

29. CRM Database Essentials Need More Help? Funding The Future – CRM Database Essentials Slide 29 © Steve Cast, Redbourn Business Systems Limited

30. CRM Database Essentials Question and Answer Session Funding 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 Feedback feedback@redbourn.co.uk Funding The Future – CRM Database Essentials Slide 31 © Steve Cast, Redbourn Business Systems Limited

32. Thank You For Your Time Funding The Future – CRM Database Essentials Slide 32 © Steve Cast, Redbourn Business Systems Limited

33. CRM Database Essentials Need More Help? Funding The Future – CRM Database Essentials Slide 33 © Steve Cast, Redbourn Business Systems Limited