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: Membership

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

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

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

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

Happy New Software

Posted by Boyd Pelley on 1/3/17 10:30 AM

This was my 18th new year as the co-founder of a company working on new software.  As I was contemplating 2016 and anticipating 2017 this week, I thought about the lifecycle of software and, much like life, how it goes through several stages.  

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Tags: Groups

New Video - Passwords, Security and Access

Posted by Boyd Pelley on 12/27/16 6:06 AM

I don't know if the end of the year is necessarily the greatest time to think about security of your church management system, but we are always thinking about it.  A few months ago, we released a security/access upgrade to our password system.  This video will explain for you the different levels of access to the software and specifically the difference and reasoning for:

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Tags: New Release

Four scenarios that make online giving essential that last week of the year

Posted by Boyd Pelley on 12/20/16 8:29 AM

The past several weeks our pastors have emphasized end of year giving.  20% of the annual giving for our church every year comes in December.  As I reflect on end of year giving, here are four different scenarios that might be helpful to consider in planning your end of year giving campaign.  I think you'll realize, like I did, that online giving is not just important, but essential.   

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Tags: Giving

7 Subtleties About Churchteams Pricing

Posted by Boyd Pelley on 12/13/16 8:04 AM

Churchteams pricing is done differently than most Church Management Systems. We think it is the most customer-centric which aligns with our #1 value - great service.  It is based simply on the number of people in the database.  It doesn't matter if a person is an adult or child, active or inactive, or a member or not.  Nor does it matter if you use one feature or all of them.  However, here are 7 subtleties in this approach you should be aware of.

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Tags: Church Management Software

Responsive Access.  Requests and Reminders.

Posted by Boyd Pelley on 12/6/16 8:02 AM

Of all the usage / design ideas we've had through the years, the idea of using a push out email to get a response from volunteers may be the most significant.  Along with the Groupfinder feature, the email reminders to leaders established Churchteams as the innovator and leader in small group software for churches in the first eight years of this century.

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Pricing Church Software: Why we don't charge for support.

Posted by Boyd Pelley on 11/29/16 8:01 AM

When first created, software was a product that either came with your computer or you purchased and downloaded.  The Internet changed this.  The "cloud" is now the host for all your programs and files.  Your computer, tablet and phone just need to be able to access these "web-based" applications.   In other words your software became a service, not a product.  But, we've been slow to grasp the significance of this change.

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Tags: Church Management Software

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