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February 27, 2019
Distribution: Regional Vice Presidents, District Directors, Chapter Chairs, Vice Chairs
SCORE Engage: Our New CRM System

We are excited to reveal the brand of the new CRM system, rolling out next year. 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. 
SCORE Engage will be able to understand the different roles played by each volunteer and tailor the features and functions available to that volunteer accordingly. There will be no need to have a log in for each role.
In addition to the key factors above, SCORE Engage will also help better the mentor match process, provide better insight into chapter performance through reports and data exports, improve satisfaction in serving others, provide a better experience for new volunteers, better integration between systems and data, and so much more. 
We are on schedule to start roll out in the Fall of this year. We will be in touch soon to ask for your preferred timing within the rollout schedule. Stay tuned!  
SCORE's Volunteer Virtual Conference - register now!

The next Volunteer Virtual Conference will be held on March 28th from 1-3pm. During this webinar, you will be able to:
  • Attend a live webinar on Digital Marketing
  • Attend a session with a panel of seasoned volunteers
  • Get answers to your most asked questions in the SCORE Headquarters Staff "Expert Bar"
  • Download all resources
  • And more!
Don't miss the excitement of this event!

If you missed February's volunteer virtual conference, all resources can be found on the Volunteer Training tab of the Volunteer Center. Log in at https://core.score.org/user and click here: https://volunteer.score.org/my-score/welcome/training.
Be sure to save the date for the next few Volunteer Virtual Conferences. Registration and details coming soon!
  • May 23 from 1-3 p.m. ET
  • July 25 from 1-3 p.m. ET
  • September 26 from 1-3 p.m. ET
Volunteer Engagement Survey Updates

The Volunteer Engagement survey will go live in March. Please keep an eye out for that email and take the time to respond as it helps us to improve how we serve you and help make volunteering at SCORE a better experience. The email will be coming from pwcsurveysupport@us.pwc.com. 
Centralized Accounting Update

As you know, we are in the process of  centralizing our accounting . In doing so,  we aim to reduce the burden on SCORE chapter chairs and treasurers in terms of reporting requirements and bookkeeping and clerical duties. Chapters maintain control over how, when , and where they spend and raise their monies. We are regularly communicating about this in a monthly Accounting Bulletin. To see the past newsletters, click here for January and February issues. 
Onboarding Program Monthly Webinars

On a monthly basis SCORE Headquarters' onboarding team hosts a webinar to share resources and answer questions about the new program. The next webinar date and topic is listed on the "Recruitment and Onboarding" page of the Volunteer Center. Once you are logged in to CORE/the Volunteer Center at https://core.score.org/user, click here. Webinars are held the third Thursday of the month at 1 p.m. ET. 

Workshop Growth Webinar

Join us on February 28th to learn helpful tips for starting and growing your workshop program. This webinar is specifically tailored to new chapters or chapters who are struggling to build their workshop services, but all chapters are invited. There will be plenty of time for Q&A!


National Account Rollout

As part of the accounting centralization, the HQ office has secured several National Accounts for Chapter use. Office Depot, Panera, and P.F. Changs are now ready for you to order from!  Click Here to find instructions to set up your individual chapter accounts. 

All invoices will be sent directly to HQ. These instructions, as well as instructional videos can also be found on the Volunteer Center. If you have any questions or problems starting your accounts, please contact Rachel Boggs at 703-487-3612 or Rachel.Boggs@score.org.

*More info on Office Depot coming soon.  
Save the Date: Upcoming Leadership Calls
Regional Calls 
Held monthly for all Chapter Chairs, District Directors, and r egional leaders
Please click below to register for one of next month's webinars. Each month, you will be asked to select the time that works best for you when you register. 
After registering, you will receive a confirmation email containing in structions about joining the webinar.

Upcoming Dates and Times: 
March 18th @ 12pm EST
March 19th @ 9am EST

Staff Resource of the Month:

Justin Betts

Shipping & Archives

There is a tremendous inventory of publications and supplies in SCORE's Store on the Volunteer Center.

Justin is responsible for processing all chapter publication requests and mailings, and for maintaining SCORE's inventory of publications, office supplies and office-records storage.  

Please contact Justin when you are tracking a publication order and shipment.

Save the Date: SCORE Virtual Conference
The U.S. Small Business Administration and SCORE Association will host a free, 2-Day Virtual Conference during National Small Business Week. The conference will take place on Tuesday, May 7th & Wednesday, May 8th

The Virtual Conference offers all the best parts of an in-person conference, but without the hassle of traveling. Watch educational webinars, get free business advice from mentors, pick up free information and resources from sponsors, and network with fellow business owners.
SCORE Volunteer Spotlights

Check out our outstanding volunteers and chapters featured this month!