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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