ParishSoft – Saleslogix CRM Usage Profile in the Software Industry

ParishSoft provides browser-based church management, accounting, and denominational headquarter management systems designed to give faith-based organizations a single database solution and an integrated platform for membership, sacraments, faith formation, ministry volunteers, giving, development, accounting, communications, reporting and data mining, and more. Their solutions serve more than 10,000 churches of multiple denominations and have an especially strong presence in Catholic organizations, with products in nearly every U.S. Catholic diocese and 84 Catholic diocesan offices.

ParishSoft uses Saleslogix to keep track of and serve customers, as well as manage software deployments and upgrades.  In the last year, we have helped them implement a new process they designed in Saleslogix using Opportunities and Tickets. Once Opportunities are  close-won, Tickets are automatically generated for each product sold to manage the fulfillment process. A dynamic dashboard allows ParishSoft to track and filter progress based on Ticket Stages (similar to Opportunity Sales Process Stages).

ParishSoft won the Saleslogix Business Vision-Customization award from Simplesoft during our Q3 Heartland Users Group meeting in July for this work. They have created a consistent and closed-loop process for their delivery of products and services.  We will be working with ParishSoft to document their process improvement metrics in the coming months.

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