Operational Efficiency Solutions
DonorPerfect Growth Tracks
Categories: Tips + Templates
Operational Efficiency Solutions TranscriptPrint Transcript
With so many day to day tasks required to operate a nonprofit organization, it can be challenging to manage long term goals like cultivating donor relationships and improving your current fundraising Read More
With so many day to day tasks required to operate a nonprofit organization, it can be challenging to manage long term goals like cultivating donor relationships and improving your current fundraising strategy, while still taking care of what’s in front of you. Reclaim your time with DonorPerfect DonorPerfect is a cloud based CRM that offers easy customization, unlimited users and a seamless workflow experience for your entire team. On average DonorPerfect users save 15 hours on data entry per week. With the time saved your team can connect better with donors, improve current fundraising strategies, and pursue the goals you’ve been putting off for when you have more Well, time. Whether you’re processing payments, entering data or keeping your stakeholders updated on your latest metrics DonorPerfect can simplify and even automate your organization’s workflows.
Whenever you were face to face with your donors, you can process donations dictate notes and assign a new task right from your mobile device using the free DonorPerfect companion app DP mobile. When you use DP mobile your DonorPerfect data is accessible outside of the office Bestival notes and transactions taken with DP mobile are instantly recorded in DonorPerfect in real time.
With every donation, survey or registration donors complete with your DonorPerfect online forms, the data entered is synced with your DonorPerfect system. No need for data entry on your part.
DonorPerfect Smart Actions allows you to create custom triggers to prompt a desired action such as instantly emailing a board member to ask them to call a donor the moment they reach a lifetime giving total of $1,000.
Record gifts and pledges faster by inputting them in batches with DonorPerfect Gift Batch Entry. In the same batch. You can enter split gifts, tributes to notifications, matching gifts, payments toward pledges and soft credits.
Send out appeals and acknowledge all of your gifts at once with personalized letters or emails. DonorPerfect makes it simple to merge your donor and gift data into multiple communications with just a few clicks.
Staff Reports to be emailed to your stakeholders at intervals you set through DonorPerfect report scheduler.
By integrating your assignments with your Google, Apple, Yahoo or Outlook calendars, you can track your tasks both inside and outside of DonorPerfect all in one place. Reclaim your time by streamlining your operations with DonorPerfect.
Simplify your data entry with DonorPerfect integrations and trusted partners. Customize your screens to only show relevant information and keep data consistent seamlessly and securely connect your gift and non donor revenue with your accounting software. Process. Check donations and capture gift data without a single keystroke. See if DonorPerfect is right for your organization’s operational needs by calling us anytime at 800 to 208111 or by getting a demo at DonorPerfect.comRead Less