Enhance Customer Service

Allegiance will provide for daily efficiencies that will free staff from data entry and cumbersome data management functions to provide a higher degree of customer service.

• Provide a high degree of personal customer service regarding inquiries, acknowledgement of gifts, and program/event promotions targeted to identify member interests.
• Pop-up messages notify data entry staff of special needs/requests..
• Contact management reports with tickler dates remind staff to take specific action on a given date. Contact management features allow staff to follow up in a timely manner.
• Tax receipts, including IRS-required fair market value of premiums and benefits received.
• Schedule payments including monthly, bi-monthly, quarterly, semi-annually or by any custom-billing schedule requested by the donor.
• Tracks and segments by donor participation in station events/benefits, specific donor requests, survey information, volunteer status, or narrative text regarding conversations or correspondence.
• Customized coding offers a great deal of flexibility with regard to the type of information stored.
• Function specific mail suppression codes can be assigned to automatically prevent account selection, preventing unwanted mailings.

  Download sample reports. Customer Service Activity Report Tax Receipt Report