Can you give us advice on how to handle sponsorships that get sold but are not going to count in the campaign? We want to be able to mark the sponsorship sold, but not to have the total show up in our campaign total. Please advise. Thanks.

Answer:

Any contract that is marked with a Date Sold that falls OUTSIDE any of the campaign weeks is not counted in the campaign total.

This is by design since several Chambers have requested to ‘hide’ or ‘not count’ some contracts as part of the campaign – but still want to use the system to track contracts.

Example 1: Update Contract to Sold, then change the Date Sold

Campaign runs Mar 1 through April 30.

If you mark a contract as sold with a Sold Date of May 1 (or later), then that contract will not be included in the campaign total since “technically” that contract was not sold during the campaign.

To mark a contract as sold and then set the date sold, edit the contract, click Update Contract Status. If you change the status to “Approved (SOLD!)” then you will see the date there.  It will default to today. Update the date as needed.

TIP: Run the Leaderboard to find which contracts are not being counted in the campaign total.

Click to view full size

Example 2: Contract already marked as sold, change the Date Sold

If a contract already has a status of “Approved (SOLD!)” then you can also update the Date Sold by editing the contract and scrolling down to the Date Sold field.

Click to view full size

We’ve added several new features to help with prospecting including business classifications, a Do Not Call list, and a company search feature.

We’ve added a new report, tied everything to Facebook, and even let you change what you call your users – salespeople, volunteers, salesketeers, whatever you want!

We’re also happy to schedule a quick demo to show off the new features to you and your staff.

Give us a call and enjoy!

New Features in EasyTRC v2.10

1. Login using Facebook. No more separate user/password to remember.
2. Facebook profile pictures now appear on the leaderboard and everywhere you see a salesperson’s name
3. 

   Company Search can now be found on the SELL tab, right next to Product Search and the Sell Renewals tabs

   Prospecting: Search for companies just like you can search for available sponsorships

4. Added field for company phone number; previously only had phone numbers for people.
5. Do Not Call list feature added. Companies can now be marked as “do not call” and you can include a note as to why that is the case.
6. New Report: Available Products – shows list of sold, pending, and available products and sponsorships.  Listed by event, publication, etc so now you can see who bought the golf tournament presenting sponsorship, who bought each table at the winter formal party, or how many sponsorship levels are still not sold for the annual dinner meeting.
7. Can now record number of full time and part time employees for each company
8. Added Business Classifications; assign however many classifications you want to each company
9. Added field for company location  phone number
10. Buyer’s email address was added to the contract
11. People can now be set inactive
12. Several report filtering options added and tweaked (user requests)
13. Administrators can now send emails to individuals, teams, or all people on the campaign directly from within the system
14. Change terminology used to describe salespeople to anything you want. Call them volunteers, sales monkeys, volunteer salespeople, cowboys, Chamberketeers, etc.

 Also, a full salesperson training video has been posted to YouTube.

It is about 26 minutes long. Please call us to get the link.

Screenshot of the company summary page showing the new features

New company data points are available

New Report - Available and Sold Sponsorships brings clarity to event specific available Sponsorships

We've connected EasyTRC to Facebook

The 2011 ACCE Convention will be held in LA, CA

EasyTRC is honored to have been invited to sit on a panel at the 2011 ACCE Convention. Additionally, EasyTRC will have personnel available to talk about Total Resource Campaigns in Booth 306.  Stop by!

Arnold Schwarzenegger is scheduled to speak at the event as well.

Here is some more information about the workshop. We hope to see you there. If you cannot attend, please give us a call and we can discuss anything and everything related to Total Resource Campaigns.

Successfully Executing Your Fundraising Campaign

Other Panelists include:

Bob Confoy, Co-Founder, Revenue Growth Inc;
Bob Morgan, President and CEO, Charlotte Chamber of Commerce;
Jim Vaughan, President and CEO, Waco Chamber of Commerce;
Matt Pivarnik, Executive Vice President, Tulsa Chamber of Commerce
Date: August 5, 2011
Time: 11:15 a.m. – 12:30 p.m.
Room #: Diamond 10

Workshop Summary

Learn how your chamber can design a working, sustainable fundraising model that’s a fit for today’s economy. Get insight on how volunteers can be more effective fundraisers than staff, how to ask for enough money to cover your programs, and how company CEOs can do more than just sponsor an event.
Come hear from the executives that run the most successful, and sustainable, Chamber fundraising programs in the United States.  You will be sure to leave with a different perspective on funding your Chamber.

