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  • 1.  Phonathon software solutions

    Posted 03-11-2019 03:22 PM
    Hello Marie, One solution you can look into is CampusCall by Ruffalo Noel Levitz. Our Institution implemented the software last year and it has really made a difference, vs. what was implemented before. I'm not sure if it integrates with Banner, but you are able to get a .csv file from them, that you can then import into Banner. Hopefully that helps you in your search. RJ *Robert L. Jones (RJ) | Associate Director of Information Services* Illinois Institute of Technology Institutional Advancement | 10 W. 35th Street Suite 1700 | Chicago, IL 60616 Phone: 312-567-8638 Email: rjones26@iit.edu On Mon, Mar 11, 2019 at 2:30 PM Marie E Loson <losonme@potsdam.edu> wrote: > I’m looking for feedback regarding phonathon software solutions as > Ellucian is discontinuing SmartCall, which we currently use. We’re a Banner > Advancement school but will hopefully be implementing a new advancement CRM > in the next 3 years. Would you mind sharing what you use to manage your > phonathon? Also, if anyone has general advice regarding which solutions are > best/worst, I would be grateful for your expertise. > > > > Our phonathon manager ideally wants a solution that: > > · Will integrate with Banner or a future CRM > > · Uses VOIP; is movable to different locations, if necessary > > · Employs progressive dialing > > · Is scriptable > > · Includes data fields with historical giving information > > · Includes texting capabilities as a bonus > > · Comes with standard reports, such as tracking by donor type, > designation, caller stats, etc. > > · Has call review capabilities > > > > Many thanks in advance! > > Marie > > > > *Marie E. Loson* > > Director of Advancement Services > > College Advancement > > SUNY Potsdam > > (315) 267-2122 > > losonme@potsdam.edu > > www.potsdam.edu > > > -- *Robert L. Jones (RJ) | Associate Director of Information Services* Illinois Institute of Technology Institutional Advancement | 10 W. 35th Street Suite 1700 | Chicago, IL 60616 Phone: 312-567-8638 Email: rjones26@iit.edu


  • 2.  Phonathon software solutions

    Posted 03-11-2019 06:30 PM
    I'm looking for feedback regarding phonathon software solutions as Ellucian is discontinuing SmartCall, which we currently use. We're a Banner Advancement school but will hopefully be implementing a new advancement CRM in the next 3 years. Would you mind sharing what you use to manage your phonathon? Also, if anyone has general advice regarding which solutions are best/worst, I would be grateful for your expertise. Our phonathon manager ideally wants a solution that: * Will integrate with Banner or a future CRM * Uses VOIP; is movable to different locations, if necessary * Employs progressive dialing * Is scriptable * Includes data fields with historical giving information * Includes texting capabilities as a bonus * Comes with standard reports, such as tracking by donor type, designation, caller stats, etc. * Has call review capabilities Many thanks in advance! Marie Marie E. Loson Director of Advancement Services College Advancement SUNY Potsdam (315) 267-2122 losonme@potsdam.edu<mailto:losonme@potsdam.edu> www.potsdam.edu<http://www.potsdam.edu>