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.
