Mark the Major Donor Rep

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Frequently on the road, Mark always wants to check for any recent activity from his donor caseload. Mark has several different types of caseloads that he manages: a major donor caseload, churches in his region, volunteers, and a group he will be taking on a trip overseas later this year. Mark uses the donor.com Caseload Manager to keep track of all the different information and activities.

Whether he is working from home or in a hotel room, Mark can securely lookup the donors on his caseloads and see all their recent activity, including any outbound mailings, recent donations and orders, or even the last time the donor logged into the website. Mark can even click a button and the donor's address will be opened in Google Earth so that he can figure out his driving directions.

When he is on the road, Mark uses the iPhone interface to donor.com to double check the address. He sees that the donor changed their address via the website last week. Tapping the phone number from the donor's account, he calls them letting them know he will be a few minutes late. He taps button and his iPhone gives him driving directions from his current location to the new address.

When Mark finds out his flight has been cancelled, he uses his iPhone interface to donor.com to find some major donors who are near the airport, allowing him to fit in one more visit before he flys out later that evening. While sitting at the airport waiting for his flight, Mark uses the Internet card in his laptop to connect to donor.com and enter an update about his visits that his manager will be able to instantly see back at the office.