Transcript Client Outcomes & Relationship Engagement Understanding and Preparing for CORE What is CORE? CORE stands for: • Client • Outcomes & • Relationship • Engagement CORE is a CRM (Customer Relationship Management) system. CORE replaces WebIT.

Client Outcomes &
Relationship Engagement
Understanding and Preparing for CORE
What is CORE?
CORE stands
for:
• Client
• Outcomes &
• Relationship
• Engagement
CORE is a
CRM
(Customer
Relationship
Management)
system.
CORE
replaces
WebIT
What is a CRM?
• A CRM is a “model for managing a company’s
interactions with current and future
customers.”
– Wikipedia’s “CRM” Entry (wikipedia.com)
Why CORE?
• Leverages our entire network and creates a
platform for collaboration
– All volunteers in one, searchable directory
– Forums to exchange messages and ideas
• Eliminates redundancy
– One database rather than 340
– One account per client which covers all services
– Single sign-on for volunteer training, resources, and reporting
• WebIT no longer supported and costly
What are the features of CORE?
•
•
•
•
•
•
Single database
Single sign-on
Data security
Optional client scheduling system
Interactive reports
Same easy look and feel
What are the benefits of CORE?
• Single Database
– Better view of how clients use SCORE to increase the
impact of our services
– Consolidated volunteer information allows for more
collaboration across the country
• Single Sign-On
– Easier access to resources across SCORE’s systems
• Data Security
– Protection of client and volunteer information
What are the benefits of CORE?
• Optional client scheduling system
– Less likely for clients to “fall through the cracks” if they have a scheduled
appointment
– Clients are empowered to commit to a time and place
• Interactive reports
– Download and manipulate the data in Excel, making the information
more usable for your chapter or district
– One database allows for more powerful data across mentoring,
workshops and what clients are using on SCORE.org.
• Same easy look and feel
– Easier transition for volunteers
CORE Rollout Process
All chapters on CORE system by March 2015
• What ensures a successful rollout?
– Insight and feedback from SCORE chapters and
leaders
– Piloted by several SCORE chapters
– Increased communications from SCORE Support
– Chapter decision of timing to adopt new system
– Dedicated CORE Project Manager
See For Yourself
Screenshots of the CORE System
Login One Time for all SCORE Resources
CORE
Directories
Resources
Quick Links
News
Training
Center
CORE Homepage
Volunteer
Center
Manage
Clients
For Email
Mentors
Quick Links
by Role
Input 641 Data As Always
Manage your username and password
If You Forget
Search for SCORE Volunteers Nationwide
• Search by
Industry &
Expertise
• Search by
keyword in
the Career
Summary
or
Educational
Background
Indicate Branch Locations for Session Notes
Capture Non-Session Notes
Set Reminders to Follow-Up with Clients
Optional: Client Scheduling Online
• Clients pick mentor and appointment
Enter Form 5 Hours
Who is Using CORE Now?
Pilot Chapters
• Hillsborough
• Peoria
• Cape Cod
2013 Launch Chapters
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•
•
•
Boston
Chicago
Worcester
Quincy Tri-State
Northeast Mass
Northern Illinois
SE Massachusetts
W. Massachusetts
Manasota (FL)
Pinellas County
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Central Florida
Pasco-Hernando
Port Charlotte
Southwest Florida
Fox Valley
Quad Cities
Springfield, IL
SW Illinois
Central Illinois
Rhode Island
Decatur
What Are People Saying about CORE?
“…[the CORE system is] an improvement over
having to go to multiple sites for 641’s, training,
the volunteer center, etc.”
“We especially like the design that was
made to look almost exactly like
WebIT. Made the transition for mentors
easier.”
When Will My Chapter Adopt CORE?
• All chapters will move onto the CORE system
by March 2015.
• You can see an estimated schedule by quarter
at www.support.score.org/core.
• Ask your chapter or district leader about your
chapter’s timing for rollout.
Where Can I Learn More?
www.support.score.org/core
No login needed for this site.