Serenic DonorVision is 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.
DonorVision allows you to:
- . Fulfill your organization’s mission
- . Track and increase the success of your fundraising
initiatives
- . Cultivate relationships
- . Analyze the success of your campaigns
- . Manage donor communication preferences
- . Specify categories to segment your constituents for
targeted mail efforts
- . Leverage your investment in Microsoft office
Fulfill organization’s mission
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
donorvision, 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, DonorVision 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 DonorVision, 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
donorvision match the finance reports from gl, giving the entire
organization access to campaign analysis.
Manage donor communication
With DonorVision 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. DonorVision 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 donorvision
so that the full history of communications with a donor can be
viewed at a glance.
Segment constituents for targeted efforts
Segments in DonorVision 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 Dynamics NAV 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. |
