Prepare to Engage

SCORE Engage is our brand-new CRM system that will be fully implemented by the end of 2021 in all SCORE chapters. A CRM, or Client Relationship Management, system is a technology for managing all your relationships and interactions with clients and volunteers. The name, SCORE Engage, emphasizes the improved quality of engagement that the system will facilitate between the users and SCORE through the three major journeys - volunteer, mentoring, and event.

 The system is built on industry-leading, modern technology that is designed to be intuitive and mobile-friendly. This provides an easy software experience for volunteers. To provide a more engaging and effective experience for clients, SCORE Engage helps chapters and volunteers focus more on the client experience by standardizing key processes, providing a top-flight scheduling tool, automating reminders and notifications, enabling easy in-chapter and cross-chapter referrals, and more.

Please download and review the presentation initially given at each Regional meeting in Spring 2019. Note: Last modified August 2020.

Presentation: Prepare to Engage (PPT)