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May 23, 2017

Connecting with Parishes: A Client Relations Q&A

Categories: Inspire Minute
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The company you choose for an eGiving program should be more than just a transaction processor – they should be your partner and consultant while maintaining a personal connection to your parish.

Q&A: Client Relations Manager Jim Woods works to build one-on-one relationships with parishes that entrust Faith Direct with eGiving usage growth and security of their offertory.  We sat down with him to discuss how parishes benefit from this connection:

Why does Faith Direct commit to having a direct relationship with the parishes you serve?

Our primary goal is to help parishes succeed with eGiving, and the better we know each parish the more we can help them strengthen their offertory. As a turn key solution, it is our responsibility to keep our clients informed on results.

What’s your favorite way to connect with individual parishes?

Whether on the phone or in person, nothing beats a one-on-one conversation.  We check in periodically with each parish, to talk to them about any specific questions or needs they might have.

What are some topics you generally cover when you speak with an individual parish?

Results are very important – how the parish is doing in terms of parishioner usage or “enrollment”, and how eGiving can be promoted within the parish community to increase enrollment. It’s also a chance for us to get feedback and suggestions for ways we can better serve parishes – we always want to hear what parishioners like about Faith Direct, concerns or questions they may have, and any changes we could consider that might make our program stronger.

Do you have other strategies for keeping parishes informed?

We send out a monthly e-newsletter that shares eGiving news plus updates on new features of our program, and we coordinate with parishes on special annual parishioner outreach mail and email campaigns, tied to when they introduced Faith Direct to the parish family. We also offer monthly webinars focused on specific areas of the Faith Direct program, so parishes can learn more about how the program works and everything we offer. And our customer service team is available to parishes via phone, email and online chat.

Overall, the more an eGiving program offers parishes, the stronger the relationship will be. Features like our online event registration platform help build our connection with parishes – it’s part of our overall goal to make things easier and more efficient for the parishes we serve, so they can focus on their ministries.

How is your relationship with your eGiving provider? They should serve as a consultant about eGiving results and best practices, support your office staff, keep you informed, and make your program’s success a top priority. If they don’t, your eGiving program may not be a strong as it could be.