SlideShare a Scribd company logo
ADVANCED DATA MANAGEMENT FOR LUMINATE 
CRM WITH APSONA 
PRESENTED BY DEREK MARTIN AND M. A. SRIDHAR
Manage data, create reports, 
generate documents - easily! 
#Apsona #bbcon 
2 #bbcon 
Tweet this now
About Apsona 
3 #bbcon
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! 
4 #bbcon
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! 
5 #bbcon
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 
6 #bbcon
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)
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
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 
9 #bbcon
Did this session leave you feeling electrified? 
Don’t forget to complete 
a session survey! 
Each completed survey enters you into a drawing to win a 
complimentary registration to bbcon 2015 in Austin, Texas*. 
*Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be 
exchanged, applied to, or combined with any other offer. 
10 #bbcon

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Advanced Data Management for Luminate CRM with Apsona

  • 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 2 #bbcon Tweet this now
  • 3. About Apsona 3 #bbcon
  • 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! 4 #bbcon
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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 9 #bbcon
  • 10. Did this session leave you feeling electrified? Don’t forget to complete a session survey! Each completed survey enters you into a drawing to win a complimentary registration to bbcon 2015 in Austin, Texas*. *Blackbaud reserves the right to change or withdraw this promotion at any time, without advance notice. Promotion has no cash value and may not be exchanged, applied to, or combined with any other offer. 10 #bbcon