I think the issue you have is that your stages aren't defined along the
same axis of meaning. In other words, 'Solicitation Research' is the name
of stage the defines a variety of tasks that are relevant to a qualified
record. On the other hand, 'Ask Made' is the completion of a specific
task. It isn't a container for tasks, it isn't a stage of work, it's a
milestone, a marker that an action that the org values has been achieved.
I think what you're missing is a status, not a stage. A donor who is
temporarily not solicitable should be assigned a Hold status. Donors might
be in the solicitation phase of the Opportunities funnel, but not active
for solicitation for some factor -- and this is the key point -- that is
EXTERNAL to your work. It's not that you need to do something to push them
ahead, it's that you need to wait for the opportunity to mature.
Thank you,
Isaac Shalev
CRM Expert
Sage70, Inc.
(917) 859-0151
isaac@sage70.com
Schedule a *30-minute consultation *now:
https://calendly.com/sage70/30min
On Wed, Aug 21, 2019 at 2:23 PM Bill Wong <
wswong@scad.edu> wrote:
> Hello Everyone!
>
> Please help me brainstorm this one. Mid-week has sapped my inspiration.
>
> We use Salesforce. Our asks and potential asks are tracked in
> "Opportunities." Each Opportunity has a stage indicating how far along it
> is. The team thinks it would be useful to have something between
> Solicitation Research and Ask made, awaiting reply. It would be for those
> times where they aren't researching anything and have an ask ready, but the
> time isn't right. For instance, their donor always gives in November. We
> want to stay away from "Cultivation."
>
> With their Opportunities sitting in Solicitation Research on our reports,
> it looks like they haven't done any work on them, which isn't always true.
> So, they want an in-between stage.
>
> What would you call it? Any ideas? Thanks in advance!--Bill
>
>