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Tuesday, 29 July 2014
Outreach CRM in Build111 and Church111

We are pleased to announce the addition of an Outreach feature to our Build111 and Church111 website builders. This time our 111 gnomes have been busy at work creating a simple and easy-to-use CRM (Customer Relationship Manager) type of followup system so you can reach out to your members and keep track of all the contacts you or anyone on your team makes with them.

Here's how it works. If you have the Build111 or Church111 Member's Section enabled, there is now a new button called "Outreach" on each member's record. When you click it, this simple CRM allows you the option to either 

  • set a task and a due date for a future contact
  • enter a dated note to record a contact you made with the person
  • enter a general note that provides useful information for future contacts

Each contact can be tagged as either a successful phone call, a voice mail message left, an in-person visit, an email or a snail mail contact. The details are recorded for the future so you or others can follow up later and know what was done before. 

A handy twist is the optional use of teams for those of you who would like to use teamwork to more effectively reach out to your contacts. When you set up a new admin user, you can make that user a member of a team. Then your teams can collaborate to stay in touch with all your members. The system generates reports for "Outreach by Team", and "Outreach by Company". 

We hope you enjoy this great new CRM / outreach feature from 111 Web Studio. If you have any questions about this or any other features of Build111 and Church111, please give us a call at (877) 397-7605 or contact us for more information.

Posted on 07/29/2014 3:42 PM by Customer Service
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