Training-Videos

Axem...providing services and support

Thursday, February 23, 2012

Event Management

Membership

Fundraising

Training

Volunteers

Client Services

Online access

Choose the modules you need... Flexibility... Simplicity...

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Foundation videos - across all modules
These videos show core functionality of the system, which applies across all functional areas

Internal functions

Web portal functions

Organisations and people			Web portal overview
Send a person an email			Photo gallery - uploading images
Accreditation Accreditation refers to any type of certification that a school/institution awards a certain person for that person's ability or performance in a given field. This helps your organisation recognise important information regarding a particular contact/organisation.
Advanced Find The Advanced Find functionality is useful for searching for a particular set of information based on a given set of criteria. This helps eliminate searching for specific information manually therfore reducing valuable time being wasted.
Organisations Aside from individuals, you also have the ability to add Organisations as your Contacts in the Vital-DB system. Adding an organisation as a Contact record is the same way as adding an individual's Contact details into the system.
Create a New Contact One of the first things a user will have to do on the system is to create contact or organisation records. Every other entity within the system starts from the Contact record and in this presentation we will show you how to work with Contacts.
Quick Campaigns You can use Quick Campaigns to communicate with an ad hoc list of contacts. This is particularly useful when you want to distribute a single activity automatically.
Roles Roles specify what kind of relationship a Contact has with an Organisation. The Role functionality helps an organisation create specific interactions with Contacts depending on the role they play in our Organisation.
Invoice Invoices not only apply to orders that have been billed to a Contact or for items purchased from you, but also applies to donations done online as well as through your office and membership renewals.
Regular Payments Regular Payment records are created when a Contact wishes to set up either a monthly donation or membership renewal. This eliminates the hassle of having to call up the organisation every time a contact wishes to donate monthly or pay for membership.
Preferred Method of Communication Setting up a Contact's preferred method of communication enables us to better serve them. This minimises complaints of, for example, emails thought of as spam or phone calls that are regarded as sales calls. By recording how a Contact wants to receive communication from you helps you plan how to market your goods or services accordingly.
Sending a One Off E-mail Sending a one off e-mail to a particular contact or account is as easy as pie with Vital-DB CRM. We give you 2 ways to do this -- directly from the Contacts View or from the Contact record itself.
Create an E-mail Template E-mail templates help make administration tasks easier for your staff by having ready made and customisable e-mail templates to send off to Contacts or Organisations.
Business Category Management This video shows you how to create business categories as well as how to choose which category a business/organisation belongs to. Shows not only how this is done within the system, but how the customer/client does this on the website portal.

Fundraising Module Videos
These videos show functionality of the system, relating to Fundraising

Internal functions

Web portal functions

Taking a donation over the phone			Supporter donating online
Anonymous Donations How does the Vital-DB track and record anonymous donations within the system? This video presentation shows you how easy it is to do it.			Online Anonymous Donations Now, supporters are able to make not only the standard type of donation online (such as regular and ad hoc donations) but also make a donation anonymously. The beauty of this is that anonymous donations still get tracked and recorded on the Vital-DB system.
Regular Donations Regular donations come in many forms. It can be monthly, quarterly, or yearly. Setting up a regular donation against contacts who wish to make regular donations to appeals or events that you run relieves both you and your contact the hassle of manually doing things for a regular period.			Online Regular Donations Make online giving easy for your supporters.Give them the ability to make online regular donations on your website anytime, anywhere.
One Off Donation Learn how to record one off donations using the payment basket on the Vital-DB CRM. This is especially beneficial for donations taken over the phone. One off donations are also available for your supporters on your website.			Online One Off Donation Make Ad hoc donations to any appeal easier for your supporters by giving them making the process quick and easy. Donations are automatically tracked and recorded both on your website and on the Vital-DB CRM system.
Donor History The Donation History feature is important both for your organisation and your supporters. Through your website, supporters are able to access details on all donations they have made, how much they have donated, and to what cause or appeal they have donated to.			Online In Memoriam Make Online giving extra special by giving your supporters the option to make a donation in memory or in honor of a special person.
Appeal Campaign Fundraising is the lifeblood of nonprofit organisations. This is why we at Axem have developed the Vital-DB Nonprofit CRM to better assist your organisation with your specific fundraising needs.			Display of Appeals Online Displaying current as well as future appeals on your website enables your fundraising campaign to reach a broader audience. Here, you can not only provide information on a particular appeal, but you can also add related videos, put buttons for social network sharing, and give options to donate right then and there.

Event Module Videos
These videos show functionality of the system, relating to events.

Internal functions

Web portal functions

Basic event setup			Booking an event online
Event Packages Event Packages are sub-activities you can include within a major event or campaign. Examples would be city tours or dinners within out of town major events. This not only increases the likelihood of higher revenue but also increases the chances for success of any future events or campaigns that you might have.			List of Events Online Create Campaigns or Events internally within the Vital-DB CRM system and choose which Events or Campaigns get published to your website.
Create an Event Campaign Campaigns refer to any type of activity that your organisation uses to achieve a specific result. These can be Events, Appeals, etc. The Vital-DB CRM system assists you in the creation up to execution of campaigns. This way, every aspect is tracked and recorded and results in better campaign management.			Booking an Event Online This presentation shows how convenient and easy it is for registered members/users of your organisation to book for events through your website. A complete list of all your present and upcoming Events are displayed along with complete details (such as venue, pricing, description of Event).
			Cancellation of Booking Cancellation of bookings are conveniently and easily done on your website portal by registered users or members of your organisation.

Client Services Module Videos
These videos show functionality of the system, relating to Client Services.

Internal functions

Web portal functions

Medical profiles
Nursing intro video (login)
Nursing "Service Contact Records"(login)
"Service Contact Records" (login)
"Contact reports" (login)