Category: Total Resource Campaigns

Category: Total Resource Campaigns

TRC Contract Renewal Report Gets a Refresh

We like to hear when clients are using the system in interesting ways.  But we love to help simplify things for clients even more. Many times a Chamber needs something a bit different than what EasyTRC reports provide. Things are exported to Excel and then the filtering, updating, sorting, and rearranging begins.  With this in mind, and at the request of one of our client Chambers, we recently improved the Renewal Prospecting Report in several ways.

Multi-Column Sorting and New Pricing Columns Bring Clarity

The most important improvement was that, by default, the report is now sorted by division, then by team, then by salesperson, then by product type, then by product name, then by contract #.  This makes it super easy to produce a report for each of your salesepeople showing them what they sold last year.  We also added the contract price from last campaign as well as the product price from the current campaign.  To make it more obvious, we highlight the row when those two numbers are different.   That doesnt export to Excel, but to replicate that same highlighting, this example teaches you how to quickly highlight cells whose contents are different from the comparison cell in each row

 

[CLICK TO VIEW LARGER] The TRC Contract Renewal Report Updates Save Chambers Time
TRC Contract Renewal Report Updates Save Chambers Time [CLICK TO VIEW LARGER]

Campaign Switcher Doubles as Total Resource Campaign History Lesson

The new TRC Campaign Switcher and Total Resource Campaign Historical Reporting Feature
The new TRC Campaign Switcher and Total Resource Campaign Historical Reporting Features are live everywhere [CLICK TO VIEW LARGER]

New Campaign Switcher Feature Now Available

Now that we have so many Chambers that have used EasyTRC for multiple years, we heard requests for a few new features.

First, users wanted an easier way of switching campaigns so they could go back and look at contracts and details from previous campaigns.  This was always available if you knew how to change the URL, but now it is as easy as 2 clicks.

 

TRC Campaign Summaries All in One Place

Second, users were asking to see a summary of all their campaign totals in one place.  As staff changes, some history is lost. We made it easy to show how successful historical total resource campaigns were.  And if the grand total isn’t enough, just click it and you’re transported to the last leaderboard for that campaign. Find out who your top 5 salespeople were 3 years ago. Need to know which teams sold more than $10,000 last year?  Who was the campaign chair in 2011?  It’s all here.

EasyTRC v2.10 goes live – new features abound

Hi everyone! We’re excited to announce that we’ve updated EasyTRC to v2.10 with some exciting new features that many of you have requested in the past year.

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.

Did you miss the update about Easy TRC v2.9?

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

EasyTRC’s Powell To Be a Panelist at ACCE Workshop

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

 

New Feature: Hide TRC Campaign Total Until The Big Reveal

Hide the Total Resource Campaign’s grand total

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.

Learn more about how to hide totals at the end of TRC campaign

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

Columbia, MO 2011 TRC Wraps Up With 103% of Goal

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
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.

EasyTRC Version 2.9 Goes Live. New 3.0 Design in the Works. Want a Peek?

First and foremost, we’re excited to share that the number of chambers of commerce using EasyTRC has quadrupled so far this year!

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
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.