Need to view high-level data specific to your role? Learn how to review various dashboards such as the Gift and Biographic Entry Dashboard, the Major Gift Dashboard, the Prospect Research Dashboard, and others.
Ready to enter constituent information? Learn how to create person and organization records as well as maintain the records by entering additional constituent data or indicating the constituent is deceased.
Do you use different formal and informal names in various communications? Do you want to automate how CRM Advance combines names of married couples? Learn how to use the Name Pattern Generator for both couples and individuals.
Do you collect and track employment relationships? Learn how to create employment relationships to constituents and non-constituent companies. Also learn how to link employment relationships to addresses.
How do you get your constituents to engage? What interests your constituents? Learn how to enter and track affinity programs, interest information, activities, award information, involvement, and publication information.
Do you need to track additional information such as education, alternate IDs, hiring preferences, matching gift policies, or industry classifications? Learn how to maintain education and other attributes.
Do you need to look up and view additional information such as education, alternate IDs, hiring preferences, matching gift policies, or industry classifications? Learn how to view education and other attributes.
Do you have major donors who have endowed your institution with a large gift such as a multi-year scholarship? Do you need to steward the donor through the endowment process? Learn how to view and track endowment activities.
Do you ever encounter groups such as married couples, organizations, siblings, or family foundations who would like to contribute to your institution as a group? Learn how to create and maintain giving groups.
Do you need to know how the current campaign such as the President’s Campaign for the Future is progressing towards its goals? Learn how to create new campaigns, campaign levels, and track progress towards campaign goals.
Do you want to encourage donations using membership programs? Do you want to award levels such as the silver, gold, or platinum level to increase engagement? Learn how to add membership programs or levels.
Does your institution use membership programs to encourage donations to specific programs at predetermined amounts through monthly dues payments? Learn how to management memberships by adding new members, adding premiums. Also learn how to adjust, renew, or cancel memberships.
Do you have annual campaigns that support the mission of the institution? Do you need to setup and maintain campaigns such as the President’s Campaign or the Annual Giving Campaign? Learn how to setup and manage campaigns.
Do you need a date driven communication plan? Or a communication plan that triggers as soon as a gift is received? Or a communication plan that includes relative wait periods such as 30 days before a membership expires? Learn how to create these communication plan types and include either dynamic or status communication lists.
Do you use a variety of communications to engage constituents? Learn how to automate these communication activities by attaching email, phone call, and letter activities to a communication plan. Learn how to set wait days and create conditional branches in the communication plan.