CRM Software for Economic Development Organizations
Phone: +1 805 967 1280 | email: sales@outreachsystems.com

How can I use the attribution and affirmation fields on the milestone records?

Economic development organizations are often asked how they have contributed to the success and growth of their clients. But the question is, how does one measure that contribution? And how much of your clients' success and growth can be attributed to your assistance? Only your clients know the answer to these questions and many economic development organizations will survey their clients each year to determine the specific impact they have had on their client base.

Neoserra and eCenter Direct, working together, can also help answer these questions. Clients that report growth in their business via the eCenter Direct interface, can be asked whether your assistance directly or indirectly lead to their success:

In this FAQ we will discuss how you can use this feature, not only to verify (i.e. affirmation) that growth took place, but also to record your contribution (i.e. attribution) towards this growth.

Affirmation

Before we get ahead of ourselves, let's take a look at the definition of the word affirmation:

In other words, affirmation of growth is simply an assertion that the growth did, in fact, take place. In Neoserra we will use this field to help you track who confirmed the growth that your clients experienced. It could be a counselor who confirmed the growth via review of the client's financial records, or it could be the client themselves who confirmed the growth via eCenter Direct. When either the primary point of contact for one of your clients and/or the business owner access their eCenter Direct account, and they update their:

  • Full-Time Employee numbers
  • Part-Time Employee numbers
  • Annual Gross Revenues
  • Annual Profits/Losses

then eCenter Direct will assume that they are always affirming this growth. In other words, they are "making a statement or proposition that is declared to be true." These three indicators will then trigger a milestone to be created in your database showing affirmation by the eCenter's user.

Affirmation in and of itself, however, does not yet confirm that your program was responsible for the growth. Next we must take a look at attribution.

Attribution

First, let's review the definition of the word attribution:

When Neoserra is used in conjunction with eCenter Direct then the attribution fields are designed to indicate whether your center can be credited (either wholly or in part) with the milestone being recorded. When the two products are used together then three "attribution" fields can be seen on the milestone records:

  • Attribution Source
  • Attribution Signature
  • Attribution Date

The "Attribution Source" field is designed to show how/where you were credited with the milestone(s). This field is a customizable pick list that can be used to identify alternate sources, besides eCenter Direct. For example, you may want to have a third-party company survey your clients to determine the impact provided by your program. If so, then you may want to add this third-party entity to the drop down list to indicate that they were able to verify that your program can be credited with the milestone.

The "Attribution Signature" and the "Attribution Date" fields are only available when Neoserra is indeed used in conjunction with eCenter Direct. These fields are automatically updated when a client updates their information on eCenter Direct, assuming the client does attribute the milestones to your program:

These fields are read-only to preserve the integrity of the data.

Global eCenter Settings

Again, when Neoserra and eCenter Direct are being used together then the client's affirmation is automatically logged when an update is made on eCenter Direct to the jobs and/or revenue fields of a client's record. However, an administrator, in administrator-mode, can disable the "Request attribution of assistance?" under the Administration|Configuration|eCenter Settings menu option in Neoserra:

Furthermore, the administrator can choose to record all milestones generated from eCenter Direct as non-reportable. This would apply not only to the milestones created due to edits made by the client on eCenter Direct, but it would also apply to milestones created as a result of a survey issued via eCenter Direct.

Customizations

As noted above, an administrator, in administrator-mode, can customize the "Attribution Source" pick list; they can update the Global eCenter Settings; and they can also update the "Did we help?" page on eCenter Direct by editing the appropriate eCenter Interface Text templates:

Additionally, each center can update these text blocks for their specific center's operations.



Want more? Browse our extensive list of Neoserra FAQs.