eTapestry Webinar

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eTapestry Webinar

  1. 1. A Blackbaud Company Welcome to the eTapestry Healthcare Webinar! Your presenter: Katie Rucker Healthcare Market Executive •To join the audio dial, 866.219.1531 Pass code 7151874339# • *6 Mutes your Phone • # 6 UN-Mutes your Phone •If you are not able to see the entire screen, in the top left hand corner - a button saying "full screen" or "fit to window" - If you hit that, it automatically auto fits your screen into mine!
  2. 2. Quick Introduction • Your Name, Organization • How many records / names ? ________# (members, volunteers, donors, prospects, friends, corporations, foundations, alumni, etc.) • Are you using any software? (ACS, Shelby, Excel, Access, FileMaker Pro, Blackbaud, DonorPerfect,etc.) Your presenter: Katie Rucker To join the audio dial, 866.219.1531 Pass code 7151874339#
  3. 3. A Blackbaud Company Today’s agenda 1. Quick Introduction to eTapestry (7 minutes) 2. Ten Guarantees (45 min) 3. Big Picture Investment options (5 min) 4. Questions? 5. If you like what you see today, • Next step, individual needs • Custom proposal, then a • Personalized demonstration
  4. 4. A Blackbaud Company eTapestry Database eCommerce eMail Web Services The Complete Solution
  5. 5. A Blackbaud Company Who is eTapestry? •An organization dedicated to serving hospital foundations, medical centers, free clinics, hospices, healthcare foundations and other organizations of all types & sizes!
  6. 6. A Blackbaud Company Who is eTapestry? •An organization dedicated to serving nonprofits •A fast growing, successful company •A company that thrives on innovation •A group that is passionate about service •People who love to have fun!
  7. 7. A Blackbaud Company What is our history? •Founded by former execs at Master Software Corp. •Introduced the first “Software as a Service” solution for nonprofits in 1999 •In use by over 6,000 nonprofit organizations around the world •Purchased and now a wholly owned subsidiary of Blackbaud in August 2007
  8. 8. A Blackbaud Company We’ll give you a Guarantee… 10
  9. 9. A Blackbaud Company 1. We guarantee you an Internet strategy. Database Checks, Credit cards Post Office through the mail or phone Ecommerce Advanced Email Website
  10. 10. A Blackbaud Company eTapestry builds and hosts websites for more than 300 organizations.
  11. 11. A Blackbaud Company eTapestry builds and hosts websites.
  12. 12. A Blackbaud Company A link on your website connects donors to a custom online giving page.
  13. 13. A Blackbaud Company …where the donor completes the online giving form.
  14. 14. A Blackbaud Company The gift information is automatically processed, and the donor is notified of their successful transaction. IATS TicketMaster
  15. 15. A Blackbaud Company The money is then automatically deposited into your bank account, and the donor and gift recorded in eTapestry. IATS TicketMaster Your Bank Account
  16. 16. A Blackbaud Company The Results… Your donor or member has made a secure gift, conveniently and easily - and they already have their gift receipt in hand! Electronic tithing, EFT, monthly gifts! The gift is automatically deposited in your bank. All of the donor and gift information is automatically recorded. Your eTapestry database Your fundraising and membership efforts are growing!
  17. 17. A Blackbaud Company Online Donation Page
  18. 18. A Blackbaud Company Online Registration
  19. 19. A Blackbaud Company Online Volunteer Registration
  20. 20. A Blackbaud Company
  21. 21. A Blackbaud Company eTapestry Shopping Cart
  22. 22. A Blackbaud Company eTapestry Personal Fundraising
  23. 23. A Blackbaud Company eTapestry Personal Fundraising
  24. 24. A multi-purpose page Make a Gift Event Sign-up
  25. 25. A Blackbaud Company eTapestry’s advanced email provides a fully integrated email tool…with full html editor
  26. 26. A Blackbaud Company eTapestry’s advanced email provides a fully integrated email tool…with spam checking and scheduling
  27. 27. A Blackbaud Company eTapestry’s advanced email provides a fully integrated email tool…including delivery reports
  28. 28. A Blackbaud Company eTapestry’s advanced email provides a fully integrated email tool…including delivery reports and click thru tracking
  29. 29. A Blackbaud Company Your Internet strategy may become even more sophisticated and utilize additional tools…
  30. 30. A Blackbaud Company Your Internet strategy may become even more sophisticated and utilize additional tools… Donor/Member Login WishList Benchmark Loyalty Survey Reporting
  31. 31. A Blackbaud Company 2. We guarantee you broader access to your data. •Office •Home •Airport •Road •Multiple offices •Partner locations •PDA’s •anywhere
  32. 32. A Blackbaud Company 3. We guarantee easy operation.
  33. 33. Welcome Page for each login…
  34. 34. A Blackbaud Company Runs in a web browser
  35. 35. A Blackbaud Company Search engine type lookups
  36. 36. A Blackbaud Company Complete info on one page
  37. 37. A Blackbaud Company Complete info on one page
  38. 38. A Blackbaud Company Built in reporting
  39. 39. A Blackbaud Company Easy setup, multiple output options
  40. 40. A Blackbaud Company Dynamic report use
  41. 41. A Blackbaud Company Drill down navigation
  42. 42. A Blackbaud Company Integrated tools
  43. 43. A Blackbaud Company 4. We guarantee better recordkeeping.
  44. 44. A Blackbaud Company 4. We guarantee better recordkeeping. Family or Businesses with multiple names to track Relationships Email Communication Constituent interactions Future Contacts/Calendaring
