Member Contact Tracking
prospects to join, and getting members to participate, and getting participating
members to serve as officers can be a lot of detail-oriented hard work.
For individuals in this type of sales role, we offer Contact Tracking.
Contact Tracking allows
an organization to track individual contacts with a member or prospect.
Contacts, in this sense, means any contact with a given member or prospect.
This would include phone calls, emails, messages, mailings, walk-ins,
or any other contacts you make.
The contact tracking module also includes a tickler system. This way,
such that a user can set an alert to remind themselves to contact a prospect
or member in the future. This is very handy to follow up with prospects
regarding membership, or follow up with members regarding events and activities.
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