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    Process Manager Module

    Process Manager is the tool that pulls everyone together to work towards a common goal, and in a standardized way. Process Manager integrates with many areas of iMIS, and its greatest feature is that your prospects and key contact records all reside within iMIS. Process Manager coordinates the activities of the moves manager, primary player and other important contacts working to secure major and planned gifts.

    Process Manager Features include:

    Manage Opportunities

    • Create sales, membership, donor, or project opportunities for individuals or organizations
    • Classify multiple types of opportunities based on different processes being managed
    • Maintain multiple opportunities by prospect or project with specific contacts, descriptive attributes and objectives for each
    • Assign multiple individuals or groups to manage opportunities, with defined ownership roles (e.g., primary/team leader, individual team member, department/group member)
    • Owners can review opportunities by type, target, date, opportunity status, or responsibility level
    • Since the module is browser-based, remote sales staff can have access to all opportunity information and will be able to record actions that apply to those opportunities from any location
    • Update contact and opportunity profiles

    Assign and Track Actions

    • Setup predefined task lists to track actions that need to be taken, and assign each action to an owner
    • Set notification options so supervisor can be alerted when assigned actions have been taken
    • Automatically e-mail new opportunities to owners
    • Update the task list based on actions taken remotely

    Reporting and Analysis

    • Forecast revenue from current opportunities in progress
    • Graphical reports analyze financial and performance data
    • Comparative Analysis reports summarize and compare activity for trend analysis
    • Analyze sales performance with competitive tracking, goals, and quotas
    • Summarize opportunities by type, organization, owner group, time period, or any attribute defined for the report on opportunity bottlenecks



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