Have you tested your website's "Contact Us" page lately?

Now, thinking this through... these donors are probably more than the casual donors. They are probably more informed (they probably read through your site), they are probably more interested (they made an effort to contact you), and they are probably more susceptible to relationship building (they initiated the relationship).

This is the perfect example of failing CRM. You have the technology and it's working but the people and procedures behind it are failing. Remember CRM is 50% people, 30% process, and 20% technology.

Remember to document your procedures, test your procedures, and train your staff regularly.

Help! Security! Have you been wanting to set up Andar security, but just haven't found the time to read all of the documentation? This 90-minute e-class covers the steps for setting up security within Andar. These steps include the following: reviewing the security matrix; setting up users; setting up groups; assigning users to groups; setting up menu option authority so users see only certain menu items; setting up account authority to limit the functions available to users, and setting up other special authorities. The audience for this class should include your Andar database security administrator.

For fee and registration information, please contact the Helix Help Desk, toll free, at 877-479-3780 x314.

This 60-minute e-class will cover the options included in each of the two rollover jobs, and the various other tasks (copy campaign structure, create new leadership level groups, G/L accounts, etc.) that also need to be performed. Users can expect to gain an understanding of what the rollover jobs do as well as the scope of non-rollover job tasks that also need to be completed. This should help you identify and plan for what needs to be done to prepare the system for the upcoming campaign year.

For fee and registration information, please contact the Helix Help Desk, toll free, at 877-479-3780 x314.

"i-Access will revolutionize the way people use Andar/360." said Real Bedard, Vice President at Helix. "Now anyone with a web enabled cell phone or a handheld device such as a Blackberry will be able to obtain up-to-date information on their accounts, anywhere, anytime. i-Access will play a critical role in Constituent Relationship Management (CRM) strategies. Executives will now have access to campaign updates right from their cell phones. Finally, down-time can be turned into productive-time."

Anonymous