What’s New in Sage Fundraising 50 Sage Summit 2011


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  • First thing end users will notice is the facelift for FR50 – a whole new look!
  • First thing end users will notice is the facelift for FR50 – a whole new look!
  • First thing end users will notice is the facelift for FR50 – a whole new look!
  • First thing end users will notice is the facelift for FR50 – a whole new look!
  • First thing end users will notice is the facelift for FR50 – a whole new look!
  • First thing end users will notice is the facelift for FR50 – a whole new look!
  • First thing end users will notice is the facelift for FR50 – a whole new look!
  • First thing end users will notice is the facelift for FR50 – a whole new look!
  • Custom fields tab lets you add fields from the Basic card to selected reports
  • Customers can opt out of this process
  • Required Slide Please do not delete this slide. Check with your business unit’s Learning Services department to determine what additional learning opportunities are available. Simply remind attendees that many learning opportunities are available—classroom, online, recorded and live—and refer them to www.sageu.com or their local business partner for details.
  • Required Slide All sessions will include this slide; please do not change the verbiage on this slide . Please add the session code to this slide where indicated.
  • What’s New in Sage Fundraising 50 Sage Summit 2011

    1. 1. What’s New in Sage Fundraising 50 - C-NPS13 Jamy Squillace Jill Steward
    2. 2. Session Objectives <ul><li>Discuss Sage strategic direction </li></ul><ul><li>Explain new licensing options for Sage Fundraising 50 and connected products and services </li></ul><ul><li>Show users what is coming in the next version of Sage Fundraising 50 </li></ul><ul><li>Review what will be coming in future versions </li></ul>
    3. 3. <ul><li>Sage Strategic Direction </li></ul>
    4. 4. <ul><li>Providing an Extraordinary Customer Experience </li></ul>
    5. 5. New Offerings <ul><li>Sage Grant Management </li></ul><ul><li>Sage Fund Raising Online </li></ul><ul><li>Sage eMarketing </li></ul><ul><li>Sage Online Non-profit Suite </li></ul>
    6. 7. Sage Grant Management <ul><li>Organization, program, contact, and grant tracking Scoreboards with business intelligence indicators and data drilling </li></ul><ul><li>Performance and success measurements, plus easy-to use reporting </li></ul><ul><li>Collaboration tools with project management and document-sharing capabilities </li></ul><ul><li>Integrated contact tracking and follow-up reminders </li></ul><ul><li>Task-driven user interface with customizable options </li></ul><ul><li>Financial- and item-based budgeting </li></ul><ul><li>Seamless integration to Sage Fund Accounting and Sage Fundraising 50. Millennium integration coming soon! </li></ul>
    7. 8. Sage Fundraising Online
    8. 9. Sage Fundraising Online
    9. 10. Sage Fundraising Online <ul><li>For additional details on Sage Fundraising Online, please attend: </li></ul><ul><li>Getting Onboard With Sage Fundraising Online - C-NPS46 </li></ul><ul><li>Wednesday, 10:15 – 11:45 am (the following session) </li></ul>
    10. 11. Sage e-Marketing <ul><li>Blast e-mail </li></ul><ul><li>Create surveys </li></ul><ul><li>Maintain mailing lists </li></ul><ul><li>Track open rates </li></ul><ul><li>Drip marketing </li></ul>
    11. 12. Sage e-Marketing
    12. 13. Sage e-Marketing <ul><li>For additional details on Sage e-Marketing, please attend: </li></ul><ul><li>Sage E-marketing Integration Focus Group - C-NPS10 </li></ul><ul><li>Wednesday, 2:45 – 3:45 pm </li></ul>
    13. 14. Sage Nonprofit Suite <ul><li>Options for bundle of products: </li></ul><ul><ul><li>Sage Fundraising 50 </li></ul></ul><ul><ul><li>Sage Fund Accounting </li></ul></ul><ul><ul><li>Sage Fundraising Online </li></ul></ul><ul><ul><li>Sage Grant Management </li></ul></ul><ul><li>Hosted </li></ul><ul><li>Single and multi user license available </li></ul>
    14. 15. Sage Online Nonprofit Suite Home Page All named users can log into Sage Online Solutions Portal Sage Fund Accounting Sage Fundraising 50 (or Sage Millennium) Sage Grant Management Sage Fundraising Online Once on the home page, users can select any application they wish to launch Connected Services Sage E-marketing Aatrix SPS SmartSheet Customer can still set security restrictions for named users specific to each application [FUTURE] Dashboards and Common Reporting In the future, we would also provide dashboard and common reporting tools for the entire suite Customers can launch Connected Services they own, or click on links for purchasing information
