Should I Stay or Should I Go? Determining if Convio s Common Ground is Right for Your Nonprofit
|
|
- Mervin Singleton
- 8 years ago
- Views:
Transcription
1 Should I Stay or Should I Go? Determining if Convio s Common Ground is Right for Your Nonprofit Presented by Keith Heller, Principal, Heller Consulting
2 About Heller Consulting HC Video - Who is HC? Experience 15 Years Clients 1,700 Projects Places San Francisco, Chicago, New York People 25+ People Smart, Skilled, Committed Focus Serve Solely Nonprofits All Consultants Have Worked in Nonprofits
3 Heller Consulting Service Areas Select Needs Analysis & Software Evaluation Implement Conversion & Implementation Optimize Cleaner Data, Better Business Practices Grow Extend Your Fundraising Manage Your Mission
4 Heller Consulting Product Expertise Fundraising Systems Blackbaud Convio Salesforce.com Online Communications Blackbaud Convio Salesforce.com CRM & Program Management Salesforce.com Back Office Best Practices & Efficient Operations TRAINING & EDUCATION
5 Clients include
6 Our Agenda What should a donor database do for you? Do you need new software? So what is Common Ground anyways? Who should consider it? Why? Why not? What do I do next?
7 What should fundraising software do for you? Support implementing and measuring your fundraising strategies Easily segment your prospect pool Facilitate communication and cultivation Record donations and produce acknowledgments. Reporting - so you can measure what s working!
8 Improving for greater success analysis, learning, re tooling Big Picture: Who will you cultivate? What FR strategies will you use? Tactics: For each strategy: Who will you solicit? What are the tasks? Reporting Info to tell you what worked and what didn't Assess & Align Do your dev ops support your tactics? ID what to improve Recording Results Data entry, acknowledgment, reconciliation Generating Appeals Accurate segmentation based on your tactics
9 Do you need new donor management software?
10 DYNNDMS II?
11 Common Ground A Brief History Convio observing the industry Heller principles, buy vs. build Principles Easier to use but still powerful Help non-profits adopt emerging (but proven!) strategies Online / offline convergence (for constituents, for staff) Open Extend to CRM Salesforce best of both worlds Build on an expanding platform
12 Common Ground What is it? Fundraising software It s in the Cloud (SaaS) HC Video What is the Cloud (and Why Should I Care)?
13 You Are already in the Cloud
14 Common Ground What is it? Part 2 It s built on Salesforce.com Company Product Platform And beyond (extensibility) HC Video What is Salesforce? HC Video How is Salesforce Helping Non Profits?
15 Traditional Software Salesforce
16 The OK Slide Ok, so show it to me Ok, I will
17
18
19 Who is Common Ground good for? Common Ground In general for small and medium organizations Luminate CRM In general for larger organizations However it s more about complexity than size
20 You should consider Common Ground if Your current system truly doesn t /can t serve you Making your current system work is too much effort relative to return Just because something could be improved doesn t mean it should be! You ll outgrow in a couple years anyways Complexity of use though the system could do what you need, you can t maintain the skills on staff to make it work. You need (next slide)
21 Common Ground Strengths Online fundraising You want it as part of your DB (not an add-on) It is, or will be, a primary avenue of growth You re a follower, not a leader. (However ) Multi-channel Campaign hierarchies are cool Major gifts gone wild Events and volunteer included
22 Common Ground Strengths II Plays well with others Access-A-Palooza Any browser, mobile devices CRM First Replace spreadsheets, Outlook contacts Then Eliminate rogue DBs (Filemaker, Access) Bigger Replace systems /mission management Wonky (but useful) stuff: Workflow Don t miss a beat (or a step) Validation Keeps your data clean Page Layouts WYWTSTWYWTSI (What You Want To See The Way You Want To See It)
23 Common Ground May Not Fit If What you have is working Or could be with reasonable effort And for a few years (it s a balancing act) Renewal-intensive membership or alumni primary Very sophisticated direct mail most of your revenue Dozens of mailings to dozens of segments A-Thons /sophisticated online Look at Luminate
24 Next Steps Read our Idealware Articles: Do You Need New Donor Management Software? Four Principles of Choosing Donor Management Software Implementing Your Donor Management Software Make Lists! What do you wish you could do that you can t? Is it because the software, or you, can t? Ask peers, ask vendor, verify yourself Evaluate your own system (for fundraising) Resource Evaluating Your Database Beyond Fundraising - CRM Resource List and Database Census Worksheet Webinar Sept 15 th Deeper Dive
25 phone: website:
CONVIO LUMINATE Q&A. Summary: Luminate is comprised of two suites: What is new:
CONVIO LUMINATE Q&A MEDIA FAQs Summary: Convio Luminate is Convio s new, cloud-based constituent engagement solution designed to support the next decade of growth for enterprise-level nonprofits. Convio
More informationSolution Overview. Blackbaud Enterprise CRM for large higher education institutions
Solution Overview Blackbaud Enterprise CRM for large higher education institutions Blackbaud Enterprise CRM : Bringing industry-leading advancement solutions to constituent relationship management the
More informationYour Donor Database System (DDS) / Constituent Relationship Management (CRM) Solution 1. We currently do not have one.
