Contact Management in Tess or 3rd Party

Posted this over at Development a week ago and got no responses so thought I would try technical since it is relevant here as well.

We have a question from our development side about contact management. They are talking about going with ACT or something similar, but would prefer to stay in Tess if we can offer a working solution. Has anyone developed a Tess contact management solution they like?

Thanks

Parents
  • We have an outstanding project to incorporate our PR contacts into Tessitura.  The primary concern there is that they be properly managed for communication preferences: that is that they are not accidentally marketed/solicited unless, of course, they are also regular customers.  This I expect will require not just an import script, special constituency and remaking our "base lists" for extractions, but also sorting out how to merge in records where the contact is already in our database.

    For artist/agency/contractor contacts, however, we are in the process of implementing an event management system independent of Tessitura which we expect to handle this.  That separation seems natural.

    I do not envy the person who'll be going through Operation's Rolodexes and entering all of those by hand...

  • The Next Generation of Tessitura is going to have a more robust "Contact Method Management" system, however there doesn't seem to be much information about it yet that I could find. Here is what I could find in regards to it in the Next Gen Roadmap.

    Contact Method Management (Communication Preferences).
    This function would allow better control over how an organization communicates with its constituents. For example, it would allow multiple emails to be sent to a
    patron and could prevent multiple postal mailings to the same household.

     



    [edited by: Ryan Rowell at 2:33 PM (GMT -6) on 16 Feb 2011]
Reply
  • The Next Generation of Tessitura is going to have a more robust "Contact Method Management" system, however there doesn't seem to be much information about it yet that I could find. Here is what I could find in regards to it in the Next Gen Roadmap.

    Contact Method Management (Communication Preferences).
    This function would allow better control over how an organization communicates with its constituents. For example, it would allow multiple emails to be sent to a
    patron and could prevent multiple postal mailings to the same household.

     



    [edited by: Ryan Rowell at 2:33 PM (GMT -6) on 16 Feb 2011]
Children
No Data