Bulk Email Campaigns

The creation and distribution of email campaigns to current and prospective donors to raise awareness of a current or upcoming campaign.​

At Risk Donors

Analysis and alerts of at-risk donors, based on donation activity, and tracking of changes in donor’s financial status.​

Untapped Donation Potential Analysis

Tracking financial status of former patients, alum, their family/close associates with reference to news sources, social media etc assessing donation potential.

Donation Processing

Processing of donation pledges and donation receivables, including integration with an online payment gateway for secure, PCI-compliant donation processing.​

Donor Contact Information

Maintain a database of donor contact information, including names, addresses, phone numbers, email addresses, and social media contact information.​

Donation Receipts

Issuance and tracking of donation receipts.​

Supporter Leads

Prospective donor leads based on past history with prospect. May entail integration with organization's patient, congregation, membership, or other records.

Donation Accounting and Tracking

Accounting to track the receiving of donations, the reallocation of received funds, and fund reporting for tax and audit purposes.​

Metric and Reporting

Metrics and reporting to track donations received, donations against targets, and trends such as history, demographics, geographics, etc.​

Ease of IT Administration

This data indicates whether IT personnel will be able to resolve issues and perform configurations efficiently and effectively.

Vendor Support

The importance of vendor support will vary for each organization depending on internal capabilities, but there will always be issues that only the vendor can resolve.

Availability and Quality of Training

Effective and readily available training enables users to get the most out of the software you've chosen. Use this section to make sure your vendor's training programs and materials measure up.

Breadth of Features

Users prefer feature rich software that enables them to perform diverse series of tasks. This data expresses user satisfaction with the product's breadth of features.

Ease of Data Integration

Use this data to determine whether the product will cause headaches or make data integration easy.

Business Value Created

Software needs to create value for employees, customers, partners, and, ultimately, shareholders. This data expresses user satisfaction - or lack thereof - with the product's business value.

Ease of Customization

Don't get bogged down in a difficult customization; use this data to make sure you can easily achieve the functionality you need for your particular situation.

Ease of Implementation

Successfully implementing new software is necessary to realize its full value and promote end user adoption. This data indicates whether or not the product is easy to implement.

Product Strategy and Rate of Improvement

Vendors who don't stay on top of emerging needs and trends won't enable you to meet your business goals. Use this data to separate innovators from imposters.

Quality of Features

Feature quality is just as important as quantity. Use this data to determine if this product will do what you're purchasing it to do, easily, intuitively, reliably, and effectively.

Usability and Intuitiveness

End user learning curves cost the organization money. Pay attention to your end users' technical ability to determine how important UX is in your purchase.