Constituent Management |
Constituent management if fully integrated with all core financial
areas, enabling the development staff to make contribution entries
that flow accurately through the accounting system. This eliminates
duplicate entry, ensuring correlation between accounting and
development reports, and making the fundraising software a true part
of the business solution for the organization. Constituent management allows you to:
Not-for-profit development departments are inextricably linked with their accounting departments, yet too many fundraising software packages operate independently of the accounting software. In some cases, fundraising software has had accounting software written to accommodate it. In other cases, fundraising software is linked to for-profit accounting software. With constituent management, the fundraising software becomes an integrated part of the overall accounting system, thereby helping organizations to better fulfill their mission. Track success of fundraising efforts
Whether you need a detailed report for a fundraising analyst or a
quick snapshot for an executive summary, constituent management lets
you track campaign goals, budgets and actual performance at a glance.
Use statistics to assess the trends and performance of a campaign with
just one click. Use segments to easily create target groups of your
constituents and assign the segment to the appropriate campaign for
tracking target populations and response rates. Cultivate relationships
With constituent management, you can cultivate relationships by
tracking extensive biographical data about donors and other
constituents. You can track complete address, employment, and
education history of constituents. You can track phone/fax/ e-mail/web
site data separately from mailing address for maximum accuracy and
flexibility. You can manage donor communication preferences by type of
contact preferred. And you can use document matrix to store incoming
communication from prospects or donors, grant applications, pictures,
articles and other key documents. Analyze success of campaigns
Multiple level campaign/appeal/designation functionality allows you to
break your tasks down into the detail you need to track the success of
your campaigns. You can track any number of appeals per campaigns, and
any number of designations per appeal. The budget, goal, target and
response data rolls up from designations to appeals to campaigns to
allow high-level campaign analysis of the lower level detail.
Designations link to gl posting, ensuring that the fundraising reports
from constituent management match the finance reports from gl, giving
the entire organization access to campaign analysis. Manage donor communication
With constituent management you can not only keep track of
communications to and from donors and other constituents, you can also
plan and execute communication strategies. Using to-dos and activities
you can create communication tracks and schedule tasks. Using
interactions you can log each communication effort, including detailed
notes about a phone call or an electronic copy of a letter.
Constituent management is fully integrated with Microsoft outlook, so
managers can assign and track the status of tasks and calendar items
for their staff using the familiar outlook interface, and each item
will be synchronized with constituent management so that the full
history of communications with a donor can be viewed at a glance. Segment constituents for targeted efforts
Segments in constituent management allow for simple and flexible
creation of target groups for any communication or solicitation
effort. Use category groups and codes to track interests, skills,
hobbies, committee involvement - any attribute that you use to track
your constituents' interest in or relationship to your organization.
Use segments to create queries using those codes and any other
constituent field to create targeted groups, and generate an
interaction directly from the segment, allowing you to simultaneously
streamline the list creation process and maximize the effectiveness of
your fundraising and communication efforts. Leverage Microsoft office
Because we are powered by Microsoft’s Navision accounting software
platform, you are able to fully leverage your investment in Microsoft
office because of our direct integration with outlook, word and excel.
Calendars, tasks, letters and mail activities can be automatically
synchronized with Microsoft office. |
