DMA April 2010 Meeting - TheHopeLine CRM Overview
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Transcript of DMA April 2010 Meeting - TheHopeLine CRM Overview
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Overview of TheHopeLine CRM
By Micky Thompson
Thursday, April 22, 2010
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BACKGROUND
TheHopeLine CRM
TheHopeLine CRM (Constituent Relationship Management) is an organizational strategy built around the concept of being constituent-centric. TheHopeLine CRM was designed from the
ground-up to connect the “hurt” with the “help.”
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BACKGROUND
HELP
HURT
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CHALLENGE
Prior to 2007, TheHopeLine faced some challenges:
•Paper-based processes
•Systems were not integrated (7 different systems)
•Management had difficulty measuring organization effectiveness
•Restricted to a single call center (premised-based phone system)
•Limited ability to recruit new volunteers
•Could only answer 27% of all calls (73% not being answered)
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SOLUTION
In 2007, TheHopeLine CRM was created to address these challenges:
•Paper-based processesTheHopeLine now scales due to a custom CRM system
•Systems were not integrated (7 different systems) Provide a web-based single-user-login integrated system•Management had difficulty measuring organization effectiveness
TheHopeLine CRM provides “live” and archival reporting •Restricted to a single call center (premised-based phone system) Over 10 call centers working from the same platform•Limited ability to recruit new volunteers
TheHopeLine now has volunteers located in 46 states•Could only answer 27% of all calls (73% not being answered)
We are now answering over 83% of all calls
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THEHOPELINE CRM
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TheHopeLine Volunteers in December 2006
VOLUNTEERS
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TheHopeLine Volunteers by Zip Code
* data represents agent as of March 15, 2010
VOLUNTEERS
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CALL CENTERS
Before TheHopeLine CRM
TheHopeLine Call Centers
• Spring Hill, Tennessee
Partner Call Centers
• None
Since TheHopeLine CRM
TheHopeLine Call Centers
• Bloomington, Minnesota• Chattanooga, Tennessee• Harrisburg, Pennsylvania• Sioux Falls, South Dakota• Spring Hill, Tennessee
Partner Call Centers
• Lancaster Bible College• Liberty University• Southwestern Assemblies of God • Teen Challenge Academy• Tennessee Temple University
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THEHOPELINE CRM
Before TheHopeLine CRM
• Only handled telephone calls
• 15 volunteers answering calls
• 0 volunteers outside of Spring Hill
• Average call length over 45 minutes
Since TheHopeLine CRM
• Calls, Web Chats, Web Callbacks
• 325 volunteers answering calls
• 95% volunteers outside of Spring Hill
• Average call length under 14 minutes
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TheHopeLine Callers by Zip Code
PHONE CALLS
* data as of March 15, 2010
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PHONE CALLS
* data represents interactions from March 1, 2007 – March 15, 2010
0
200
400
600
800
1000
1200
1400
1600
1800
New Callers/Month
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WEB CHAT
• Web Chat did not exist before TheHopeLine CRM
• Introduced Web Chat in May 2007
• Web Chat allows us to scale our services
• volunteers interact “simultaneously” with 2 or more chatters
• no 800 toll or long distances charges
• unlimited hold queue (web-based, no cost)
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WEB CHAT
* data represents interactions from January 1, 2008 – February 28, 2010
-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
Linear (New Online Chat Users/Month) Linear (New Callers/Month)
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WEB CALLBACK
• Web Callback did not exist before TheHopeLine CRM
• Introduced TheHopeLine Web Callback in March 2008
• Web Callback helps TheHopeLine control costs
• no 800 toll charge because calls are virtually connected
• unlimited hold queue (web-based, no cost)
• spreads “peak demand” over operational hours
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TOPICS
* data represents interactions from Oct. 15, 2009 - March 15, 2010
Top 10 Topics in TheHopeLine CRM
1. Relationship/Dating 27% 6. Relationship/Marriage 3%
2. Relationships/Parents 10% 7. Pregnancy 2%
3. Relationships/Friends 6% 8. Drugs 2%
4. Anxiety/Worrying 5% 9. Cutting/Self Mutilation 2%
5. Depression 3% 10. Relationships/Sexual 2%
Top 10 Total % 62%
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Other Topics by Order
11. Homosexuality 20. School 29. Forgiveness
12. Death 21. Work 30. Thank You
13. Grief 22. Alcohol 31. Peer Pressure
14. Suicide 23. Loneliness 32. Health
15. Abuse/Physical 24. Fear 33. Abortion
16. Rape/Incest 25. Finances 34. Masturbation
17. Abuse/Sexual 26. Pornography/Sexual 35. Gambling
18. Self Image 27. Military
19. Anger 28. Eating Disorders
* data represents interactions from Oct. 15, 2009 - March 15, 2010
TOPICS
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PARTNER MINISTRIES
HELP
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PARTNER MINISTRIES
TheHopeLine Referral Partners
AGLOW International Women’s GroupPrayer Partners
CenterStoneProfessional Crisis Counselors/Suicide Support
Covenant HouseHomeless/Runaway Shelters
Finding BalanceEating Disorders, Self Mutilation, Self Image
Focus on the FamilyLocally based Christian Counseling
God SpeaksWebsite for seekers of God
HeartSupportOnline Christian Support Community
Look to JesusNew Believer Website
Military Missions NetworkEvangelical Network for Military
OptionLineNationwide Christian based Pregnancy Centers
RAINNRape, Incest, Neglect Network
Rusty’s HouseDrug & Alcohol Abuse Support & Intervention
Teen Challenge Substance Abuse Resident Program
TreehouseRegional Teen Counseling Group (MN)
XXX ChurchPornography & Sexual Addiction Support
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PARTNER MINISTRIES
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• First Officially Connected Partner: Focus On The Family
• “beta test” for extending TheHopeLine CRM externally
