Phone service recommendations

Mary Schena

Hello.

We are beginning the process of evaluating options for a new phone service provider and looking for recommendations.

The following are some initial thoughts on requirements in a phone service provider:

• To be able to receive calls in/out of CRM
• Call out US as well as internationally
• Have donor’s record available to verify information
• Be able to add actions of call
• Receive alerts and/or messages when something is in the queue
• Add and process a donation from a call
• Have system generate a weekly TY call list based upon criteria
• Easy to use
• Microsoft partner – interacts with Dynamic

Thank you.