A Few Of My Favorite Things

desk computer phone smartphone coffeeThis week I had a video chat with some people of Breeze. They asked me what my favorite part of the software is? I went with what we use the most: sorting and emailing.

But the more I think about it, those might not be my favorite things. Here’s a few things I really like. Not just with Breeze, but also with CCB, and any church management software.

Profile fields that offer ways to help people connect.

Most people profiles are going to contain very basic information: name, address, phone number(s), email. But I love it when we go deeper with custom fields: gifts, talents, abilities, interests. By running regular search reports on those fields, we can help people connect to areas of service – and to other people. Most software companies offer ways to customize your profile fields. Take advantage of those. Then regularly run those reports and make sure people are getting connected.

Forms.

I’m about to do a whole blog post on why forms are important, but here’s a few key points:

Ensures everyone gets the same information.

Helps with pre-planning and organization

No more “lost” emails. Saved digital record of form submission.

Follow-Ups and Process Queues.

Whatever your software calls them, I love them. When a first time guest is entered into the system, a follow up is assigned to a pastoral staff member (the youth pastor for any new students in the youth group; our senior pastor for any new families). Once that follow up is complete, the Pastor can add notes, and check the ‘complete’ box. Then we run regular reports on completed follow-ups, in conjunction with event attendance reports to see how people where people are connecting.

What are your favorite things?

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