<div dir="ltr">We are in the process of evaluating Salesforce for our organization and are starting to outline the data structure. I am confidence that it will work for us but may require some serious time and focus to setup. If we are successful, we are hoping to share our templates.<div><br></div><div>My biggest complaint about Maestro is its lack of reporting functionality.</div></div><div class="gmail_extra"><br><div class="gmail_quote">On Sun, Nov 20, 2016 at 2:38 PM, Paul M Cohen <span dir="ltr"><<a href="mailto:paul.m.cohen@downtownbeaverton.org" target="_blank">paul.m.cohen@downtownbeaverton.org</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div dir="auto"><div>Having toured Maestro briefly I am concerned that it doesn't enforce data integrity. Properties, businesses and owners all have address information that is separate and gets entered separately. I have seen where it sometimes connects them but this seems to be the exception and I don't see how it was done.<br><br>Sent from my iPhone<div><span style="background-color:rgba(255,255,255,0);font-size:13pt">I apologize for any typos Siri might have made.</span><div><div><a href="tel:%28503%29%20803-6077" value="+15038036077" target="_blank">(503) 803-6077</a></div></div></div></div><div><div class="h5"><div><br>On Nov 20, 2016, at 8:53 AM, Kelly Haverkate <<a href="mailto:kellyjhaverkate@gmail.com" target="_blank">kellyjhaverkate@gmail.com</a>> wrote:<br><br></div><blockquote type="cite"><div><div dir="ltr"><div>(Forgive the length, but I thought others might also benefit from some research we've done)</div><div><br></div><div><br></div>Hi John,<div>In Dayton, we do not have an office. I tried Downtown Diva, but there was no way for the board or volunteers to access the information. </div><div>We have been on the hunt ever since for an "online" solution that works for even the least-technology-savvy folks. It's been tough. Plus trying to keep the cost low, since we are a small volunteer organization.</div><div>The result has been a Google Drive folder that contains spreadsheets, documents etc that is shared between myself and our board.</div><div>It's somewhat organized, but full of a variety of spreadsheet lists of names-for-newsletters, names-for volunteers, names-of-businesses, names-of-sponsors, names-of-city-officials, etc etc etc. You get the idea.</div><div>Then, one of our active volunteers doesn't have a gmail account, or understand google drive, so the project SHE chaired has folders in dropbox. UGH. </div><div>We've tried Basecamp, Evernote and the like for project management, but without everyone using it, it's cumbersome and hard to maintain.</div><div>I had one of our board do a little research on a couple of the programs and I've copied her email to me, below. </div><div>I'll likely watch the webinar, myself, to look into it again.</div><div><br></div><div>Kelly Haverkate</div><div>Program Manager</div><div>Downtown Dayton</div><div><br></div><div><br></div><div><div style="font-size:12.8px"><div><div><div><div><div><div><div><div><div><div><i><b>Hello!<br><br></b></i></div><i><b>I feel like I've been watching videos and reading up on both of these platforms ALL DAY :) Both have really excellent strong points and a few negatives. Even thinking about purchasing and implementing one of these brings up a lot of questions regarding the DCDA overall. (At least for me, maybe you all don't see it that way)<br><br></b></i></div><i><b>So to be somewhat organized...<br><br></b></i></div><i><b>Salesforce Pros<br></b></i></div><ul><li style="margin-left:15px"><i><b>FREE for up to 10 users</b></i></li><li style="margin-left:15px"><i><b>Many nonprofits are already using this (I see it frequently as a desired skill in my job search, sadly I don't know it already)</b></i></li><li style="margin-left:15px"><i><b>Customization of reports & forecasts, emails etc. both 'sides' of events: back end organization and marketing/emails/social media management</b></i></li></ul><div><i><b><br></b></i></div><i><b>Salesforce Cons/Questions<br></b></i></div><ul><li style="margin-left:15px"><i><b>We must first qualify to be free, 501c3 status does not necessarily qualify</b></i></li><li style="margin-left:15px"><i><b>Free for how long?</b></i></li><li style="margin-left:15px"><i><b>Free version is somewhat limited in scope and if cost was not a factor I would choose one level up for better options including volunteer management and membership basics. Here's a link to the benefits list, I'd like Lightning Enterprise Edition +NPSP and question the cost of trainings. Might be worth it to go up to the next level which includes unlimited help. <a href="http://www.salesforce.org/nonprofit_product/nonprofit-editions-pricing/" target="_blank"> http://www.salesforce.