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Institutional Prospect Tracking

Lise Speidel
$organization

We are using the Solicitation Module to track individual prospects, and now we would like to add Corporate and Foundation Prospects to the mix.

Is anyone out there currently tracking Institutional Prospects - and if so how are you doing this in Tessitura?

Thanks!

Lise

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  • Former Member
    Former Member $organization

    Our set up at The Australian Ballet also has distinct Status and Types, but we also have separate Campaigns and Designations set up to track interactions with Corporates, Foundations and Government agencies. This is as much to do with our internal structure and reporting requirements as anything. To add something else into the mix, our Media Relations department also use Solicitations to track all media campaigns, again under their own Campaigns and Designations. We give the Solicitations module a good workout!

    Cheers

    Amalia

    Amalia Hordern

    CRM Manager


    The Australian Ballet
    P     03 9669 2768| M 0421 234 251| F  03 9690 1009
    Level 5, 2 Kavanagh St, Southbank VIC 3006
    australianballet.com.au    

     

  • $organization in reply to Former Member

    Hmm, thanks for the media relation idea Amalia!
    I love solicitations.
    Just some more ideas for the group, we also track our trustee prospects and caterer  cultivation for our event coordinator via solicitations.

  • $organization in reply to Ryan Rowell

    Thanks to everyone – (!)

     

    Lise

    212.719.9393

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Ryan Rowell
    Sent: Tuesday, March 02, 2010 4:02 PM
    To: Lise Speidel
    Subject: Re: [Tessitura Development Forum] Institutional Prospect Tracking

     

    Hmm, thanks for the media relation idea Amalia!
    I love solicitations.
    Just some more ideas for the group, we also track our trustee prospects and caterer  cultivation for our event coordinator via solicitations.

    From: Amalia Hordern <bounce-amaliahordern3694@tessituranetwork.com>
    Sent: 3/1/2010 11:41:58 PM

    Our set up at The Australian Ballet also has distinct Status and Types, but we also have separate Campaigns and Designations set up to track interactions with Corporates, Foundations and Government agencies. This is as much to do with our internal structure and reporting requirements as anything. To add something else into the mix, our Media Relations department also use Solicitations to track all media campaigns, again under their own Campaigns and Designations. We give the Solicitations module a good workout!

    Cheers

    Amalia

    Amalia Hordern

    CRM Manager


    The Australian Ballet
    P     03 9669 2768| M 0421 234 251| F  03 9690 1009
    Level 5, 2 Kavanagh St, Southbank VIC 3006
    australianballet.com.au    

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

Reply
  • $organization in reply to Ryan Rowell

    Thanks to everyone – (!)

     

    Lise

    212.719.9393

     

    From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Ryan Rowell
    Sent: Tuesday, March 02, 2010 4:02 PM
    To: Lise Speidel
    Subject: Re: [Tessitura Development Forum] Institutional Prospect Tracking

     

    Hmm, thanks for the media relation idea Amalia!
    I love solicitations.
    Just some more ideas for the group, we also track our trustee prospects and caterer  cultivation for our event coordinator via solicitations.

    From: Amalia Hordern <bounce-amaliahordern3694@tessituranetwork.com>
    Sent: 3/1/2010 11:41:58 PM

    Our set up at The Australian Ballet also has distinct Status and Types, but we also have separate Campaigns and Designations set up to track interactions with Corporates, Foundations and Government agencies. This is as much to do with our internal structure and reporting requirements as anything. To add something else into the mix, our Media Relations department also use Solicitations to track all media campaigns, again under their own Campaigns and Designations. We give the Solicitations module a good workout!

    Cheers

    Amalia

    Amalia Hordern

    CRM Manager


    The Australian Ballet
    P     03 9669 2768| M 0421 234 251| F  03 9690 1009
    Level 5, 2 Kavanagh St, Southbank VIC 3006
    australianballet.com.au    

     




    This message was sent automatically to you by www.tessituranetwork.com because you subscribed to the Tessitura Development Forum. You may reply to this message to post to the Development forum or visit the site to search, read and post to the forums. In the interest of keeping the forum posts from becoming cluttered, we encourage you to delete previous message text from your reply before sending. Thank you!

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