09-23-2008, 06:55 AM
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#9 (permalink)
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| Forever Hopeful Join Date: Jun 2007 Location: Orlando, FL
Posts: 41
Rep Power: 0  | We use another vendor for our call center but we export out of RE the constituents and info we want and import into the call center software. The callers then see the info they need, don't have to learn RE, they make notes, etc. Then the information we want retained in RE, actions, pledges, etc., get imported back into RE. It takes a little time to setup all of the export/import files but once that's done it goes pretty smoothly.
Most of our calls are to thank first time donors when we do acquisitions but we've also used it for solicitation campaigns to lapsed donors.
__________________ Angie
Wycliffe Bible Translators
Advancement - Operations Manager "Be kinder than necessary, for everyone you meet is fighting some kind of battle." |