Your Donor Database System (DDS) / Constituent Relationship Management (CRM) Solution 1. We currently do not have one. 2. We have one, but would like another. 3. We have one and would like to utilize it
More informationMID-YEAR PREPARATION. 10 Simple Steps to Get You Ready for Year-End
MID-YEAR PREPARATION 10 Simple Steps to Get You Ready for Year-End IMPLEMENT SIMPLE STRATEGIES NOW THAT WILL MAZIMIZE YOUR YEAR-END FUNDRAISING EFFORTS. Did you know that most organizations receive half
More informationCONVIO ONLINE MARKETING
CONVIO ONLINE MARKETING Welcome to Convio You re focused on moving your organization s mission forward. That means you need to inspire and mobilize more people to support your organization. You ve got
More informationConvio Luminate CRM 101 The Basics. 2009 Convio, Inc. Page
1 Convio Luminate CRM 101 The Basics 2 Objectives Upon completion Luminate 101, you will be able to: Explain Luminate CRM general functions Create new contacts Manage Household Accounts Establish relationships
More information2014-15 Donor Management Systems Use and Satisfaction Study
2014-15 Donor Management Systems Use and Satisfaction Study Lehman Associates, LLC 2308 Mt. Vernon Ave, Suite 713 Alexandria, VA 22301 703-373-7550 www.lehmanconsulting.com / www.lehmanreports.com Tom@LehmanConsulting.com
More informationCONVIO LUMINATE TM ONLINE FUNDRAISING CRM ANALYTICS
CONVIO LUMINATE TM ONLINE FUNDRAISING CRM ANALYTICS WELCOME TO CONVIO LUMINATE TM You need new ways to reach your supporters. To break down data silos and get the full picture of your data. To see online
More informationThe Benefits of Fundraising Software For Nonprofits
Raise More Dollars in Less Time - Why the Right Software Matters! There are approximately 1.5 million nonprofits in the US, according to the National Center for Charitable Statistics, and fewer than 100,000
More informationSolution Overview. Blackbaud CRM TM. For higher education institutions
Solution Overview For higher education institutions Blackbaud CRM Bringing industry-leading advancement solutions to constituent relationship management Solving the challenges of higher education institutions
More informationCreating a MultiChannel Marketing Plan & Timeline for Annual Fundraising
AFP DFW Philanthropy in Action Conference June 13, 2014 Creating a MultiChannel Marketing Plan & Timeline for Annual Fundraising Jennifer Hawthorne Hawthorne@UTA.edu Hawthorne.JL@gmail.com MultiChannel
More informationCONVIO SOLUTION PROVIDER Training Syllabus
CONVIO SOLUTION PROVIDER Training Syllabus AUTHORIZED OVERVIEW: CONVIO SOLUTION PROVIDER TRAINING To be a CSP you start by having authorized individuals on staff. There are two types of authorizations
More informationHow To Use Digital Media Marketing to Boost Fundraising
How To Use Digital Media Marketing to Boost Fundraising Lucy Sytov Marketing and Annual Fund Manager, Central Scholarship LSytov@central-scholarship.org Before You Jump In Determine what you want to get
More informationNext Generation Fundraising and CRM Systems
Next Generation Fundraising and CRM Systems Steve Cherry Director IT Nick Ward Founding Partner Ken Yanhs Director Online Tucker MacLean VP Customer Success KQED roundcorner WGBH Salesforce Foundation
More informationSalesforce Bootcamp for Nonprofits Workbook
Salesforce Bootcamp for Nonprofits Workbook 1 501Partners, LLC Contents OVERVIEW & TERMINOLOGY...4 1. ENTERING CONTACTS AND ORGANIZATIONS...5 Exercise 1: Create Two Individual Contacts and connect them
More informationAn Introduction to Databases for Grassroots Organizing
An Introduction to Databases for Grassroots Organizing Presented by Jon Goldberg of Palante Technology Cooperative for the North Star Fund October 18, 2014 This work is licensed under the Creative Commons
More informationCreating the Constituent-Centric Organization: The Benefits of Constituent Relationship Management (CRM) 2007 Hagen 20/20