    15. 16. Sage Fundraising 50 9.0 – User Enhancements <ul><li>New Look </li></ul><ul><li>Report Customization </li></ul><ul><li>New Standard Reports </li></ul><ul><li>Product Enhancement Program </li></ul>
    16. 17. A New Look for FR50 – Home Page
    17. 18. A New Look for FR50 – Constituent View
    18. 19. A New Look for FR50 – Notecard
    19. 20. A New Look for FR50 – Reports
    20. 21. A New Look for FR50 – Query
    21. 22. A New Look for FR50 – Tickler
    22. 23. A New Look for FR50 – Events
    23. 24. A New Look for FR50 – Quick Gift
    24. 25. Customizable Reports <ul><li>New Custom Fields tab has selectable fields that can be added </li></ul><ul><li>Up to four fields can be added to the report </li></ul><ul><li>Customization added to the following reports: </li></ul><ul><ul><li>Constituent List by Attribute </li></ul></ul><ul><ul><li>Donor List </li></ul></ul><ul><ul><li>Donor List by Attribute </li></ul></ul><ul><ul><li>Activity List </li></ul></ul><ul><ul><li>Activity List by Section/Row </li></ul></ul><ul><ul><li>Activity List by table </li></ul></ul>
    25. 26. Customizable Reports
    26. 27. Customizable Reports <ul><li>Fields can be added in a box under existing information on a row </li></ul><ul><li>Fields can also be added in a new column </li></ul>
    27. 28. Customizable Reports Box Column
    28. 29. Customizable Reports <ul><li>Choice of name type on donor statement </li></ul><ul><li>Allows for the user to specify which name type should appear on the Donor Statement </li></ul><ul><li>A type can be chosen that may not exist for all constituents, for example: </li></ul><ul><ul><li>The type of Formal is chosen, but some of the selected constituents do not have a Formal name </li></ul></ul><ul><ul><li>For those constituents without a Formal name </li></ul></ul>
    29. 30. Customizable Reports
    30. 31. Customizable Reports <ul><li>Additional information can be added to the Cross Reference report </li></ul><ul><li>Fields from the Basic Card can be added to both sides of the relationship on the report </li></ul>
    31. 32. Customizable Reports
    32. 33. Customizable Reports
    33. 34. New Standard Reports <ul><li>Upgrade Downgrade in Annual Donors </li></ul><ul><li>Has the ability to compare the quantity of donations made from the past year to the current year, reflecting increase or decrease in the number of donors. </li></ul>
    34. 35. Customizable Reports <ul><li>The transaction type and Fiscal Year or YTD are chosen by the user </li></ul>
    35. 36. New Standard Report
    36. 37. New Standard Report <ul><li>Long Term Value of Donors Acquired </li></ul><ul><li>Produces a five year summary of giving trends for a selected group of newly acquired donors. </li></ul><ul><li>Includes yearly renewal statistics on total number of gifts, total amount given, average amount given, average number of gifts per donor, percent of original donors responding, percent of donors giving multiple gift, percent never giving a second gift, yearly renewal performance and the long term dollar value of acquired donors. </li></ul>
    37. 38. New Standard Report
    38. 39. Listening to you … Product Enhancement Program (PEP)
    39. 40. Additional Learning Opportunities <ul><li>For information about additional learning opportunities visit www.sageu.com (Sage University). </li></ul><ul><li>Training options include: </li></ul><ul><ul><li>Anytime Learning—Recorded online training sessions. </li></ul></ul><ul><ul><li>Realtime Learning—Live, online learning. </li></ul></ul><ul><ul><li>Replay Learning—Recordings of live classes. </li></ul></ul>
    40. 41. Your Feedback is Important to Us! <ul><li>Please visit a Sage Summit Survey kiosks to complete the evaluation form for this session. </li></ul><ul><li>Remember each completed survey form is another entry for one of three iPad drawings. </li></ul><ul><li>Your feedback helps us improve future sessions and presentation techniques. </li></ul><ul><li>Please include your session code on the evaluation form: <Presenter enters session code here> </li></ul>
    41. 42. Contact Us <ul><li>Jamy Squillace </li></ul><ul><ul><li>Product Manager, Sage Fundraising 50 and Sage Fundraising Online </li></ul></ul><ul><ul><li>jamy <dot> squillace <at> sage <dot>com </li></ul></ul><ul><li>Jill Steward </li></ul><ul><ul><li>Product Manager, Sage Millennium </li></ul></ul><ul><ul><li>jill<dot>steward <at> sage <dot>com </li></ul></ul><ul><li>Thank you for your participation! </li></ul>