We like things to be quick and efficient. But not at the expense of helping people connect. That’s why we count on our CRM to do both: it streamlines your workflow while also making sure to get out those birthday and anniversary cards. “The CRM helps build and maintain relationships with an office’s constituents,” says Kara Peeler, iConstituent’s process management consultant.
So without further ado, here’s some tips about how our CRM works to make your work life a whole lot easier:
Our search feature updates automatically as the database is updated, doubles as reporting and statistics searching, and saves search queries.
With an electronic approval process that mimics an office’s series of tasks, you can run reports, easily know how long communications are taking for approval and easily resolve bottlenecks.
We let you get important mail and faxes as attachments to keep your office paperless, green and organized.
When you import Excel spreadsheets, you can automatically generate correspondence for contacts on that sheet and tag them for groups and issues
Our Executive Summary Report allows you to see mail trends on a weekly basis such as the top five most popular letters and create reports based on date parameters.
Track Your Constituents.
With the ability to view people who are interacting with the newsletters you’ve sent from Constituent Gateway, you can identify constituents that are more or less active with your outreach.
Organize Your Contacts.
The Constituent Gateway CRM isn’t just for legislative correspondence and casework. You can use it to track Flag Requests, Tour Requests, constituent outreach, Academies, Grants, and more. Log company information, organization contacts, and Town Hall attendees, and more.
Prioritize Your Workload.
Create subfolders to organize your pending mail based on type of correspondence, received date, importance, or any other criteria you set so that you know where to start working first.
Give it a Personal Touch.
The more tailored your responses, the greater impact your have! Create personalized, unique responses faster than ever and easily search for language throughout your sent messages to copy and paste into new responses.
We want to know: What areas need a little work when it comes to efficiency in your office?