Process Manager

Process Manager helps you to optimize the opportunities presented to your organization, build ongoing relationships, and manage processes assigned to individuals or groups. You also have the means to analyze, forecast, and report on the efforts. With Process Manager, your staff can coordinate their tactics effectively using a centralized overview of all relevant information.

Use Process Manager to coordinate interrelated efforts such as:

  • Developing relationships
    • Sales opportunities
    • Prospective donors
    • Sponsorships
  • Managing multi-stage projects
    • Conference planning
    • Editorial reviews
  • Optimizing processes
    • Membership applications
    • Issues/Resolutions

Run your business more efficiently with Process Manager:

  • Track sales/donors/sponsorship opportunities with default workflows or with action plans you build for your specific processes.
  • Build rewarding customer/donor relationships by tracking history, key milestones, contact information, and other data that helps you support the relationship.
  • Forecast and analyze performance through tracking and reports.
  • Provide effective communications for your staff and your prospects with effective data presentation, email notifications, and MS Word mail merge letters.
  • Maintain multiple opportunities per contact, each with separate data.
  • Add individual or company records to the iMIS database directly from Process Manager.
  • Note: If you have configured iMIS for SQL server sessions, the Process Manager module and all of its components are unsupported. If you plan to use this module, disable SQL Server Sessions.