Creating the Constituent-Centric Organization: The Benefits of Constituent Relationship Management (CRM) Agenda The challenge of knowing your constituents (data management challenge) CRM: Creating a constituent-centric
More informationOpen Source CRM. Michelle Murrain, Nonprofit Open Source Initiative March 27, 2008
Open Source CRM Michelle Murrain, Nonprofit Open Source Initiative March 27, 2008 What I ll cover today What is a CRM? Kinds of CRM Why Open Source CRM? Examples of Open Source CRMs How to choose a CRM
More informationCustomer Relationship Management (CRM) Databases for Arts Organizations. MRAC Workshop December 16, 2013
Customer Relationship Management (CRM) Databases for Arts Organizations MRAC Workshop December 16, 2013 About Us Karen Graham Director, Technology & Innovation 651-632-7231 kgraham@mapfornonprofits.org
More informationSegmentation and Direct Marketing Best Practices
COMMON GROUND BEST PRACTICES GUIDE A complimentary resource exclusively for Convio Common Ground clients Segmentation and Direct Marketing Best Practices Written by Heller Consulting June 2010 2010 Convio,
More informationThe Event Manager s TeamRaiser Companion
The Event Manager s TeamRaiser Companion This document is intended to provide suggestions and assistance for getting the most out of Convio s TeamRaiser, and maximize event participation and fundraising
More information2013 Donor Management Systems Use and Satisfaction Study
2013 Donor Management Systems Use and Satisfaction Study Lehman Associates, LLC 2308 Mt. Vernon Ave, Suite 713 Alexandria, VA 22301 703-373-7550 www.lehmanconsulting.com / www.lehmanreports.com Tom@LehmanConsulting.com
More informationYour Window to the Digital World
CMS Your Window to the Digital World Your website is a critical link between you and your constituents it s often where you first communicate your mission and connect with your supporters. The Convio Content
More informationReports and KPIs Guide
Reports and KPIs Guide 012511 Enterprise CRM, version 2.9 US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or
More informationMOVES MANAGEMENT MADE EASY. How CRM Puts You In Sync With Your Major Donors
MOVES MANAGEMENT MADE EASY How CRM Puts You In Sync With Your Major Donors In today's tough economy, successfully competing for donor dollars requires cultivating strong relationships with your major giving
More informationYOUR COMPLETE CRM HANDBOOK
HIGHER EDUCATION: YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO KNOW TO GET STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and
More informationDo More With Less: The Complete Toolbox for Small & Growing Nonprofits. 2011 Convio, Inc. Page 1
Do More With Less: The Complete Toolbox for Small & Growing Nonprofits 2011 Convio, Inc. Page 1 Introductions Don Roach Art Director, Creative Services, Convio 9 years of experience consulting with nonprofits
More informationEmbracing Technology for Moves Management Success
Embracing Technology for Moves Management Success White paper Embracing Technology for Moves Management Success Kathryn Johnson, Business Solutions Manager, Blackbaud, Inc. Bo Crader, Business Solutions
More informationDirector, CRM & Database Marketing Marketing Marketing & Brand Chevy Chase, MD /Other Exempt
Position Title Business Unit Home Department Location FLSA Status Full-Time or Part-Time Telecommuter Status Director, CRM & Database Marketing Marketing Marketing & Brand Chevy Chase, MD /Other Exempt
More informationHow Your Nonprofit Can Maximize Your Donor Database
How Your Nonprofit Can Maximize Your Donor Database Northern Minnesota Nonprofit Summit May 12, 2015 Mitch Peterson mitch.peterson@bloomerang.co 3 About Me Mitch Peterson 15 years in nonprofit sector Started
More informationEXAMINING DIRECT & INTERACTIVE MARKETING APPLICATIONS IN A VARIETY OF SECTORS