<wbr>org/nonprofit_product/<wbr>nonprofit-editions-pricing/</a></b></i></li></ul><div><i><b><br></b></i></div><i><b>Maestro Pros<br></b></i></div><ul><li style="margin-left:15px"><i><b>the record keeping for building information/preservation/busin<wbr>esses</b></i></li><li style="margin-left:15px"><i><b>designed specifically for main street organizations</b></i></li><li style="margin-left:15px"><i><b>cheaper then salesforce (if we have to pay for salesforce)</b></i></li><li style="margin-left:15px"><i><b>seems to be a very new product and should be easy to get a hold of with problems/questions</b></i></li></ul><div><i><b><br></b></i></div><i><b>Maestro Cons/Questions<br></b></i></div><ul><li style="margin-left:15px"><i><b>seems to be very new, could have a lot of problems</b></i></li><li style="margin-left:15px"><i><b>no reporting that I could see</b></i></li><li style="margin-left:15px"><i><b>no internal email or marketing functions that I could see, strictly back of house information</b></i></li></ul><div><i><b><br></b></i></div><i><b>Organizational Questions to consider before moving forward<br></b></i></div><ul><li style="margin-left:15px"><i><b>Why exactly are we looking to purchase one of these? For document retention? For event management? Membership/Sponsorship management? All of these or one of these?</b></i></li><li style="margin-left:15px"><i><b>Who will be the main administrator? From personal experience the fewer administrators the better, this person should set all the policies for who gets what access, how information is tracked, what information is tracked, etc.</b></i></li><li style="margin-left:15px"><i><b>How many people will be given access, all the demos I watched for both seemed to suggest all employees does that relate to all board members? the board and Kelly? the board and Ann Marie and Kelly?</b></i></li><li style="margin-left:15px"><i><b>Who will be responsible for the implementation of the chosen product?</b></i></li><li style="margin-left:15px"><i><b>Will the entire board buy in and use the product? Like we've seen with google docs and dropbox everyone has to use the chosen product for it to be successful for the organization.</b></i></li><li style="margin-left:15px"><i><b>Does either product work for auctions? I didn't see anything maybe someone else did?</b></i></li></ul></div><i><b><br></b></i></div><i><b>These are just my thoughts, I'm sure conversation will flush out some of them. I honestly don't know which product comes out on top for me at this point. But mostly because they both are capable of many things and I think once I know what our expected or hoped for outcome is, I will have a better idea which I like better :)<br><br></b></i></div><span style="font-size:12.8px"><i><b>To be honest, if we are strictly thinking record keeping, I'm not sure either one of these are the right fit. They are far to powerful for that.</b></i></span><br style="font-size:12.8px"></div></div><div class="gmail_extra"><br><div class="gmail_quote">On Sat, Nov 19, 2016 at 10:43 PM, John Hawkins <span dir="ltr"><<a href="mailto:salemhawk@comcast.net" target="_blank">salemhawk@comcast.net</a>></span> wrote:<br><blockquote class="gmail_quote" style="margin:0 0 0 .8ex;border-left:1px #ccc solid;padding-left:1ex"><div bgcolor="white" lang="EN-US" link="blue" vlink="purple"><div class="m_1627048637853137973m_-4521509455710623669WordSection1"><p class="MsoNormal"><span style="font-family:"Century Gothic","sans-serif"">This got me curious: What contact management systems or software are other Main Street-affiliated organizations using in Oregon?<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Century Gothic","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Century Gothic","sans-serif"">John<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Century Gothic","sans-serif""><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-family:"Century Gothic","sans-serif"">John Hawkins<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Century Gothic","sans-serif"">Salem Main Street Association<u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Century Gothic","sans-serif""><a href="mailto:salemhawk@comcast.net" target="_blank">salemhawk@comcast.net</a><u></u><u></u></span></p><p class="MsoNormal"><span style="font-family:"Century Gothic","sans-serif""><u></u> <u></u></span></p><div><div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> OMS_MANAGERS [mailto:<a href="mailto:oms_managers-bounces@listsmart.osl.state.or.us" target="_blank">oms_managers-bounces@l<wbr>istsmart.osl.state.or.us</a>] <b>On Behalf Of </b>STUART Sheri * OPRD<br><b>Sent:</b> Friday, November 18, 2016 11:10 AM<br><b>To:</b> Oregon Main Street program managers<br><b>Subject:</b> [OMS_MANAGERS] FW: Join us for a Maestro Webinar<u></u><u></u></span></p></div></div><p class="MsoNormal"><u></u> <u></u></p><p class="MsoNormal"><b><u><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:red">This info is being distributed over the OMS listserv. All responses will be over the listserv.