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i-Access

i-Access is an Andar/360 module that connects you live to your Andar/360 Dashboards and Bio Tabs through the web browser of your smartphone, tablet, or laptop. This easy and cost-effective solution allows you and your organization to be productive on the go while building relationships to strengthen your community and expand your campaigns.

i-Access Video Captions

[0:00] Today we are going to be learning about all things i-Access. What is i-Access you may ask? It's an Andar/360 module that connects you live to your Andar/360 dashboards and bio-tabs to the web browser of your smartphone, tablet, or laptop.

[0:15] With i-Access, you can work and be productive while building relationships to strengthen your community and expand your campaign.

[0:20] This easy and cost-effective solution is a way for your entire organization to access and work in Andar/360 online.

i-Access Example

[0:28] Interested in seeing i-Access in action? Let's meet Kelly. She's a Philanthropy Officer for a health charity. Kelly's role is to meet with donors and prospective donors to secure major gifts for her nonprofit organization. She travels a lot across North America visiting major gift prospects. Fortunately, her organization uses Andar/360 and has the i-Access module which helps Kelly stay productive and organized.

[0:51] Let's take a look at how Kelly uses i-Access while on the road. Today, Kelly has a meeting with a prospect for a major gift. Bill, the potential donor, mentioned he is currently deciding which health charity he will donate a million dollars to. This is a very important meeting for Kelly. Kelly has a great conversation with Bill and learns that he is an avid remote airplane control flyer and that it's his favorite hobby. Bill mentions to Kelly that he is moving next week to his new home in the Hamptons.

[1:14] Feeling that the meeting went well, Kelly opens i-Access from her phone and dictates important notes into the system - even noting that Bill's favorite hobby is remote control airplanes. These notes will now appear in Bill's bio-tab. While sitting in the parking lot of Bill's office, Kelly updates Bill's new address he gave her during the meeting.

[1:31] Meanwhile, back at the office, Kelly's manager Harriet uses i-Access to review Bill's account online. She sees notes about Bill's interest and his address change. Harriet acts quickly and decides to send bill a direct mail piece that includes a paper airplane cutout and a thank you letter with one more ask for a major gift.

[1:47] By the time Kelly returns from her trip, Bill has already donated the million dollars.

[1:51] By being able to update all the important account information on the road, and easily accessing it back at the office, this is just one of many successes that can be expected when using i-Access.

Benefits of Accessing Data on the go

[2:00] To recap, with i-Access you can

  • Review all personal dashboards
  • Run and review Andar/360 reports
  • Easily update all crucial CRM data such as names, addresses, and phone numbers
  • Record critical information and notes all from a mobile device

[2:14] Use i-Access now so you'll never forget the small details.

For more information on this module, please contact us.