1 CHAPTER 14-2E EXAMINING DIRECT & INTERACTIVE MARKETING APPLICATIONS IN A VARIETY OF SECTORS Summary The applications of direct and interactive marketing are almost endless. This chapter has explored
More informationAdvanced CRM & Analytics for Nonprofits
Advanced CRM & Analytics for Nonprofits Convio Luminate CRM helps nonprofits like yours build stronger relationships with all of your supporters, whether prospects, donors, volunteers, advocates, or beneficiaries
More informationUsing Your Fundraising Software to Effectively Manage Your Prospects
Using Your Fundraising Software to Effectively Manage Your Prospects Learning Objectives How do we use our fundraising software to help manage our prospects more effectively? Note that this presentation
More informationMonitor. Track. Built. Repeat.
Monitor. Track. Built. Repeat. Exploring the Disciplines of Successful Major Gift Fundraising with Moves Management Tuesday, June 11 and Thursday, June 13, 2013 Join the conversation: #movesmanagement
More informationLuminate CRM helps nonprofits like yours build stronger relationships with all of your supporters, whether prospects, donors, volunteers,
Luminate CRM Advanced CRM & Analytics for Nonprofits Luminate CRM helps nonprofits like yours build stronger relationships with all of your supporters, whether prospects, donors, volunteers, advocates,
More informationFundraising for Success
Fundraising for Success A Guide for Small and Diaspora NGOs Ajay Mehta INTRAC PEER LEARNING PROGRAMME Introduction Fundraising is one of the most important pieces of the organisational jigsaw. Quite clearly,
More informationPOSITION DESCRIPTION April 2016. Canine Companions for Independence National Director of Development
POSITION DESCRIPTION April 2016 Canine Companions for Independence Canine Companions seeks an experienced fundraising strategist to architect a national fundraising model to target, cultivate and solicit
More informationMonthly Giving Marketing Kit
Monthly Giving Marketing Kit The Secrets to Gaining and Retaining Monthly Donors Part 2 of the Monthly Giving Series Prepared by DonorPerfect and Contributing Author Erica Waasdorp A Direct Solution Welcome
More informationSalesforce Automation
Salesforce Automation Bill Evanow Vice President, Sales salesforce.com Alana Kaselitz Principal Founder Echo Lane Jim Thompson Founder and CEO Rogue IT 1 July 16-17, 2009 Napa Valley Marriott Salesforce.com
More informationPeer-to-Peer Event Fundraising Benchmark Study. Key Performance Benchmarks for the Six Primary Types of Events
Peer-to-Peer Event Fundraising Benchmark Study Key Performance Benchmarks for the Six Primary Types of Events PUBLISHED OCTOBER 2010 TABLE OF CONTENTS Introduction...3 Event Types...4 Measuring Success:
More informationidealware A CONSUMERS GUIDE TO LOW COST DONOR MANAGEMENT SYSTEMS
A CONSUMERS GUIDE TO LOW COST DONOR MANAGEMENT SYSTEMS April 2009 This is an excerpt from a much longer report. For the full report and a comparison of 33 different systems, go to www.nten.org/donor or
More informationidealware DETAILED REVIEWS OF LOW COST DONOR MANAGEMENT SYSTEMS
DETAILED REVIEWS OF LOW COST DONOR MANAGEMENT SYSTEMS April 2009 TABLE OF CONTENTS Introduction 4 The Feature Matrix 5 The Pricing Matrix 6 Common Ground CRM, by Convio 7 Donation Director, by Cascade
More information2.91 New Features Guide
2.91 New Features Guide 08/31/2011 Blackbaud Enterprise CRM 2.91 New Features US 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means,
More informationInternet Marketing Assessment Responses
Internet Marketing Assessment Responses White paper Internet Marketing Assessment Responses introduction nprofits face increasing competition for support every day. Fortunately, the Internet offers unparalleled
More informationUsing Statistical Modeling to Increase
White Paper Using Statistical Modeling to Increase Donations Executive Summary Nonprofits increasingly rely on statistical modeling to help them target their best prospects and strengthen their fundraising
