Welcome to the Hubspot Guide

...

ShelterBuddy Express or “Express” - <List features included here>

Dispatch - <>Used for groups that deploy officers to the field. Dispatch covers vehicle notes, checking employees in, and more. This feature is popular with municipalities and animal control departments. <more details>

Google Maps - Using 3rd party software and tools from Google mapping functionality is available throughout the system which is especially useful in the Dispatch module and for routing. There is a once-off setup cost then a monthly price based on estimated page views. In the administration section there is a counter that customers can monitor their usage and once their limit is reached the feature will turn off till reactivated. The ongoing costs are determined by a Google in an account set up directly with the customer and a Google distributor.

Volunteer [Deprecated] - An advanced volunteer module that allows the full management of your volunteers and a web login in so volunteers can sign on, roster and request training all seamlessly and automatically based on their approved training and skillset. This module comes with a range of reports [Deprecated, is now VolunteerBuddy].

VolunteerBuddy - <> <See above description. This is the current volunteer management module.>

Virtual Shelter - Virtual Shelter is supplied as part of the standard PRO installation however the electronic digitizing of a shelter plan or drawing supplied by the customer varies in price depending on its complexity and detail. We have built an administration section for this feature and HomeAgain staff will be able to set virtual shelter up themselves as part of the implementation process.

Digital Signatures - This is your chance to ‘Go Green” and save reams of paper. This price is for the Electronic Signature capture module which allows you to use Ipads or tablet devices to capture signatures and reduce the need for paper copies, there is a once-off setup charge of $1,395.00.
Power BI - <Shelterbuddy now uses Power BI for the users to produce adhoc reports and dashboards directly out of the Shelterbuddy database.>
Adopets - <>Licensing - <>Adopets is a standalone module totally separate from ShelterBuddy. Moves adoption applications online and automates core activities like email responses, status updates, and application storage. Drives community and staff engagement with an intuitive system that adopters love and requires less time from staff to process applications. Enable efficient collaboration on adoption process, paired with actionable reporting, and seamless integration with shelter software.

Licensing - <Tool within ShelterBuddy to manage all licenses for the animal, documenting which licenses are currently held, and more. Some features here apply to current pet owners coming into the shelter for licensing services. This module also handles payment for licenses. Note - this is not to be confused with online licensing, a separate module.>

Lost & Found Site (API) - This site is designed for the active interface for the public with the animals, be it lost, found or adoption animals The site can be customized to reflect the customer’s current website “look”. This is done by Shelterbuddy providing a customized iframe site or via the API. There is an additional monthly charge based on animal numbers. (Table at end of this document)

...

1. Name the deal -
   <Company Name> - <Product (Adopets or ShelterBuddy)> - <Time Period>.
   “Animal Welfare League of Arlington - ShelterBuddy - 2023”

2. Add Amount - We should have enough information to ballpark an amount. We can narrow it down later. If you need a placeholder, put our average contract value in this space or multiply their adoptions by our expected income per adoption.

   1. Add the Currency, which is just their locality

3. Add all associated Contacts to the Deal record.

4. Add an Associated Contact Engage Date - This is a 🔑 key field and can only be done manually. This is the date that the initial contact reached out to us. For new Deals that’s simple: it’s the create date of the Contact. But for referrals or recurring business it’s the date that the person reached out and said “hey, we’d like to extend a year or add a feature,” and that requires human touch.

5. Estimate the Close Date (Hubspot default is the final day of the current month, but update this manually based on what you’ve learned about the deal or based on our average sales cycle length. This is important for follow up).

6. Enter the Products Subscriptions field for what product or feature set the person is evaluating.
   NOTE: Please maintain separate Deals for Adopets and ShelterBuddy opportunities. Why? Adopets recognizes variable revenue in hindsight, SB forecasts predictable revenue. Each has a different customer success cadence.

Engaging Opportunities

Under construction

...