Phonathon Connect.

Transcription

1 Phonathon Connect

2 Imagine having the sophistication, reporting, and management of your phonathon program that is paperless, user friendly and state of the art Imagine having a custom fit calling software to take your in-house phonathon to the next level. Our automated phonathon program for your institution is guaranteed to best suit your diverse needs while raising dollars and participation in the most efficient and effective manner At Wilson-Bennett Technology we understand that phonathons are vital to the future of every institutions annual fund. Phonathon Connect coupled with over twelve years of experience has helped numerous clients to gain more success in their annual fund.

3 We believe the spirit of your institution lives through its supporters and is carried on with future supporters. Phonathon Connect will allow you to make more calls resulting in more dollars raised to preserve your institution s future.

4 Phonathon Connect Offers: One of our staff members on-campus for software training A phonathon coordinator assigned specifically to work with a liaison from your institution with pre-campaign organization / time lines Analysis and evaluation of your current phonathon program Cleaning your current database to ensure accurate information pledge verification Matching gift database Script building from one document Customize call results for callers Nightly and weekly electronic reports Automatic data uploads for pledges, address changes, etc. pledge verification Cleaning the database to ensure the most current data possible Management of your callable database from WBT s remote server 24 hour software support and any new software updates

5 Recommendations for segmenting Call center lay out and placement of equipment and callers if needed Training your staff in all areas of WBT s calling software including but not limited to: caller module, segmenting, dialer settings, campaign set up, script writing, caller management, reports, and printing pledge cards

6 Phonathon Connect allows your callers to see their calling statistics and the segment that they are calling. Director can send one or multiple callers a text message Branch scripting allows your callers to move efficiently through each call which is also displayed at all times Prospect gift history is displayed all times for callers to view Callers can edit, change or capture prospect information Phonathon Connect allows you to load two phone numbers for better completion

7 You can customize your call results for complete and incomplete records for your callers to select tracking very specific reasons why prospects aren t answering or giving Call History and notes are displayed for callers to view what attempt they are calling and past callers and results have already been made Callers can turn on auto dial for optimal efficiency in moving from one prospect to the next

8 Phonathon Connect allows you to capture a specific pledge amount and split the gift into one or multiple payments. Callers can also capture matching Gift companies and the ratio tied to a mating gift database. Callers can also direct the gift to one or multiple areas. Credit card pledges can be entered and processed in real time

9 Callers can select a specific time and date to call back a prospect Callers can record important comments that are provided in a daily report

10 Closing Statement Wilson-Bennett Technology, Inc. looks forward to providing your institution with the most proficient and effective calling software. Our commitment is to supply your institution with technical support at any moment during your phonathon. Excellent software suupport coupled with off-site management of your data, which guarantees to give you positive results. Your institution is unique; our goal is to complement that by offering you software that best manages your specific callable database. Please do not hesitate to contact us with questions about our services and allow us to give you a complimentary demonstration of our software. We look forward to working with you. Todd Smith President

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