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Observations from Protech Fusion Users Conference

Last week I had the opportunity to speak at the Protech 2010 Fusion Users Conference in Washington, DC. I also got to sit in on some other sessions and part of the opening session.

One of the sessions I attended discussed many of the third-party information and products available for use with Protech’s CRM4M product. Because Protech’s AMS is built on the Microsoft Dynamics CRM product, there is an entire ecosystem of products and resources being developed for MSCRM users. Here are just a few that were highlighted:

  • Stunware CRM Corner – This site is a depository of all kinds of MSCRM-related information, including articles, javascripts, and other tools.
  • CRM Accelerators – Codeplex – These are free add-on solutions that can be “plugged in” to an existing MSCRM deployment.
  • CRMUG – This is an independent CRM users group for Microsoft Dynamics CRM. As I’ve written elsewhere, I’m a huge fan of users groups.
All of this takes place outside of what Protech or Microsoft is doing with its CRM products. I think this adds tremendous value to the product.
Full disclosure: EDM is an independent third-party consulting firm. This means we have no financial relationship with any of the vendors mentioned in this blog. We provide unbiased opinions on what we see.
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“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance
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