Is anyone using the solicitation module outside of the Development department? We were thinking our Sales department could use it to manage their clients in the proposal/acceptance/delivery process. Does anyone have experience or ideas about this?
Hi Shelley -
For the past couple of years we have also used the solicitation module to track all our telefunding and telemarketing campaigns. We even have built customized reports to pull payroll off it.
Happy to chat about the process from a technical point as well as give you the contact info for the person who was our phone room manager during that time. (He's since been promoted, but I'm sure would be happy to talk about the good old days)
- Heather