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Creating Loyalty Through Experience#thebridgeconfwww.customerexperience101.blogspot.comTwitter: bridgetlbrandtBridget L. Brandt
About me https://about.me/bridgetlbrandt
Sage, 30 years of experience thebridgeconf
Agenda ,[object Object]
Evaluate your current donor experience
Enhance your current donor experience
Strategy & Planning
Real World Tips and Techniques(Yes, it is that simple.) thebridgeconf
Identify Evaluate Enhance  Real World Examples thebridgeconf
Our Program Identify Evaluate Enhance  Real World Examples Treat customers like we would like to be treated Program consists of many elements: Series of e-mails and direct mails designed to help new customers be successful. Annual thank-you programs “Love Bombs” Making decisions that replicate how we would want to be treated. Results: 4X the revenue for customers in the program. thebridgeconf
Identify Evaluate Enhance  Real World Examples So…what is your experience like today?   Do you really know what it is like to work with your   organization?    You should. thebridgeconf
Identify Evaluate Enhance  Real World Examples How to Identify & Evaluate Your Experience Get more information Act like a donor/customer Get someone else to act like a donor Listen to your staff and volunteers Survey-See appendix for tips Research-Understand your current donors Examine all of your touch points Be honest when you evaluate yourself and don’t punish people for that honesty. Accept the truth  thebridgeconf
Identify Evaluate Enhance  Real World Examples thebridgeconf
Identify Evaluate Enhance  Real World Examples How to Enhance Your Donor Experience 1. Establish a plan after you understand the value of the base. What are you trying to solve for? Recurring gifts, new donors,  loyalty, etc…? 2. Consider a pilot – to provide proof of concept. 3. Review and Revise – Donors change, economy changes, patterns change….review and revise your strategy. thebridgeconf
Identify Evaluate Enhance  Real World Examples Enhancing Experience in the Real World thebridgeconf
Identify Evaluate Enhance  Real World Examples Enhancing Experience in the Real World Employees: 92% of loyal employees will go above and beyond the call of duty** Top Five Drivers of Loyalty  **Walker Information Group, http://www.walkerinformation.com/pics/wlr/Employee_ExecSumm_07.pdf thebridgeconf
Identify Evaluate Enhance  Real World Examples Enhancing Experience in the Real World Volunteers: They are you. Make sure they understand they represent you & what that means. ,[object Object]
Provide them with the tools they need to share our story
Be available, open, and honestthebridgeconf
Identify Evaluate Enhance  Real World Examples Enhancing Experience in the Real World Mailings: Are your mailings making an impression? ,[object Object]
Think about “What’s in it for me?”
Engage, do something that creates the need for participationSocial Media: What are you doing with it?  What are your donors doing with it? ,[object Object]

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Editor's Notes

  1. About Sage Nonprofit SolutionsSage Nonprofit Solutions has been serving nonprofit and governmental organizations for more than 30 years. Sage currently helps more than 3.1 million small and midsized businesses, including more than 32,000 unique not-for-profit organizations, in the U.S. and Canada increase efficiency and more easily manage their operations through the use of technology. From fund accounting, donor and fundraising management, and fixed asset management, to online donation processing, human resources (HR), payroll, and health care, Sage offers a software product or service to meet the organization’s need.