Providing quotes when the enquiry comes through Zendesk

October 26, 2023

Take these steps: 

1. cc Alex James into ticket. 

2. Use this template: 

Hello [name],

We're happy to provide you a quote. I've included my colleague, Alex here who can get you something more accurate by providing the following:

• Number of Annual Adoptions -

• Additional modules needed outside of core functionality (Intake, Outcome, Reporting, Animal Tracking System (ATS), Community Relationship Management (CRM), Adoption Management System (AMS), Foster Coordination Module, Visitor Management Module, Medical Module, Basic API, On-Site Scheduling, MedBuddy App, Automatic Upload to PetFinder and Adopt-A-Pet):

1. Dispatch / Animal Control Module

2. Volunteer Module (includes Self-Rostering)

3. PowerBI Advanced Reporting

4. Virtual Shelter

5. Online Licensing

6. Advanced API

7. Advanced Animal Training

8. Salesforce Integration

9. Data conversion / migration