More informationField Guide YMCA Community Campaign with Online Peer to Peer Fundraising Tool
Field Guide YMCA Community Campaign with Online Peer to Peer Fundraising Tool 4 Rules of Fundraising 1. Effective fundraising is direct and personal. 2. People give because they are asked and shown how
More informationA CONSUMERS GUIDE TO LOW COST DONOR MANAGEMENT SYSTEMS
A CONSUMERS GUIDE TO LOW COST DONOR MANAGEMENT SYSTEMS June 2011 Steven Backman, Principal Technology Solutions for Social Change and Organizational Growth Technology strategy, assessment and planning
More informationImplementation Tips and Best Practices for
Implementation Tips and Best Practices for CRM Advancement Officer in CX Presented by: Emily Jackson, St. Mary s College of Maryland Barb DeYoung, Jenzabar Saturday, May 31, 2008 11:00 a.m. Session #157
More informationAUTHORIZED BLACKBAUD SOLUTION PROVIDER Guide
AUTHORIZED BLACKBAUD SOLUTION PROVIDER Guide Get the information, training and support you need to expand your business around Blackbaud products We at Event 360 stay well-versed in delivering deployment
More informationHow One Nonprofit Realized Nearly 200% Over Fundraising Campaign Goal
Turnkey Promotions Research: Volume 3 How One Nonprofit Realized Nearly 200% Over Fundraising Campaign Goal An analysis of a grassroots fundraising approach applied to a capital campaign. Turnkey Promotions
More informationEffective Marketing for Successful Fundraising
Effective Marketing for Successful Fundraising Get the attention of your donors and prospective donors! When marketing and fundraising work together effectively, donors receive consistent, compelling messages
More informationDonation Tracker Information
C A S C A D E D A T A S O L U T I O N S Donation Tracker Information Our mission is to provide powerful, yet easy to use, Campaign Management software with excellent Support. When you purchase Donation
More informationYour donors and supporters are increasingly multi-channel and they expect to get information that is relevant to their lives and interests
Luminate Online Multiple Channels, One Solution Your donors and supporters are increasingly multi-channel and they expect to get information that is relevant to their lives and interests through the channels
More informationTOOLBOX FOR THE MODERN NONPROFIT. Donor Management Made Easy
TOOLBOX FOR THE MODERN NONPROFIT Donor Management Made Easy IS YOUR DONOR DATABASE THE SOURCE OF MORE HEADACHES THAN CONTRIBUTIONS? Missing data. Lost contacts. Unwieldy reports. Sound familiar? Managing
More informationUsing the Internet to Raise Funds and Mobilize Supporters: Lessons Nonprofits Can Learn from the Dean for America Presidential Campaign.
white paper December, 2003 Introduction In early 2003, Democratic presidential hopeful and former Vermont Governor Howard Dean faced a challenge: How could he make the most of a small staff and a limited
More informationWELCOME! Webinar on roundcorner's donor engagement platform roundcause. with Childfund International, IRC, Salesforce Foundation and roundcorner
WELCOME! Webinar on roundcorner's donor engagement platform roundcause with Childfund International, IRC, Salesforce Foundation and roundcorner Please stand by, we will get started soon. NOTE: Audio should
More informationEPRÍSA CRM. Why Eprísa is different SAS 70. CRM solutions designed to your specifications
EPRÍSA CRM CRM solutions designed to your specifications Why Eprísa is different Users access the application via a web browser over a secured internet connection. Eprísa runs on a state-of-theart OODB
More informationNonprofit Accounting Software
Nonprofit Accounting Software Name: Accu Fund, Inc. Series: Accu Fund Accounting Suite /Government/Municipal Agencies Traits: Non-profit and government managers appreciate the reporting functionality and
More informationMapping Online Communications (and fundraising!)
