The National Ballet of Canada uses telesales a full 50 weeks of every year for development and marketing. Although we have a highly developed calling schedule between departments, lead "kill dates" and a three month calling "block" between campaigns, we still find that our leads are getting stale very quickly.
During the subscription renewal campaign, if a subscriber sends in their renewal, their name, account number etc are sent upstairs to ensure that the lead is pulled from calling. My telesales manager tells me this is like finding half a needle in an over-sized haystack. Despite his various techniques, unfortunately these calls are still made. This is just one example of stale leads.
Thus we are looking into paperless leads. I would love to get feedback from other users who have gone this route. Are you using an outside supplier for this? If so, does that system "speak" to Tessitura? Or have you developed this technology in-house?
Thanks!
Selga Apse
Brooklyn Academy of Music has relied on paper leads for a long time and for the sake of lead management and saving money and trees, we're working on a paperless lead system. What I describe is a work in prcoess. Lead lists created in Tessi are exported to an excel chart which is then merged into a word doc.
Once merged the list is split into individual files for each caller who has access to Window's file and folder system. The manager has access to all caller files. The caller only has access to their specific leads. It's been pretty easy in test runs to search for and pull leads.
This system doesn't speak to tessi. It is also very basic as far as complexity. The features I really like are that callers can make notes on individual leads for follow -up and they can cut and paste into other files designated for: call backs (based on dates); do not call; address changes; and complaints. It's not super fancy, but it's a start. Hope this helps. I'd be thrilled to hear other ideas.