Learn more about Successfully Executing Your Fundraising Campaign

Revenue Growth will be in Booth 306 at the 2011 ACCE Convention

We’re pleased to announce the addition of another feature requested directly from our great chamber of commerce clients! When a TRC is getting near the end, campaign administrators can now choose to hide the grand total from all the salespeople.  This can help build suspense and keep volunteers focused on selling instead of laying back when the campaign goal has been reached.

The best part is that the salespeople can still login, manage their sales, and see their individual sales totals – so they’ll know if they have qualified for incentives and trips.  The campaign administrator can still see the grand total in the admin only area to make sure everything adds up for the big reveal at the victory celebration.

What is hidden?

The login screen helps keep the TRC campaign progress a secret

The Reports tab has the progress meter hidden

The Leaderboard has the progress meter and parts of the goal grid hidden

The Leaderboard has the campaign to date team totals and division totals hidden

Read all about the Columbia MO TRC 2011 Results

Columbia, MO has finished up their 2011 TRC campaign in style.  With the help of EasyTRC, Emily and her crew were able to manage the 869 contracts generated by 60 salespeople of 315 different products sold to 551 people from 464 unique companies.

Total Resource Campaign co-chairs Chuck Everitt, Award Pet Supply, and Jocelyn Tipton, Bucket Media, Inc., are pleased to announce that TRC volunteers raised $493,824.15 for the Chamber – surpassing the initial campaign goal of $480,000!

For more information about the Total Resource Campaign, please contact Emily Hendren at 573-817-9115

Read all about the Columbia MO TRC 2011 Results [PDF]

Got 20 Minutes? Let Us Show You EasyTRC

EasyTRC is a Total Resource Campaign management system

EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships of events and publications.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.

Version 2.9 Released

It's now very easy to hide the campaign total so you can keep it a secret for the "big reveal"

We’re also happy to announce that several new features and tweaks have been made to the system in the past few months. Here are some highlights of 2.9 build 21725
1)    The most requested item is the ability to HIDE THE CAMPAIGN TOTAL from salespeople when you get near the end of your campaign. This option can be found in the CAMPAIGNS area on the Admin side.
2)    We’ve moved the menu in the admin area to the left hand side – this gets rid of the issues some people were having in the reports section.
3)    We’ve added a “weekly sales report” to help get an accurate account of sales.
4)    We added division goals to the system.
5)    You can now send an initial email blast to all users at the beginning of your campaign that tells them their username and provides a link for them to change their password
6)    LOTS of speed improvements. Need more? Let us know.
7)    A bug in an update of Internet  Explorer 9 broke sales splitting, so we fixed it.
8)    Admin Area: User can now search for contracts using more fields including number, status, buyer, salesperson, and product name
9)    Selling a new membership is now ridiculously easier
10)  Added a new contract status: PENDING PAYMENT

Want more details? Give us a call!

Version 3.0 Sneak peek

Based on the awesome feedback from existing and potential clients, we’ve designed a whole new look for EasyTRC version 3.0.  While we don’t have a fixed launch date set yet, know that it is currently expected in 2012.  We’d love to share the details with you and get your feedback. Give us a call and lets talk about it!

About EasyTRC

EasyTRC is a Total Resource Campaign management system

EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships of events and publications.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.

Click to learn more about EasyTRC at EasyTRC.com

Delta Systems and Fremont Development Group are very pleased to announce the formation of a strategic alliance. The alliance will allow Fremont to upgrade all their existing customers to use the EasyTRC system. Delta and Fremont also intend to co-market EasyTRC to every organization that has ever used Fremont to implement a Total Resource Campaign.

EasyTRC is a service of Delta Systems Group.

Fremont has been a pioneer in defining the TRC structures necessary to ensure successful fund raising campaigns. They continue to champion the Total Resource Campaign concept. They have been the industry leader in educating chambers of commerce and other organizations about the benefits of using a Total Resource Campaign to increase sales, raise awareness, and expand member involvement in Chambers of Commerce throughout the United States. This alliance will bring out the strengths of both companies – on-site, expert consulting and a powerful, web-based contract management and communication system (EasyTRC).

