By Derek Martin

1. ADVANCED DATA MANAGEMENT FOR LUMINATE
CRM WITH APSONA
PRESENTED BY DEREK MARTIN AND M. A. SRIDHAR

2. Manage data, create reports,
generate documents - easily!
#Apsona #bbcon
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3. About Apsona
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4. Apsona the Company
Company
• On AppExchange since 2011
• ~ 900 organizations, ~ 3000 users
• ~ 20 Luminate CRM orgs
Akilah Institute, Food & Water Watch, Interlochen Center, Mission of Hope Haiti,
Save SF Bay
Partners
• Many of the major non-profit consulting companies
Philosophy
• Motto: Make products useful!
• We donate 10 free licenses to qualifying non-profits
• Small and nimble – two employees
• Rapid turnaround for customer requests
• Very accessible support
• We want to make Apsona work for you!
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5. Apsona the Company – by the Numbers
5,000 Users
900 Organizations
210 Reviews on AppExchange
4.9 Rating on AppExchange
3 ½ Years since AppExchange listing
2 Employees
1 Goal: Happy users!
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6. Apsona Products and Services
• Products
• Apsona for Salesforce,
• Multi-step Reporting
• Document and Mail Merge
• Development practices
• Lean technology stack, enables quick bug fixes and feature additions
• Bug fixes are automatic – no need for user action of any kind
• Very security-conscious: no data leaks!
• Services
• Apsona custom development
• Salesforce development
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7. Apsona for Salesforce
Data Management Console
Easy Data Management
• Built-in import, update and upsert features
• Import with automatic lookup across objects
• Quick and easy data export
• Mass update of filtered data: update any number of records in one click
• Mass add-to-campaign: add any number of leads/contacts to a campaign
in one click
Reporting & Filtering
• Sophisticated re-usable filtering
• Filters and reports can use fields from all related objects
• "Exception" filters and reports (e.g., find all accounts that have no
donations)

8. Apsona Multi-Step Reports
Go beyond native Salesforce reporting
• Full support for cross-object reporting
• Supports any number of Salesforce objects, native or custom
• Includes "exception" filtering
• No need for any coding or IT involvement
• Entirely browser-based, with no plugins or add-ons needed

9. Demo
• Generate an End-of-Year Summary that can be mailed to your 2014
donors
• Import a file of donations and donors
• Create a report that shows you giving, broken out by year, for event
attendees for the last three years
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10. Did this session leave you feeling electrified?
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a session survey!
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