<u></u><u></u></span></u></b></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d"><u></u> <u></u></span></p><p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri","sans-serif";color:#1f497d">Below is info I received on a free webinar for a data manager program. <b><u><span style="background:yellow">I am not endorsing this product</span></u></b>, but I have had sufficient requests for this type of info that I thought you might be interested.<u></u><u></u></span></p><div><div style="border:none;border-top:solid #b5c4df 1.0pt;padding:3.0pt 0in 0in 0in"><p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif"">From:</span></b><span style="font-size:10.0pt;font-family:"Tahoma","sans-serif""> Maestro Community Manager [<a href="mailto:travis=maestrocm.com@mail38.suw15.mcsv.net" target="_blank">mailto:travis=maestrocm.com@m<wbr>ail38.suw15.mcsv.net</a>] <b>On Behalf Of </b>Maestro Community Manager<br><b>Sent:</b> Friday, November 18, 2016 8:16 AM<br><b>To:</b> STUART Sheri * OPRD<br><b>Subject:</b> Join us for a Maestro Webinar<u></u><u></u></span></p></div></div><p class="MsoNormal"><u></u> <u></u></p><div align="center"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="100%" style="width:100.0%;background:white;border-collapse:collapse"><tbody><tr><td width="100%" valign="top" style="width:100.0%;padding:7.5pt 7.5pt 7.5pt 7.5pt"><div align="center"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="900" style="width:6.25in;border-collapse:collapse"><tbody><tr><td width="900" valign="top" style="width:6.25in;padding:0in 0in 0in 0in"><div align="center"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="100%" style="width:100.0%;border-collapse:collapse"><tbody><tr><td valign="top" style="background:white;padding:0in 0in 0in 0in"></td></tr><tr><td valign="top" style="background:white;padding:0in 0in 0in 0in;background:cover;background-size:cover" id="m_1627048637853137973m_-4521509455710623669templateHeader"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="100%" style="width:100.0%;border-collapse:collapse;min-width:100%"><tbody><tr><td valign="top" style="padding:6.75pt 6.75pt 6.75pt 6.75pt;min-width:100%"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" align="left" width="100%" style="width:100.0%;border-collapse:collapse;min-width:100%"><tbody><tr><td valign="top" style="padding:0in 6.75pt 0in 6.75pt"><p class="MsoNormal" align="center" style="text-align:center"><img border="0" width="564" id="m_1627048637853137973m_-4521509455710623669_x0000_i1025" src="https://gallery.mailchimp.com/e756de738296ae51e4dca0301/images/9cc298a3-9c3f-4022-b176-feabc1d1a4c8.jpg"><u></u><u></u></p></td></tr></tbody></table></td></tr></tbody></table></td></tr><tr><td valign="top" style="background:white;padding:0in 0in 0in 0in;background:cover;background-size:cover" id="m_1627048637853137973m_-4521509455710623669templateUpperBody"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="100%" style="width:100.0%;border-collapse:collapse;min-width:100%"><tbody><tr><td valign="top" style="padding:6.75pt 0in 0in 0in;min-width:100%"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" align="left" width="100%" style="width:100.0%;border-collapse:collapse;min-width:100%"><tbody><tr><td width="900" valign="top" style="width:6.25in;padding:0in 0in 0in 0in"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" align="left" width="100%" style="width:100.0%;border-collapse:collapse;max-width:100%;min-width:100%"><tbody><tr><td valign="top" style="padding:0in 13.5pt 6.75pt 13.5pt;word-break:break-word"><p class="MsoNormal" style="line-height:150%"><strong><span style="font-size:27.0pt;line-height:150%;font-family:"Tahoma","sans-serif";color:black">We're Hosting a Webinar!</span></strong><span style="font-family:"Tahoma","sans-serif";color:#9f1a65"><u></u><u></u></span></p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p class="MsoNormal"><u></u> <u></u></p><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="100%" style="width:100.0%;border-collapse:collapse;min-width:100%"><tbody><tr><td style="padding:0in 13.5pt 0in 13.5pt;min-width:100%"><table 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cellspacing="0" cellpadding="0" align="left" width="100%" style="width:100.0%;border-collapse:collapse;max-width:100%;min-width:100%"><tbody><tr><td valign="top" style="padding:0in 13.5pt 6.75pt 13.5pt;word-break:break-word"><p class="MsoNormal" style="line-height:150%"><span style="font-size:13.5pt;line-height:150%;font-family:"Tahoma","sans-serif";color:black">We encourage you to join us and see how Maestro can work for you. </span><span style="font-size:13.5pt;line-height:150%;font-family:"Tahoma","sans-serif";color:#9f1a65"><br><a href="http://rokusek.us3.list-manage1.com/track/click?u=e756de738296ae51e4dca0301&id=0071179c1d&e=503393ec24" target="_blank"><strong><span style="font-family:"Tahoma","sans-serif";color:#9f1a65">Wednesday, November 30 at 12:00 PM (Central Time)!