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Brett Rogers, Founder brett@247toolset 515.988.8226

Brett Rogers, Founder brett@247toolset.com 515.988.8226. What is 247Toolset?. 247Toolset helps you better manage and coordinate the resources within your organization by allowing those resources to create a profile of their skills and talents for your organization's inventory.

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Brett Rogers, Founder brett@247toolset 515.988.8226

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  1. Brett Rogers, Founder brett@247toolset.com 515.988.8226

  2. What is 247Toolset? • 247Toolset helps you better manage and coordinate the resources within your organization by allowing those resources to create a profile of their skills and talents for your organization's inventory. • Or, more simply: a contact management tool on steroids that your organization can have for only $19.95 per month.

  3. Resource Profiles • You invite your constituents to become a resource and create a profile. • Each resource describes their willingness to get involved using attributes beneficial to your mission.

  4. Flow • 247Toolset helps you get it done by making it easy for you to manage your organization's correspondence, action items, and resources. • Integrated Correspondence Tracking • Integrated Project / Action Item Management • Integrated Resource Search / Engagement

  5. A Screenshot Demo • Let's say you take a call from Wendell at your accounting firm. He wants you to come to his office and spend time going over your organization's tax return. • You might need help gathering the proper documents before you get to the accountant's office, to save time and money. • What follows is how that would happen using 247Toolset...

  6. Take the Call • You start by clicking into the Correspondence module of 247Toolset and choosing "AddCorrespondence"

  7. Select the Contact

  8. Fill in the Details of the Call • Note that you can promote Correspondence to a Project / Action Item when you click Save

  9. View the Correspondence

  10. Navigate to View the Project

  11. Add a Tax Expert Role to the Project

  12. From There, You Go Right to Search...

  13. Look for Someonewith a Background in Accounting

  14. The Request Process • From within your pool of resources, you don't know right away who is willing to help you - but 247Toolset makes it easy for you to find likely candidates, and send a request for engagement to them by email. • Here's how...

  15. Filter, then Add Them to Cart

  16. Checkout and Send the Request

  17. Elapsed Time: 3 Minutes

  18. What Each Resource Receives in Email

  19. Your Project Dashboard • From your Project's Dashboard, you'll be able to monitor who has stepped forward to get involved, and that's just the beginning of what 247Toolset helps you do.There is no otherplatform like it.

  20. Your 247Toolset Portal • Each 247Toolset portal is its own web site, adjacent to your current web site, skinned to mimic your branding. • The data entered into your 247Toolset portal is yours and will never be shared, given, or sold to anyone else. • The attributes you use to inventory your resources are customizable to your needs.

  21. All That Capability... ...for less than $1 per day! Who uses 247Toolset? Non-profits, staffing companies, churches, politicians, schools... any organization that needs to save money and be more effective.

  22. Contact 247Toolset for a personal demo and learn how your organization can save money and be more effective 515.988.8226 brett@247toolset.com

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