by Janna Rawls | Oct 29, 2015 | Blog
12 MONTHS OF FREE LICENSES If you sign up for Congregation Connect before January 15, 2016, we will waive your user fees until January 2017!* Congregation Connect helps you manage your synagogue, using the Salesforce platform. It offers a 360 degree view of your entire community, providing real-time data and robust reporting capabilities. Did we mention it’s built for the social and mobile era, so you can reach your constituents wherever they are located? Additionally, Congregation Connect Provides: Full Account Receivables Integration with Accounting Member Portal Online Event Management Cemetery Management Yartzeit and Aliyot Tracking Clergy Services Built-in Fundraising School Management Outlook and Google Integration Workflow Automation Mobile Application What are you waiting for? Submit the form below and get started today! *This offer applies to new customers who subscribe Gold Level Congregation Connect licenses. It does not include Apsona, member portal, Quickbooks integration or online forms. Implementation fees still apply. Implementation start dates will be assigned on a first signed, first served basis, dependent upon consultant...
by Cloud for Good Blog | Jun 2, 2015 | Blog
This is a cross post from the Cloud for Good blog. Standard Salesforce reporting works fairly well for many people. Unfortunately, for those users with more complex analytics requirements, even the addition of joined reports to the Salesforce toolkit doesn’t quite fit the bill. The problem is essentially that we are still looking primarily at one object and its directly adjacent relationships. For example, all cases grouped by Priority and listed by Status, or all Opportunities grouped by Owner and listed by Stage (see more examples here). But what if you wanted to show the top 10 most frequently sold Products by the 5 users with the highest total Closed-Won Opportunity value this year? Now, you see, the limitations of standard reporting are becoming clearer. Where to turn now? I’d recommend trying out Apsona Multi-Step Reporting (fondly referred to as MSR). What’s Apsona Multi-Step Reporting? If you haven’t heard about Apsona, Francis wrote a great overview post just a couple months ago. The two sentence summary is this: Apsona is a great app that sits directly inside of Salesforce and provides users some powerful options for querying, updating, importing and exporting, and reporting on their Salesforce data. It even has a mail merge add-on that Dylan wrote about last month! The best thing is that Apsona donates free licenses to non-profits for Apsona for Salesforce, so those organizations only ever pay for the extras, like Email and Document Merge or MSR. [To learn more, sign up for our Apsona webinar later this year, led by Cloud For Good CEO Tal Frankfurt.] If Apsona for Salesforce allows for reporting, why would I pay extra for the Multi-Step Reporting add-on? The reporting capabilities of Apsona for Salesforce are awesome, especially when...