</span></strong></a></span><span style="font-family:"Tahoma","sans-serif";color:#9f1a65"> <u></u><u></u></span></p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p 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border="0" cellspacing="0" cellpadding="0" width="100%" style="width:100.0%;border-collapse:collapse;min-width:100%"><tbody><tr><td valign="top" style="padding:6.75pt 0in 0in 0in"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" align="left" width="100%" style="width:100.0%;border-collapse:collapse"><tbody><tr><td width="900" valign="top" style="width:6.25in;padding:0in 0in 0in 0in"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" align="left" width="100%" style="width:100.0%;border-collapse:collapse;max-width:100%;min-width:100%"><tbody><tr><td valign="top" style="padding:0in 13.5pt 6.75pt 13.5pt;word-break:break-word"><p class="MsoNormal" style="line-height:150%"><span style="font-size:13.5pt;line-height:150%;font-family:"Tahoma","sans-serif";color:black">This free webinar will show you how Maestro Community Manager works for downtown organizations. Learn how to keep your contacts, businesses, properties, work plans and more all at your finger tips! </span><span style="font-family:"Tahoma","sans-serif";color:#9f1a65"><br><br></span><span style="font-size:13.5pt;line-height:150%;font-family:"Tahoma","sans-serif";color:black">We will also be taking your questions, so join us and see how much time you can save by putting Maestro Community Manager to work for you! </span><span style="font-family:"Tahoma","sans-serif";color:#9f1a65"> <u></u><u></u></span></p></td></tr></tbody></table></td></tr></tbody></table></td></tr></tbody></table><p class="MsoNormal"><u></u> <u></u></p><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" width="100%" style="width:100.0%;border-collapse:collapse;min-width:100%"><tbody><tr><td valign="top" style="padding:6.75pt 0in 0in 0in"><table class="m_1627048637853137973m_-4521509455710623669MsoNormalTable" border="0" cellspacing="0" cellpadding="0" 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</div></blockquote><blockquote type="cite"><div><span>______________________________<wbr>_______________________</span><br><span>OMS_MANAGERS mailing list</span><br><span><a href="mailto:OMS_MANAGERS@listsmart.osl.state.or.us" target="_blank">OMS_MANAGERS@listsmart.osl.<wbr>state.or.us</a></span><br><span><a href="http://listsmart.osl.state.or.us/mailman/listinfo/oms_managers" target="_blank">http://listsmart.osl.state.or.<wbr>us/mailman/listinfo/oms_<wbr>managers</a></span><br><span>Hosted by the Oregon State Library. The Library is not responsible for content.</span><br><span>Questions related to message content should be directed to list owner(s) or the sender of the message, by phone or email.</span><br><span>Technical questions? Call <a href="tel:503-378-8800" value="+15033788800" target="_blank">503-378-8800</a>.</span><br></div></blockquote></div></div></div><br>______________________________<wbr>_______________________<br>
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<br></blockquote></div><br><br clear="all"><div><br></div>-- <br><div class="gmail_signature" data-smartmail="gmail_signature"><div dir="ltr"><div><div dir="ltr"><div><div dir="ltr"><div dir="ltr"><div>Jonathan Stone<br></div><div><i>Executive Director</i></div><div><br></div><div>Downtown Oregon City Association<br></div><div>814 Main Street</div><div>Oregon City, OR 97045</div><div><br></div><div><a href="mailto:jon@downtownoregoncity.org" style="color:rgb(17,85,204)" target="_blank">jon@downtownoregoncity.org</a></div><div>Office (503) 802-1640 **NOTE NEW NUMBER</div><div><span style="font-size:12.8px"><b>Direct (503) 802-1639 **NOTE NEW NUMBER</b></span><br></div><div><br></div><div><a href="http://www.fb.com/downtownoc" target="_blank">fb.com/downtownoc</a></div><div><a href="http://www.downtownoregoncity.org" target="_blank">downtownoregoncity.org</a></div><div><br></div><div>Subscribe to our email list for:</div><div><a href="http://eepurl.com/HBw0D" target="_blank">Property and Business Owners and Volunteers</a></div><div><a href="http://eepurl.com/HvgAX" target="_blank">Downtown Events and Promotions</a></div></div></div></div></div></div></div></div>
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