SRO doesn’t just put the customer data at the center, but the actual customer at the center. The CRM system provides a full view of all activities and enables the entire organization to manage all aspects of customer engagement from a single screen.
Manage a member’s current and past memberships, renewals, upgrades and downgrades.
View all vouchers that were purchased or assigned to a particular patron.
View and edit payments and schedules for all pledged donations for a CRM record.
View all merchandise items purchased throughout a patron’s history.
View, manage and print the patron’s existing and past ticket purchases.
View and manage your subscriber’s existing and previous subscriptions, complete with options to renew, print and reseat the subscriber.
View details about every pledge or donation made.
View a complete history of all payments attached to the patron.
Manage action items that concern the patron, from complaint management to membership follow-up correspondence.
All marketing campaigns are recorded and tracked including all activity published through MailChimp such as patron open rates and responses.
Any Loyalty or Quality Points earned by the patron are displayed in their record, along with details about how the points were earned and redeemed.
Manage the patron’s credits, debits and invoices directly from their CRM record.
Any time the patron is returned as a result in a targeted marketing query, SRO denotes this in the CRM record.
Patrons may securely attach a credit card to their record for later use. Credit card information is “tokenized” for security purposes.