Mapping Online Communications (and fundraising!) How to orient yourself in the landscape of online nonprofit applications. Claire Light seelight@sbcglobal.net Kinds of Tools Office Productivity Constituent
More informationPart 2: How Can I Develop a Successful Event email Marketing Strategy?
Part 2: How Can I Develop a Successful Event email Marketing Strategy? November 16, 2010 Presenters: Amy Braiterman, Blackbaud Pamela Snyder, Zuri Group Events Boot Camp Series Blackbaud Events Boot Camp
More informationYOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM
YOUR COMPLETE CRM HANDBOOK EVERYTHING YOU NEED TO GET YOUR NONPROFIT STARTED WITH CRM Introduction WHAT IS CRM? CRM is much more than a buzzy acronym that s been tossed around the business and sales world
More informationYOUR RAISER S EDGE DATABASE ADMINISTRATOR (DBA) QUALITIES AND CONSIDERATIONS
YOUR RAISER S EDGE DATABASE ADMINISTRATOR (DBA) QUALITIES AND CONSIDERATIONS If you want your Raiser s Edge system to function at its best, you need a good pair of eyes and hands managing it. The role
More informationAchieve Giving Day Results Like These
Achieve Giving Day Results Like These 2X brand awareness $25.2M in a single day 60% new donors 3X participation rate Multimillion-dollar offline gifts 1300+ nonprofits funded per event Without Giving Away
More informationBuild a Powerful Database
Build a Powerful Database You want to make a difference. A big difference. However, to make that happen, you need to energize your existing donors and volunteers around your nonprofit organization s mission
More informationMultiple Channels, One Solution
Multiple Channels, One Solution Your donors and supporters are increasingly multi-channel and they expect to get information that is relevant to their lives and interests through the channels they choose.
More informationTarget Analytics Nonprofit Cooperative Database
Target Analytics Nonprofit Cooperative Database Solution Overview Target Analytics Nonprofit Cooperative Database Lists and Predictive Models for Effective Fundraising You know how challenging it is to
More informationSimplify your business. Sell more tickets.
Simplify your business. Sell more tickets. Filling your venue s seats doesn t have to mean outsourcing every decision to a big, impersonal company that holds all the cards. Not when you have Vendini the
More informationidealware A CONSUMERS GUIDE TO LOW COST DONOR MANAGEMENT SYSTEMS
A CONSUMERS GUIDE TO LOW COST DONOR MANAGEMENT SYSTEMS April 2009 Paid Advertisement TABLE OF CONTENTS Introduction 5 What Types of Systems are Available? 6 What Do These Systems Do? 8 Recommendations
More informationWeb-Based Solutions from etapestry
Web-Based Solutions from etapestry etapestry wants to make your life easier and your organization more effective. If you need a database, website, online giving page, or specialized email tools, etapestry
More informationNonprofit Intelligence Business intelligence for nonprofits
White Paper Business for Nonprofits Executive Summary Information is more than just power it is the key to the success, growth and continued viability of every nonprofit organization. Yet, as many nonprofits
More informationExecutive Coaches of Orange County. Capacity Building Strategies
Executive Coaches of Orange County Capacity Building Strategies Capacity Building Acquiring the resources that your nonprofit needs to fulfill more of its mission. Capacity Building Strategies A strategy
More informationRelationship Management Policies and Procedures
Relationship Management Policies and Procedures General Concept: The Relationship Management and Tracking System (RMATS) is the process of advancing a current prospect or donor toward a first-time gift,
More informationRaiser s Edge Online Classroom Instructor-led training at your desk
Raiser s Edge Online Classroom Instructor-led training at your desk Simply put, online classroom training is the classroom training experience delivered online! You can attend classes online that are instructor-led