• allows us to connect hurting teens “faster” to a partner
• Focus On The Family updates TheHopeLine automatically
PARTNER MINISTRIES
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PARTNER MINISTRIES
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PARTNER MINISTRIES
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PARTNER MINISTRIES
HURT
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PARTNER MINISTRIES
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REPORTING
Ministry Reports FOF referrals
TheHopeLine Survey Summary Broadcast Messaging Views
TheHopeLine Survey Summary by Agent
TheHopeLine Survey Detail by Agent DMLive Reports
Ministry Topic Type Percentage DMLive Incomplete Interactions
TheHopeLine Referrals Summary
Agents Created/Last Login TheHopeLine Reports
TheHopeLine Male/Female Summary TheHopeLine Topic Type Percentage
TheHopeLine Zip Code Summary TheHopeLine Incomplete Interactions
TheHopeLine Area Code Summary Suggestion Report
Repeat Callers/Chatters
TheHopeLine Resources Offered Radio Affiliate Reports
Callers Repent/Return to Christ Logins by Affiliate
Partnerships Offered Downloads by Affiliate
Books/Bibles sent
RSS Prompts Reporting Administrator Reports
System Error Messages User Information Report
TheHopeLine Comment and Alert Detail Prank Phone Numbers
Agents Who Take Repeat Calls/Chats from The Same Caller/Chatter Prank UserIDs
Prank User Unsubscribed Email Addresses
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REPORTING
* data as of April 15, 2010
0
20
40
60
80
100
120
140
New Volunteers/Month
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REPORTING
* data as of April 15, 2010
0
50
100
150
200
250
Volunteer Attrition/Month
Last Login Last Interaction
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* data represents interactions from March 1, 2008 – September 30, 2009
REPORTING
0
10
20
30
40
50
60
70
80
90
100
Volunteer Trends/Month
Linear (Signup Date) Linear (Last Interaction) Linear (Last Login)
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REPORTING
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REPORTING
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EDUCATION
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EDUCATION
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THEHOPELINE WEBSITE
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Questions?
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Thank you!
Overview of TheHopeLine CRM
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• Security is always an important concern
• we treat data with the same security as medical (HIPAA)
• data is stored on secured servers and encrypted
• access, authentication and errors are monitored and logged
• volunteers can block chatters and callers at any point
• algorithm that determines outside threats from rogue users
SECURITY
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SECURITY
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• TheHopeLine Volunteers Density by State
* data represents agent as of March 15, 2010
CALL CENTERS
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-
200
400
600
800
1,000
1,200
1,400
1,600
1,800
Total Cumaltive Volunteers/Month
* data represents interactions from March 1, 2007 – March 15, 2010
VOLUNTEERS
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WEB CALLBACK
* data represents interactions from March 1, 2008 – March 15, 2010
0
10
20
30
40
50
60
70
80
90
100
New Web Callback Users/Month
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PHONE CALLS
* data represents interactions from March 1, 2007 – March 15, 2010
0
5000
10000
15000
20000
25000
30000
35000
40000
Total Cumaltive Callers/Month
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WEB CHAT
* data represents interactions from March 1, 2008 – February 28, 2010
0
50
100
150
200
250
300
350
400
450
500
New Web Chat Users/Month
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• TheHopeLine Web Chats Density by County
WEB CHAT
* data as of March 15, 2010
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BACKGROUND
TheHopeLine is a strategically operated call center dedicated to the mission to reach, rescue
and restore America’s teenagers and young adults.
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BACKGROUND
Top 40 radio show designed to meet the needs of teenagers and young adults. Callers 25 and younger
talk with Dawson about their lives deepest needs and issues.
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TODAY’S AGENDA
• Background/Definitions
• Challenge/Solution
• Call Centers/Volunteers
• Calls/Chat/Callback
• Topics
• Partner Ministries
• Education
• Reporting
• TheHopeLine.com
• If We Had More Time
• Questions
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PARTNER MINISTRIES
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Quotes from Kathy Cook, TheHopeLine Director of Partnerships…
Managing our data is key to keeping our partners, our prioritization and our offerings up to date.
• TheHopeLine CRM has become an integral part of our ministry as our number of partners increase and our needs change.
• TheHopeLine CRM has been a critical element in offering tangible support and resources to our callers.
• TheHopeLine CRM has allowed our HopeCoaches to offer our callers an approved partner without the worry of which partner is the best fit.
• TheHopeLine CRM makes adding and managing partners easy.
PARTNER MINISTRIES
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PARTNER MINISTRIES
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OTHER THINGS IF WE HAD TIME
• The HopeLine CRM helped us discover 20% of callers are repeat
• Automated the application process for volunteers
• Integrated continued education and monitoring volunteers
• Goal to provide self-service portal to connect the “hurt” to “help”
• How we secure the system and treat data as medical (HIPAA)
• The HopeLine CRM automated interaction process for volunteers• Listen• Encourage• Apply Scripture• Pray
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TOPICS
Before TheHopeLine CRM
• Assumed Suicide was in Top 5
• Did not know the break-down of topics
• Single source to hurting teens (DMLive)
• No referral partnerships
Since TheHopeLine CRM
• Suicide ranks #14 out of 35
• Now know break-down of topics
• Multiple incoming referral partners
• Developed 16 referral partners