Constituent Care
Every Contact Counts
Provide Excellent Customer Service with Information and Features at Your Fingertips
Start tracking inbound inquiries, manage cases, update records, track constituent sentiment and increase operational efficiency.
Every Contact is an Opportunity for Your Organization to Develop a Lifelong Relationship
Inbound donor inquiries and calls are a great time to represent your organization. These one-on-one conversations can spur a lifelong commitment to your organization if handled effectively and adeptly.
Revolution CRM helps the constituent care, customer service or member services representative quickly identify the constituent and their recent interactions with your organization, make changes to their record, capture a gift, and record other valuable notes about the call. Our constituent care and case management functionality in Revolution CRM organizes core functions into a single dashboard from which constituent service representatives can easily identify the appropriate constituent record and perform multiple updates quickly and efficiently. This means less manual work and more time to spend with your constituents. There’s also an integration to Microsoft Exchange for email-to-case workflows with automatic lookup and case creation.
Customer Care creates important workflows that foster constituent-centered engagement across the organization. It also helps track key metrics that our client organizations use to assess constituent sentiment, case resolution, and operational efficiency.
Constituent Care
- Quickly search, find, and access constituent records.
- Inbound email-to-case creation with integration to Microsoft Exchange.
- Immediately surface constituent involvement and history with your organization.
- Manage address, emails, credit card, and other key data changes on the fly.
- Assign benefits and status-check premium delivery.
- Record transactions, pledges and charge gifts in real-time.
- Assign, manage, and track caseloads of constituent care representatives.
- Track constituent sentiment and common cases.
- Access available to third-party customer-care call centers.
Are You Providing Your Constituents with Exceptional Service?
Let’s find out! We want to hear more about your organization’s mission and data management aspirations. Set up a call today to discuss how we can help your organization.