Read more about EasyTRC.

About Fremont Development Group

Since 1994, Fremont Development Group has used its proven methodologies and innovative strategies to help raise funds, increase charitable giving, and clarify vision for Chambers of Commerce, non-profits, and economic development organizations.

We help non-profits accomplish their mission by generating the revenue needed to become self-sustaining organizations. Headquartered in Atlanta, Georgia, Fremont Development Group serves clients across the United States.

About Delta Systems

"Just Call Delta" Today!

Since 1986, Delta has been building tracking systems for everything from napkins to insurance policies, from golf courses to hot dog ingredients, from horse ailments to yoga certifications, and from blood donors to paddlefish. Building online applications and data management systems that are intuitive yet powerful is our specialty.

How can we help? Give us a call and discuss it for free.

The sales leaderboard can now be made public to the world.

EasyTRC Sales Leaderboard (click for larger image)

Plus, you can display it with the styling that comes with EasyTRC or a “skinnable” version that just exports the data and takes on any styling you wish to use. This “skinnable” version means that EasyTRC now allows you to embed your Total Resource Campaign leaderboard directly into your Chamber’s website or your TRC campaign website.

You can provide links to specific weeks or the very latest leaderboard.

How Do I Do This?

Load up the leaderboard in your browser. Now just add “&public=skinnable” to the end of the web address. This is the link you can include anywhere.

To point people to a specific week’s leaderboard example: http://demo.easytrc.com/2010-trc-2/campaign-leaderboard?id=17&public=skinnable .

To point people to the latest week’s leaderboard, just drop off the “id=” part. So the address becomes: http://demo.easytrc.com/2010-trc-2/campaign-leaderboard?public=skinnable

This works great for WordPress pages!

Skinnable EasyTRC Sales Leaderboard (click for larger image)

Other updates included in v2.5.11

1. New renewal prospecting and renewal exception reports.
2. New investment product type.
3. Major cleanups to product information code on sales side for all simple product types.
4. Public campaign leaderboard option available for instances that want it.

Don’t Run a TRC? Great! This System Tracks Contracts for Your Inside Salespeople

EasyTRC is a complete contract management system

EasyTRC is a contract manager that allows your professional organization to handle the flood of contracts that go with memberships and sponsorships of events and publications. Originally built to help the hundreds of volunteer salespeople enlisted in Total Resource Campaign efforts of Chambers of Commerce and Associations, EasyTRC has been found to greatly help the inside sales staff of organizations with the task of contract management.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.

The highlights of this release are:

1. Implemented full text searching.  This allows people to search with keywords that don’t appear consecutively in product names and get the expected results. Example: “women banquet” will find “Women’s Network Annual Banquet”
2. Allow adjustments of contract date sold from the contract status screen in the admin.
3. Show contract status history on status update screen in admin.
4. Allow users to opt-out of email notifications when setting contract statuses on multiple contracts in the admin.
5. Numerous minor fixes and improvements to the administrator side, driven by the recent work on the instance for our latest client.

About EasyTRC

EasyTRC is a Total Resource Campaign management system

EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships of events and publications.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.

1. Division name was added to several reports to make tracking of division totals easier for system administrators.
2. An issue related to the entry of range values (e.g. 50-125) into integer fields was fixed with improved consistency between business logic and database constraints and a patch to Swat.
3. Added a “Team Progress Report” that displays team progress in each incentive category in relation to the team’s overall campaign goal.
4. Added “Campaign Week Exception Report” which lists all contracts that have sold dates that fall outside all campaign weeks.  The report integrates with the campaign leaderboard to alert administrators to this potential data problem.

The previous release was v2.6.2 and was made on June 18th.

About EasyTRC

EasyTRC is a Total Resource Campaign management system

EasyTRC is a Total Resource Campaign contract manager that allows your Chamber of Commerce to handle the flood of contracts that go with memberships and sponsorships of events and publications.

It costs nothing to find out how EasyTRC can help your organization improve the bottom line. Give us a call today.