More informationNonprofit Technology Collaboration. Email Marketing
Email Marketing What is Email Marketing? Email marketing is when an organization sends out an electronic message using email. It is one of the easiest and least expensive ways for nonprofit organizations
More informationEffective Online Marketing 101.3: Measuring and improving housefile health
Effective Online Marketing 101.3: Measuring and improving housefile health Patrick Hansen and Kenan Pollack Senior Interactive Consultants About Us Patrick Hansen Kenan Pollack Senior Interactive Consultant
More informationBest Practices in CRM for Nonprofits
Best Practices in CRM for Nonprofits Your Presenters: Mike Spear Dir. Platform Engagement StayClassy Keith Heller Principal & CEO Heller Consulting Taksina Eammano VP of Product Management roundcorner
More informationA Cloud Marketing toolkit for small charities. www.shoestringsforcharities.com
A Cloud Marketing toolkit for small charities www.shoestringsforcharities.com Introduction What Is the Cloud Adoption of Digital Toolkit Details Digital infrastructure Top Tips Digital Transformation The
More informationPart 4: How Can My Events Raise More and Utilize New Strategies? November 18, 2010 Presenters: Amy Braiterman, Blackbaud Kristin Moody, Blackbaud
Part 4: How Can My Events Raise More and Utilize New Strategies? November 18, 2010 Presenters: Amy Braiterman, Blackbaud Kristin Moody, Blackbaud Events Boot Camp Series Blackbaud Events Boot Camp Series
More informationChoosing a Broadcast Email Tool
Choosing a Broadcast Email Tool March 2010 Logistics Ask questions! Otherwise I m speaking to a black hole! Choosing a Broadcast Email Tool Enter questions into the Chat with Presenter box February 2009
More informationCONTENT MARKETING FOR NONPROFITS LEVERAGING YOUR STORY TO ENGAGE & GROW YOUR SUPPORT BASE
CONTENT MARKETING FOR NONPROFITS LEVERAGING YOUR STORY TO ENGAGE & GROW YOUR SUPPORT BASE PRESENTED BY WWW.ASHLEYKLEFFER.COM GATEWAY PET GUARDIANS GATEWAYPETS.COM Nonprofit animal rescue focused in East
More informationBest Practices in Optimizing Member & Donor Engagement and Support
Best Practices in Optimizing Member & Donor Engagement and Support June 2, 2011 RightNow Technologies, Inc. Agenda and Presenters Welcome Industry Challenges Solution Overview Case Examples Question and
More information6 Simple Steps to Results-Driven Marketing Campaigns. A Guide to Effective and Affordable Marketing for Nonprofit Organizations
6 Simple Steps to Results-Driven Marketing Campaigns A Guide to Effective and Affordable Marketing for Nonprofit Organizations 6 Simple Steps to Results-Driven Marketing Campaigns As a nonprofit professional,
More informationDonor2. a plan. a partnership. a solution. the next level in fundraising software.
Donor2 a plan. a partnership. a solution. the next level in fundraising software. Donor2 is powerful and comprehensive software designed specifically for the needs of fundraising Donor 2 is fundraising
More informationThe Next Step to Sustainability
The Next Step to Sustainability The Benevon Next Step Web-based data management system assists nonprofits in easily implementing the Benevon Model for sustainable funding. It is designed to help you manage
More informationEssential Web Strategies For Ministries
Essential Web Strategies For Ministries Speakers Geoffrey Martinez Strategy Consultant Trinet Internet Solutions, Inc. Tim Payne Ministry Practice Leader Trinet Internet Solutions, Inc. Today s Discussion
More informationHow and Where to Get Started. with Business Intelligence (BI)
How and Where to Get Started with Business Intelligence (BI) Paul & Lisa Paul Keogan Founder and Principal at BackOffice Thinking Leading technology consultant for the past 20 years. pkeogan@backofficethinking.com
More informationWhy do we need Fundraising Software?
