Call Center & Tessitura?

Hello all,

At the Nelson-Atkins Museum of Art in Kansas City, we recently transitioned to using Tessitura. Since the transition, we have been running into many snags with how our call center will function with this system. Do any of you that have this system have an in-house team that makes outbound calls to members (to renew, join memberships, or any activities related)?

If yes, what functions and preferences is your version of Tessitura set to. Do you use certain preferences to make the calls flow and make the job easier on the workers? What tasks do you use? Does your workflow impact other departments- is so, how? How do you archive the actions the workers do (without using an excel file, or having to create multiple steps)?

I appreciate and look forward to any feedback that you have to offer.

Best,

Abigail Brightwell

 

  • Former Member
    Former Member $organization

    Hi Abigail, 

    I am new to my organization and am tasked with getting our inhouse call center going on fundraising calls. I just came from managing a university fundraising call center and am still trying to familiarize myself with Tessi and ways to use it for call assignment, gift capture and recording call results/notes. I have several colleagues who are helping me with those three steps, but I would love to see what you and your team have worked out. Did you end up using an in-house call center through Tessi? 

    Best,

    Taylor Atkinson