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  Do users of the web portal require a ProclaimCRM client access license (CAL)?
Answer: No. The web portal is licensed separately based on number of church members so each user does not require a separate CAL.
Can I integrate ProclaimCRM with my existing accounting system?
Answer: Yes
How often is ProclaimCRM updated?
Answer: ProclaimCRM is continually being updated to add new features and functionality. As soon as the code has been tested, it is available for any current client to load and immediately begin taking advantage of the new functionality.
Can I suggest additional features or product enhancements?
Answer: Yes. We are always looking for ways to improve upon the product. Clients are encouraged to provide feedback or suggestions for future enhancements.
My people are not computer literate; how easy is ProclaimCRM to use?
Answer: ProclaimCRM is designed to be user friendly and to provide relevant information in a consolidated manner. It also runs within Microsoft Outlook, which many users are already familiar with.
Do you need a programmer or database background to run queries against the ProclaimCRM data?
Answer: No, the Advanced Find query wizard is easy to learn and queries can be done in minutes.
Can I use MAC’s to access Proclaim? Yes.
Do users of the web portal require a license? No
Can I integrate Proclaim with my existing accounting system? Yes
What are the differences between Fellowship One and Shelby Arena? See the comparison chart –put link here.
How often is Proclaim updated? Proclaim is automatically updated when MicrosoftCRM is updated which is normally annually but enhancements are made numerous times during the year.
My people are not computer literate;how easy is Proclaim to use? It runs under Outlook which most users already understand.
Do you need a programmer or database background to run queries and reports? No,the query wizard is easy to learn and queries can be done in minutes.
Can I save my reports to be run again with updated information? Yes
Can I see other peoples task lists? Yes, with appropriate security.
Can I restrict access to sensitive information? Yes, you can secure to the field level.
Can we provide a way to have members register for a group or volunteer for an event or activity. Yes, through the web portal which activates a workflow to generate a task to handle the request.
Can we scan checks using our Magtek scanner? Yes,and an image of the check is stored in the member/visitor record.
Can we break down contributions into various funds? Yes
Can I run Proclaim off premise? Yes, you can run the application as a SAAS solution(rented) at Microsoft or as an owned solution at a hosted data center.
How many users of Microsoft CRM are there? Microsoft was released in 2001 and now have over 500,000 users in various companies and organizations.Proclaim is the MicrosoftCRM application customized for churches and not for profit organizations.
Will Proclaim work with Microsoft sharepoint for data management? Yes
Will ProclaimCRM alert in case of a duplicate record? Yes
Will Proclaim integrate with CASS? Yes
Can I save my queries to be run again with updated information?
Answer: Yes
Can I see other peoples task lists?
Answer: Yes, with appropriate security.
Can I restrict access to sensitive information?
Answer: Yes, you can secure data to the field level to prevent unwanted access to certain information.
Can we provide a way to have members register for a group or event?
Answer: Yes, through the web portal which activates a workflow to generate a task to handle the request.
Can we scan checks using our Magtek scanner?
Answer: Yes, and an image of the check is stored in the member/visitor contribution record.
Can we break down contributions into various funds?
Answer: Yes
Can I run ProclaimCRM off premise?
Answer: Yes, you can run the application as a SAAS solution(rented) at Microsoft or as an owned solution at a hosted data center.
How many users of Microsoft CRM are there?
Answer: Microsoft Dynamics CRM was released in 2001 and now have over 500,000 users in various companies and organizations. ProclaimCRM is the Microsoft Dynamics CRM application customized for churches and not for profit organizations.
Will ProclaimCRM work with Microsoft Sharepoint for data management?
Answer: Yes
Will ProclaimCRM alert in case of a duplicate record?
Answer: There is built-in duplicate detection to notify if multiple records are being entered.
Church Management Software, Church Membership Software
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FAQ
