Answers to your questions
ChabadOne CRM and Salesforce
Q. What is CRM?
Q. What is Salesforce?
A. Salesforce.com is a the world's largest cloud databsae platform! Based in San Francisco, they have well over two million global customers including: American Express, PayPal, Google, Red Cross, Harvard, and many more global and local organizations.
Q. Why ChabadOne CRM?
A. We have invested countless hours researching shluchim's needs and concerns. Chabad.org, its support staff, development personnel and the actual CRM's features and user experience is built and tailored to only 1 customer in mind, YOU the Shliach/Shlucha. Salesforce enabled us to build an incredibly intelligent system that facilitates a shliach's life on a day to day basis. This is the best product and experience built for shluchim, by shluchim.
Q. Can we trust this whole cloud thing?
A. ChabadOne CRM understands that the confidentiality, integrity, and availability of our customers' information are vital to their day to day operations and our own success. Salesforce uses a multi-layered security approach to protect that key information, constantly monitoring and improving our application, systems, and processes to meet the growing demands and challenges of security.
Q. Who owns the data?
A. The database itself is Salesforce.com. We have absolutely zero right to your data, it's unequivocally yours. ChabadOne CRM is not a central database. Every center has a unique database through Salesforce (we'll of course assist with getting you set up). Once you have your own database, our application is added.We will never access your account to access/view/share/use your data without your permission.
COST and REGISTRATION
Q. How much does ChabadOne CRM cost?
A. We offer monthly plans. Click here for more info. There may be additional costs if you are migrating from an existing database.
Q. Is ChabadOne CRM more beneficial for smaller or larger centers?
A. It's built to benefit both. A good database will help you organize information and allow you to grow your community by networking more effectively and intelligently. The database will help you maximize the return of your investments and maximize the potential of your staff no matter how small or large your center is.
Q. Can I demo to see if it works for me?
A. We'd love to have you onboard. You can sign up and use ChabadOne CRM for 30 days, if you're not happy, we'll close your account and refund any payment.
Q. Do we need to use Sites or Communicator to use the database?
A. No. The database is open to all mosdos whether or not you are using our other services.
FUNCTIONALITY
Q. With regards to storing contacts, how is your database unique?
A. In our database contacts have their own entity. This allows you to track, report and communicate with each individual as well as a member of a family, group, business, etc. In other words, you will be able to market to a family, group and/or business, however you're inclined.For example: When a child in your database turns 16, his account type will automatically change to "adult." When he then gets married, you can just move him to his own Household while maintaining all the information in his record.
Q. Can ChabadOne CRM accept payments?
A. Yes, and it's simple and incredibly intuitive. You can record pledges and payments in the system, apply partial payments to various outstanding pledges, and set up recurring payment plans.
Q. Can I process credit card payments directly from ChabadOne CRM? Will I be restricted to a specific processor?
A. Yes we process and no, you won't be restricted. We recommend using ChabadOne Pay because it's the most cost-effective and transparent offering. We also support the following gateways: Authorize.net, USAePay, and Virtual Merchant. You can sign up with any one of these gateways and use it with our database. We will assist you if you need help figuring this out.
Q. Can I control user access and permissions?
A. Yes. Multiple users can be logged in at the same time in multiple locations. Each user can be afforded their own profile with their own profile details. As the administrator, you will also have the option to limit access to information you don't wish every user to see.
Q. Can I run reports from the database?
A. Yes. Reports can be run and viewed in the database, exported to Excel or emailed as an email. You can schedule reports daily, weekly, monthly, or on any interval that suits you. You can even have the report automatically emailed to someone else, i.e., your secretary.
Q. What can we expect on the mobile application?
A. The mobile app gives you access to all the people in your database, their households, relationships, donations, events attended, and other information related to them. You can even edit and add new people to your database directly from your phone!
INTEGRATION
Q. Can we import our data from another database?
A. Yes. If the data isn't encrypted or blocked by the provider, we should be able to move the data over. The database also has a data loader tool that allows you to import from Excel or Google Spreadsheet.
Q. What types of third party integration does the database support?
A. We currently support seamless integration with Communicator, Sites and Pay, for email, forms and processing. With regards to Salesforce Apps, some apps will integrate easily while others may need a large degree of programming with which you might need our assistance.
Q. Will Site Control and Communicator integrate with the database?
A. Yes. We connected the database to Site Control so that form submissions for payments, registrations, and more, are automatically appended to the submitter's respective profile in CRM. We also added Communicator integration directly to the CRM for seamless email transfer and emailing directly from CRM.
Still have questions? Contact us below.
