Tools For CRM MIG –Advanced Dashboards & Filters –Advanced Prospecting –Key Performance Indicators (KPIs) –Ranking / Segmentation –Circle of Friends –Workflow Plans and much more…
Tools For CRM Outlook Connector – Integration –Contacts –Calendar / Appointments –Plans / Tasks –Mobile Forwarding
Tools for CRM i-Access –View Dashboards and Bio Tabs –Add Communication Logs –Complete Account Surveys –June/2015 Information maintenance Extensive linking (incl. from reports) Bookmarks, Recent, gadgets
Tools for CRM Executive Plus – Advanced Users –Custom SQL Queries –DMO to Dashboards –Donor Analytics (DonorSearch) –Embed Web Browsers –Maps and Street View –Social Network (Twitter, Facebook)
Dashboard - Overview Creating Dashboards & Bio Tabs Adding “Apps” to your Dashboards Organizing Your Dashboards Let’s have a look...
MIG Rankings Circle of Friends Plans Prospecting Affinity Groups Let’s have a look...
KPI KPI Type Category Period Goal Measures: Count Average
KPI – Type: Communication
KPI – Other Types Plan Assignment & Days Late Prospect Moves & Touch Points Transaction Entry & Envelope Time New Donors Executive Plus
KPI Period Information –Daily, Weekly, Monthly, Yearly –Variable – Goal set for a specific target date
KPI Goal Information Variable Period – Target Date Progress v. Performance
KPI – Dashboard Apps
KPI – Values with Goals
KPI – Performance
KPI – Single Period
KPI – Compare
KPIs Let’s have a look...
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