2014-02-25 Meeting notes

Date

Feb 18, 2014

Attendees

  • Rolf Navarro

  • Guita Gopalan
  • Jan Pabellon
  • Ron Clark
  • Gem Domondon
  • Leah Romano

Goals

  • Introduce the members of the team
  • Understand Colayco's requirements

Discussion items

Colayco Foundation's Guita and Rolf mentioned that:

  • They got access to NetSuite around November or December
  • They had not had access to NetSuite Essentials training
  • They are looking to use NetSuite to manage their CRM processes—ie lead generation, conversion, stakeholder management and communications, etc
  • They currently have:
    • 400 partner organizations in your database
    • 400,000-500,000 individuals
    • They are tracking all of these using Excel
    • They want to track this in NetSuite, along with other data such as program signups and activities of your “customers”, their financial savings history, etc
  • They are NOT yet looking at NetSuite to manage their accounting/financials

.Action items

  • Action items for us:
    • We will look at whether Colayco can get access to NetSuite Essentials training as part of their grant
    • We will provide Colayco  a checklist or guide to help both of us better understand in detail what they need from a CRM system
    • We will provide a guide for them on how to add a user (so we can help configure your account)
    • We will schedule follow up meeting
  • Action items for Colayco Foundation:
    • They will provide us sample forms and spreadsheets so that we can get a better idea of the data they want to capture in your CRM system
    • Once they have instructions on how to add users, they will add us as temporary users to their account (to be removed after end of the project)
    • Once they have the checklist from us, they will look at our checklist and answer them best as they can so we can craft a project plan around it