  45. 45. A Blackbaud Company Track Relationships
  46. 46. A Blackbaud Company Relationships
  47. 47. A Blackbaud Company Relationships
  48. 48. A Blackbaud Company Track Relationships
  49. 49. A Blackbaud Company Constituent interactions "I open up eTapestry and look at the journal entries to see the last time we talked. If I don’t know them very well, I can see who introduced them to the organization. It’s really powerful." Connie Sherman, Executive Director, St. Mary's Child Center
  50. 50. A Blackbaud Company Outlook Integration
  51. 51. A Blackbaud Company Email Communication
  52. 52. A Blackbaud Company Email Communication
  53. 53. A Blackbaud Company Future Contacts/Calendaring
  54. 54. A Blackbaud Company Future Contacts/Calendaring
  55. 55. A Blackbaud Company Future Contacts/Calendaring
  56. 56. A Blackbaud Company Future Contacts/Calendaring
  57. 57. A Blackbaud Company 5. We guarantee improved communications.
  58. 58. A Blackbaud Company We’ve already looked at communications tracking, outlook integration, and advanced email… BUT we can help you keep your information accurate too.
  59. 59. A Blackbaud Company Did you know …? Nationally, 17% to 20% of the US population moves each year. That means up to 1 in 5 of your mailing pieces may not go to the correct address. Source: US Postal Service
  60. 60. A Blackbaud Company Did you know …? Nationally, 17% to 20% of the US population moves each year. That means up to 1 in 5 of your mailing pieces may not go to the correct address. Source: US Postal Service •NCOA Processing •Telephone Appending •Mass Duplicate Merge
  61. 61. A Blackbaud Company
  62. 62. A Blackbaud Company
  63. 63. A Blackbaud Company
  64. 64. A Blackbaud Company Newsletter Templates
  65. 65. A Blackbaud Company Letter Templates
  66. 66. A Blackbaud Company Events & Invitation Templates
  67. 67. A Blackbaud Company Envelopes Templates
  68. 68. A Blackbaud Company Mailing Labels
  69. 69. A Blackbaud Company
  70. 70. A Blackbaud Company
  71. 71. A Blackbaud Company 6. We guarantee your data is secure.
  72. 72. A Blackbaud Company We take security seriously. Encrypted data Redundant equipment Automatic backups Automatic updates 2 hosting centers – Indianapolis and Atlanta
  73. 73. A Blackbaud Company Sophisticated end-user security settings
  74. 74. A Blackbaud Company With complete details on all user activity.
  75. 75. A Blackbaud Company 7. We guarantee outstanding support.
  76. 76. A Blackbaud Company User Support Email Online Help Instant Messaging Telephone
  77. 77. A Blackbaud Company User Training – On Demand. Your pace. Your convenience. Annual Training Agreement Recorded Update Sessions Crash Courses Podcasts
  78. 78. A Blackbaud Company 8. We guarantee innovative tools.
  79. 79. A Blackbaud Company Integration with best-in-class partners Planned giving Outlook email Wishlist Grant research Benevon Moves Management Prospect Research Matching gift database Auction Software
  80. 80. A Blackbaud Company Innovations • eTapestry Mobile •Included with your eTapestry service •Specifically formatted for mobile use •Fast •Real time information – no syncing or downloading
  81. 81. A Blackbaud Company 9. We guarantee fast, smooth implementation. 1. “Getting Started” call with your Account Executive 2. A dedicated Conversion Specialist 3. Training programs 4. Implementation specialist – if needed
  82. 82. A Blackbaud Company 10. We guarantee you’ll save money. Consider these cost, beyond the software, that other systems require: •No software to buy •No hardware to purchase or update •No upgrades to install •No maintenance required •No backups to make •No travel for training •Add services when you need them •Remove services you don’t need •Raise more money or it’s FREE!
  83. 83. A Blackbaud Company An extra special guarantee We’ll be good for each other or it’s free. A unique offering in the nonprofit industry.
  84. 84. A Blackbaud Company eTapestry Investment Options… # of Accounts in your database # Accounts Monthly Fee <500 FREE! 501-1,000 $37/month 1,001-5,000 $117/month 5,001-15,000 $172/month 15,001-25,000 $236/month 25,001-35,000 $289/month 35,001-45,000 $354/month
  85. 85. A Blackbaud Company eTapestry Investment Options… # of Accounts in your database Concurrent Users # Accounts Monthly Fee # Users Monthly Fee <500 FREE! 1 Included 501-1,000 $37/month Each Add’l $50 1,001-5,000 $117/month 5 pack $175 5,001-15,000 $172/month 15,001-25,000 $236/month 25,001-35,000 $289/month 35,001-45,000 $354/month
  86. 86. A Blackbaud Company eTapestry Investment Options… Optional services – can be added at any time •Telephone support •Import •Annual Training Agreement •Matching Gift Database •Admin module •Moves Management •Advanced Email •Outlook integration •Advanced Security •Planned Giving Calculator •Document Attachments •Prospect Research Services •Donor / Alumni Login •Segmented Gifts •Ecommerce •WishList •Executive Reporting •Website Development •Grant Explorer •Database Conversion options
  87. 87. A Blackbaud Company What’s next? 1.We’ll discuss your unique needs. 2.We’ll build a custom proposal. 3.We’ll provide a personalized demonstration. 4.We’ll help you with every step of implementation.
  88. 88. A Blackbaud Company Questions ? Your presenter: Katie Rucker Healthcare Market Executive Contact Info: 888.739.3827 x7225 Katie.rucker@etapestry.com

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