Why Text To Give Makes Sense

Posted by Boyd Pelley on 3/7/17 7:01 AM

A few years ago, we heard about and met a company that had introduced giving by text overseas and were bringing it to the United States.  At first, I was skeptical.  We've been doing this long enough to know that not every new thing is an improvement.  Adoption is more important in the long run than innovation.   We decided to watch, listen and learn.  We became convinced in late 2015 and began building our own, integrated, version of text-to-give in mid and late 2016.  Last week we rolled it out.  Here is how we became convinced.

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Tags: Online Giving, New Release, Text-To-Church

Everything I Learned About Choosing a CMS, I Learned in Kindergarten (Part 2)

Posted by Doug Wood on 2/28/17 5:05 AM

In part 1 of this post, I discussed two things not to do when choosing a church management system. In part two, I will discuss 5 things to do to make the very best CMS selection for your church.

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Tags: Church management software

Everything I Learned About Choosing a CMS, I Learned in Kindergarten (Part 1)

Posted by Doug Wood on 2/21/17 5:05 AM

Kindergarten was filled with lots of life lessons, and they weren’t overly complicated. I either learned these lessons either from the Kindergarten school of hard knocks, or from stories with morals. 

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Tags: Church management software

Upgrades:  Streamlined Processes, UI Changes

Posted by Boyd Pelley on 2/15/17 4:48 PM
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Tags: New Release

How To Learn Churchteams

Posted by Boyd Pelley on 2/14/17 8:36 AM

For years I've done webinars to show prospects and clients together how to get the most out of the different features of the software.  At first, this was fine because the feature set was small groups and then membership.  As we added features, I added webinars (virtual classes) for contributions, check-in, volunteers & events, and setup & help.  For about a year I've had a feeling that we could do better.  With input from clients and staff, we just changed our learning process to three stages:  Get Acquainted, Get Going, and Get Trained.

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Tags: Church management software

Database Dummies and Duplicates

Posted by Boyd Pelley on 2/7/17 8:06 AM
I asked our team the other day for their input on blog topics that would help our clients.  Donna, who helps Mark with programming and does most of the data imports suggested I do one on clean data.  What a great idea.  Here's her thoughts about Duplicate and Dummy Records.
 
Donna:  I am surprised at how many clients leave our "dummy" records in their account.
Boyd:  These are the profile records that come with your free trial.  They are there to give some names to play around with.  But, when you're data is imported, get rid of them!  We've given you an easy way to do that: Reports / Members - Delete Members.  Then under filters: Groups / Group Involvement / People in a Group - pick the Archive group (it contains all these dummy records) and run.  Gone.  Then, get rid of the dummy groups by clicking the red x on the far right of the browse groups page.
 
Donna:    After I load client data, I can spot the duplicates in the member table. So, I send them files with the records that I think might be duplicates highlighted for them to look at and merge.  At least I do this with our larger clients once I have finished loading their data.  It boggles my mind how messy some databases are.
Boyd:  Listen to Donna everyone!  She knows this stuff really well.  The Excel file she sends you with highlighted names is pure gold.  She has done the hard work.  Review the highlights then use our merge feature to merge people together.  If you need help acting on her recommendations, let us know.  
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Tags: Church management software, Ministry & Technology

Recent Upgrades:  Proof That Support Matters To Us

Posted by Boyd Pelley on 1/31/17 8:34 AM

Last week I wrote about the reasons personal support matters to us.  I mentioned that it helps us with research and allows us to live out the Golden Rule to "do unto others as you would want them to do to you". This week's blog details how we've lived these principles out the past few months. Bullet points by area of tweaks and upgrades the past several months.  Almost all because of client needs and ideas.

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Tags: New Release, Ministry & Technology

Why Personal Support Matters

Posted by Boyd Pelley on 1/24/17 9:06 AM

Today's church management software is expected to be easy for the user to figure out and use. Unfortunately, too many churches are still using systems that don't fit this criteria. In both cases the preferred method of support is video, FAQ, or paying for a support contract. Here are three reasons we are convinced personal support matters and should be a priority rather than a last resort.

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Tags: Church management software, About us, Ministry & Technology, Leadership

How to measure the use of church software.

Posted by Boyd Pelley on 1/17/17 9:21 PM

 In the previous blog, we talked about what the successful use of church software  looks like.  But, once you've defined success, how do you measure it?  

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Tags: Church management software, Ministry & Technology

Using Church Software - You can't improve what you can't measure

Posted by Boyd Pelley on 1/10/17 9:58 AM


Peter Drucker, the business management sage, taught us that you can't improve what you can't measure. This simply means that if you want to make something better, you must define what better looks like and then develop a way to measure it.  So, what does effectiveness look like in using a church management system? Here are some of the factors.

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Tags: Church management software

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