Archive for the ‘Over The Edge’ Category

Looking back, looking forward – 2012 in review

Wednesday, December 26th, 2012

It is December 2012 and the holiday season is in full swing. With all your good wishes we at Apsona will continue to thrive and support you all to the best we can. We are committed to bringing you more features and functionality in 2013. We are always willing to listen to your needs and requirements. Please feel free to contact us at any time. Thank you for taking the time to leave us reviews. Right now, we have over a 120+ reviews. We appreciate them immensely and they help us get along.

This year has been an eventful one for us. We began offering Apsona for Salesforce in 2011, and had a few tens of users. By the end of 2012, we have close to a thousand users from a few hundred organizations actively using it. This year also saw us through the initial development of Apsona Multi-step Reporting, which our users have been very positive about. It has also been a year that has initiated very fruitful partnerships. We are delighted to work with our friends at Cloud for Good, an effort which has resulted in Over the Edge, a migration tool for moving from Raiser’s Edge to Salesforce.

Whilst you told us that you liked what you see in Apsona overall, you have also asked for several cleanups and feature enhancements. We are very grateful for that feedback – many of the features currently in Apsona owe their existence to user comments.  Here are a few common user requests that we expect to see available in the coming months.

  • Improved reporting features, including the ability to show Apsona reports in Salesforce dashboards.
  • Automated periodic import and export of data, e.g., importing a data set from a file or an XML feed automatically into your Salesforce org every morning at 6 am.
  • Document merging, enabling you to merge a filtered list or a report into a Word or Excel document.

If there are other features you would like to see incorporated in the products, please drop us a note.

We would like to take this opportunity to thank all our users. We wish you all a happy, safe, healthy and prosperous 2013. Till we meet again for a new blog post in 2013 we leave you with a few of the reviews ( picked out in no particular order).

Judi Sohn – An outstanding addition to Apsona
Apsona is already a fantastic tool for data manipulation. No worries whether the user is using Mac or PC or whether they’ve installed a separate application. It’s all right there in Salesforce. The new multi-step reporting add-on is must-have. No having to start over if you want to add an additional object to a report, and you can select from objects related as either parent or child. No cleaning up in Excel either, as the result is just clean data. Excellent support.

Robert Pope – Great app, easy to use
We love this app – offers an easy to use interface and let’s us do mass updates and imports with ease – much easier to use than the built in Salesforce import tools! Thanks for an app that rocks 🙂

Reede Stockton – Tremendous app!
This is one of the most useful tools around. It truly shines when you need to do ad hoc reporting with unusual selection criteria. The ability to do cross object reporting and filtering makes it a breeze to tackle even tough requirements. If you’re a Salesforce admin, you’ll love Apsona. And it will quickly become apparent to you that, by pushing it out to your users, you’ll be able to quickly and easily fulfill a bunch of the requests that are cluttering up your to do list.

John Schulte – Absolutely the best app!
We also reviewed Apsona during a user group meeting and found it extremely user friendly and easier to use than other utilities of its kind. I actually prefer searching our Salesforce platform from Apsona since I get the data I am looking for the first time. It is much more accurate than Salesforce’s search options. We installed it in the Sandbox first but soon found out how accurate it was and installed it in production shortly after testing in the Sandbox. I use Apsona every day now and am totally impressed at how easy mass updates are now. Their help desk and videos are second to none!

Our SFDC consultant turned us on to Apsona and we are thrilled. This is absolutely the best app for mass importing information into SFDC that I have encountered. Easy to use and the staff at Apsona could not be friendlier or more helpful. SFDC should make this tool a standard part of the administrator’s package for their program.

Happy Holidays!

Moving from Raiser’s Edge to

Sunday, August 5th, 2012

We are very happy to announce a partnership with the excellent folks at Cloud for Good, who specialize in helping non-profit organizations make effective use of cloud technologies.  The first fruit of this partnership is Over the Edge, a tool for for helping Raiser’s Edge users migrate to Over the Edge is a step-by-step tool to extract, transform, and load Raiser’s Edge data into Salesforce’s Nonprofit Starter Pack. Over The Edge eliminates the most painful aspect of such migration, that of copying your data records while maintaining the relationships between them. It performs the entire migration from Raiser’s Edge to a Salesforce instance in just four easy steps: Set up connections, map objects and fields, set options and migrate data. In doing so, it retains the relationships between your Contact, Organization, Donation and Campaign records so that you can see them correctly linked in your Salesforce org.

The current configuration of Over the Edge includes the ability to export the main Raiser’s Edge tables into a CSV file or directly map your Raiser’s Edge fields to any standard or custom fields in Salesforce. Fields from Raiser’s Edge have been mapping to the standard fields in Salesforce and data is directly imported into Contacts, Organizations (Accounts), Donations (Opportunities), Campaigns, Affiliations, and even automatically create Households for you.

To know more about the tool and migration please join a webinar on Wednesday, August 22nd at 11am PDT.