Overview
Communication is an act of exchanging, receiving and sharing information either verbal or written via a medium. A communication tool within a CRM facilitates seamless communication and interaction with donors and is considered important for several reasons.
Centralized Communication: Communication tools bring all customer-related interactions, including emails, calls, and messages, into one centralized platform. This allows for a comprehensive view of customer interactions.
Improved Customer Service: Efficient communication tools enable better customer service and support. Quick response times, timely follow-ups, and personalized interactions contribute to higher customer satisfaction.
Better Customer Insights: Communication tools capture valuable customer data, which can be used to analyze communication patterns, preferences, and sentiments. This information helps in tailoring marketing and support efforts.
Streamlined Workflows: Communication tools automate routine tasks, such as email follow-ups or notifications, streamlining workflows and reducing manual efforts for repetitive tasks.
Communications in Engage
The communications functionality within Engage is a powerful tool allowing an organization to customize and automate communications with donors including:
- Verbal (call center)
- Postal (post/PDF)
- Email (emails)
- Automated (automatically generated email/PDF/SMS)
Defining in detail, these types of communications allow you to:
- Connect with your donors through timely and active communications.
- Have automated correspondence via automatic triggers with the donors to save up cost, time and improve the brand image.
- Consistently maintain emails and PDFs from one main centre.
- Use communications for all different departments within Engage e.g. sending feedbacks to important donors for rentention.