Why do we need Fundraising Software? By Cascade Data Solutions We have very few donors. We can manage a list in Excel. We have QuickBooks for Nonprofits. We don t have the funds in our budget to purchase
More informationDIRECT MAIL THE POWER OF. Developing your direct mail program... For more information, contact:
CompanionBooklet 10/10/06 12:45 PM Page 1 COMPANION BOOKLET THE POWER OF DIRECT MAIL Developing your direct mail program... For more information, contact: 2819 Saint Paul Street Baltimore, MD 21218-4312
More information7 Steps for a Successful Salesforce Implementation
7 Steps for a Successful Salesforce Implementation Salesforce can integrate all of your nonprofit s business processes into one system. You might be interested in a case management system, a better way
More informationCauseView Increases Oxfam Donations with Cloud-Based Workflow Process for Expiring Credit Cards
CauseView Increases Oxfam Donations with Cloud-Based Workflow Process for Expiring Credit Cards Using Cloud computing and recurring donations management technology - problematic credit card transactions
More informationA Few Good Online Donations Tools
1 of 8 9/13/2011 4:15 PM Published on Idealware (http://www.idealware.org) Home > A Few Good Online Donations Tools A Few Good Online Donations Tools By Laura Quinn Created 2010-05-25 16:30 Submitted by
More informationD o n o r R e l a t i o n s h i p M a n a g e m e n t S o f t w a r e, C a m p a i g n M a n a g e m e n t, R e p o r t i n g & A n a l y t i c s
Comprehensive Data Management Solutions for Nonprofit Organizations D o n o r R e l a t i o n s h i p M a n a g e m e n t S o f t w a r e, C a m p a i g n M a n a g e m e n t, R e p o r t i n g & A n a
More informationEducation. Lawrence Henze Elizabeth Crabtree. March 1, 2011
Target Analytics Fundraising Models for Higher Education Lawrence Henze Elizabeth Crabtree March 1, 2011 Elizabeth Crabtree and Lawrence Henze Today s Agenda Presenters Target Analytics and Blackbaud Data
More informationYMCA CAMPAIGNER HANDBOOK
1 YMCA CAMPAIGNER HANDBOOK TABLE OF CONTENTS INFORMATION PAGE Introduction 3 Campaigner Responsibilities 4 Donor Prospect Development 5 Campaign Success Tips 6 Steps/Script For Solicitation 7 Filling Out
More informationNonprofit Technology Communications Landscape. Charities Technology Conference Columbia Law School - March 24, 2011
Nonprofit Technology Communications Landscape Charities Technology Conference Columbia Law School - March 24, 2011 Agenda Communications Infrastructure Campaigning Tools Communications Infrastructure CRM
More informationSWOT. SWOT for Fundraising. Internal. External. Strengths Weaknesses
SWOT analyzes strategic fit between internal and external environments SWOT for Fundraising Internal Strengths Weaknesses External Make organization more effective and sustainable than other agencies.
More informationData Management for Non-Profits. Information Technology, The Cloud and Other Useful Things You Should Know
Data Management for Non-Profits Information Technology, The Cloud and Other Useful Things You Should Know Presentation Outline I. Introduction to The Cloud (David) 1.Types of Public Cloud Infrastructures
More informationBy Peter Schoewe, Director of Analytics Mal Warwick Donordigital
Measuring YOur return On investment in Multichannel fundraising campaigns By Peter Schoewe, Director of Analytics Mal Warwick Integrated fundraising, advocacy and marketing in a multichannel nonprofit
More informationDONOR STEWARDSHIP PROGRAM FY 2013
DONOR STEWARDSHIP PROGRAM FY 2013 THE CASE FOR DONOR STEWARDSHIP The Merriam Webster Collegiate Dictionary tells us that the word stewardship first appeared in the 15th century, and is defined as the conducting,
More informationA Guide to Marketing Automation
A Guide to Marketing Automation How Has B2B Marketing Changed? B2B marketing has undergone a significant shift in recent years. Buyers are able to take more control of the buying process by undertaking
More information