| Term |
Description |
| Activity Sheet |
Should be used to capture information that is time sensitive and further action is needed to complete the interaction. Things to do related to a group and/or a contact (Appointment, Phone Call, Sales Call, etc.). Shows details about the group, contact, fundraiser and the last 5 activities related to the group. |
| Arrival Time |
Time that the delivery person will arrive (not when the kids arrive) |
| Booked |
Commitment received, send confirmation email and touch point emails to start |
| Contact |
Contacts are individuals who might be interested in doing business or are currently doing business with your organization. People associated with a group |
| Customer |
Someone who has or will be purchasing from you |
| Dashboard |
An My Fundraising Place screen that is customizable to hold tiles for functions you commonly perform |
| Delivery Date |
Date of the delivery to the group |
| Email Campaign |
A coordinated set of email messages sent out from a Marketing List |
| End Time |
Time the delivery person departs the delivery site |
| Excel Data Connector |
An ODBC connector to read only My Fundraising Place backup database to allow a dealer to pull data into Excel, a static list |
| Fundraiser |
An event held to generate financial support for a charity or organization |
| Group |
A company, club or organization interested in running a fundraiser. A group may have multiple related contacts. |
| Group Leader |
The leader of the group. The main contact for the fundraiser. Also known as Fundraiser Coordinator |
| Group Leader Portal / My Fundraising Place |
An online tool for group leaders designed to improve the fundraising experience. Orders are entered here. |
| Incentive |
An inducement or supplemental reward that serves as a motivational tool for selling a product |
| Inventory Adjustment |
Allow you to add or remove the quantity for a flavor(s) in the selected warehouse (Samples, physical count of inventory proves the quantities need to be changed) |
| Inventory Maintenance Count |
Used to set your starting inventory for each warehouse, done after a physical inventory count |
| Inventory Transfer |
Allows you to move product from one warehouse to another |
| Invoice |
An itemized bill for goods sold |
| Lead |
A person or company who has shown interest in a product or service in some way (think “one-way communication”). A group that is a potential customer. |
| Lead Conversion |
The process of converting a lead into an account, contact, and/or opportunity |
| Lead Generation |
The action or process of identifying and cultivating potential customers for a business’s products or services. |
| Lead Rating |
A rating system from 0 to 5 customized by the dealer to help with which groups to focus on. One dealer’s example: (0 stars – groups they do not wish to pursue) (1 star – all groups start at) (2 stars – last FR: 125-199 units) (3 stars – last FR: 200-299 units) (4 stars – last FR: 300-449 units) (5 stars – last FR: 450+ units) |
| Lead Score |
A calculation based on the lead rating and the group type. The higher the score the better |
| Lead Source |
A tool to track where groups came from |
| Load Summary Report |
Shows the number of cases and eaches by flavor for each delivery in a given day |
| Marketing Campaign |
The efforts of a company to increase awareness for a product or service |
| Marketing List |
Contain members that meet specific criteria and are managed manually by users. A static list |
| My User Restriction |
Only allows a user to see entities that belong to that user |
| Notes |
Should be used to capture information that needs to be associated with a date but does NOT require further action |
| Online Signup |
The process of signing up for a fundraiser online from a link |
| Operations Restricted |
Allows for partial access to the operations area, can’t see purchase orders |
| Opportunity |
Going through sales process, getting some dialogue. Realistic opportunity to generate revenue |
| Order Tabulator |
Spreadsheet used by group leaders to figure out their order totals (replaced by Group Leader Portal) |
| Ordered |
Fundraiser stage when the group has submitted their order and is done running the fundraiser |
| Outlook Activity Sync |
The process of syncing My Fundraising Place activities to Microsoft Outlook |
| Pending |
Fundraiser stage where you have enough information to start reserving dates on the calendar |
| Pickup Time |
The time the sellers arrive to pick up their orders at delivery |
| Power BI |
A business analytics solution that lets you visualize your data and share insights across your organization |
| Pre-Pack |
Orders that are packed by seller prior to delivery |
| Price List |
A list of current prices of items on sale |
| Product |
An item that is being sold |
| Program |
Unique collections of products used in a fundraiser |
| Prospect |
A qualified lead, or group that has shown they are going to make a buying decision that your dealership wants to pursue, think “two-way communication” |
| Purchase Order |
A document issued by a buyer to a seller, indicating types, quantities, and agreed prices for products or services. |
| Qualified Lead |
A group that meets all criteria for moving them along in the sales process |
| Quantity Left to Buy |
Number of units necessary to purchase from supplier to fulfill all the fundraisers in all the different stages |
| Quantity on Hand (QOH) |
Actual number of units in storage |
| Quickbooks |
A set of software solutions to manage payroll, inventory, sales and the other needs of a small business |
| Recycle Bin |
A holding bin for deleted items in My Fundraising Place. Deleted items can be restored from the recycle bin. |
| Route Summary Report |
Shows details about the selected activity types in the order that they are scheduled for a specific person |
| Running |
Fundraiser stage that indicates the group is actively running their sale (fundraiser) |
| Sales Funnel |
The buying process that companies lead customers through when purchasing products |
| Sales Planning Map |
A map used to see the locations of potential clients in relation to one another |
| Sample |
Free product given to achieve a sale or strengthen relationship with customer |
| Smart List |
Saved queries for groups, fundraisers, invoices, contacts and activities. Memorized queries of data, a dynamic live list (available on certain grids). |
| Template |
Documents designed to receive data from My Fundraising Place automatically (Custom Flier, Touch Point Emails, TP Email Attachments, Logo for Invoice, Web Logo for GLP) |
| Territory |
The customer group or geographical area for which an individual salesperson or sales team holds responsibility to sell |
| Touch Points |
Series of automated or semi-automated emails to help with communications during the fundraiser process |
| Unqualified Lead |
A group that does NOT meet all, or even some, of your criteria for moving them along in the sales process |
| Warehouse |
A building where you store your products |