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Published byHeather James Modified over 9 years ago
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thankQ Solutions Pty Ltd Lyn Favelle 2015
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Why would you consider it ? ● Your review ● Manual processes ● Duplication ● Reporting ● Single view of the contact ● New process ● Spreadsheets…
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What do we do? ● Listen ● Understand the critical elements ● Ask why ● Look for opportunities ● Consider end to end ● Map thankQ functions ● Gap analysis
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What are the outcomes ? ● Aligned to work optimally with thankQ ● Process documentation ● Specify any customisations
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Events sample: Need to determine: ● What get’s defined in the event ? ● What get’s captured for the family ? ● What get’s captured for each person ? ● Who get’s charged for what ? ● Are there any discounts ? List of data to collect: ● Name ● Address ● Dad, Mum, three kids, nanny ● Two dinners ● Babysitting requirements ● Attendance ● Allergies ● Dietary information ● Family based activities ● Ticket types ● Individual activities
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Regular Giving Launch ● Customer advises: ● Online requirements ● Easy payment processing ● PCI Compliance ● Mailing requirements ● We find out: ● eDonations is there ● No EFT ● Credit cards processed outside ● No email tool ● We Opportunities: ● Capture regular givers on eDonations ● SecurePay EFT ● eMailer
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Would you like to know more? Contact: Lyn Favelle Support & Consulting t: +61 2 8904 9755 Lyn.favelle@thankQ.com.au
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