Atlanta Seminar 4/15/08 Powerpoint

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  • Atlanta Seminar 4/15/08 Powerpoint

    1. 1. Welcome! Katie Rucker [email_address]
    2. 2. AGENDA <ul><li>eTapestry Overview </li></ul><ul><ul><li>Background & History of eTapestry </li></ul></ul><ul><ul><li>Overview of eTapestry Guarantees </li></ul></ul><ul><ul><li>Product Partners </li></ul></ul><ul><li>Carol Redman </li></ul><ul><li>Q & A Session </li></ul>
    3. 3. Let’s build a relationship… <ul><li>On your evaluation sheet, please provide your name, organization </li></ul><ul><li>How many records are you currently managing? (donors, prospects, friends, corporations, foundations, alumni, etc.) </li></ul><ul><li>Are you using any software? </li></ul>
    4. 4. Who is eTapestry? <ul><li>An organization dedicated to serving nonprofits </li></ul>
    5. 5. Who is eTapestry? <ul><li>An organization dedicated to serving nonprofits </li></ul>
    6. 6. Who is eTapestry? <ul><li>An organization dedicated to serving nonprofits </li></ul><ul><li>A fast growing, successful company </li></ul>
    7. 7. Who is eTapestry? <ul><li>An organization dedicated to serving nonprofits </li></ul><ul><li>A fast growing, successful company </li></ul><ul><li>A company that thrives on innovation </li></ul>Google maps integration … coming soon… Crossdatabase comparisons with our new Benchmark Reporting Loyalty Survey Software updates every few weeks!!
    8. 8. Who is eTapestry? <ul><li>An organization dedicated to serving nonprofits </li></ul><ul><li>A fast growing, successful company </li></ul><ul><li>A company that thrives on innovation </li></ul><ul><li>A group that is passionate about service </li></ul><ul><li>People who love to have fun! </li></ul>
    9. 9. What is our history? <ul><li>Founded by former execs at Master Software Corp. </li></ul><ul><li>Introduced the first “Software as a Service” solution for nonprofits in 1999 </li></ul><ul><li>In use by over 6000 nonprofit organizations around the world </li></ul>
    10. 10. We’ll give you 10 Guarantees…
    11. 11. 1. We guarantee you and internet strategy. 2. We guarantee you broader access to your data. 3. We guarantee easy operation. 4. We guarantee better recordkeeping. 5. We guarantee improved communications. 6. We guarantee your data is secure. 7. We guarantee outstanding support. 8. We guarantee innovative tools. 9. We guarantee implementation in 90 days. 10. We guarantee you’ll save money.
    12. 12. 1. We guarantee you an Internet strategy.
    13. 13. Advanced Email Database Ecommerce Website
    14. 14. Did you know there are 150 million active users on the Internet? Source: Pew Internet Research
    15. 15. eTapestry builds and hosts websites for more than 100 organizations. BEFORE AFTER
    16. 16. eTapestry builds and hosts websites for more than 100 organizations.
    17. 17. eTapestry builds and hosts websites. Now what can they do?
    18. 18. <ul><li>Did you know that over 95% of Internet users made on online purchase, </li></ul><ul><li>but only 40% of nonprofit organizations offer online giving? </li></ul><ul><li>Source: eTapestry surveys 2005-2006 </li></ul>
    19. 19. # 1 reason donors’ say they give online is convenience – it’s easier than writing a check. Source: Network for Good - 2006 <ul><li>Did you know that over 95% of Internet users… </li></ul><ul><li>made on online purchase, </li></ul><ul><li>but only 40% of nonprofit organizations offer online giving? </li></ul><ul><li>Source: eTapestry surveys 2005-2006 </li></ul>
    20. 20. A link on your website connects donors to a custom online giving page.
    21. 21. … where the donor completes the online giving form.
    22. 22. IATS TicketMaster The gift information is automatically processed, and the donor is notified of their successful transaction.
    23. 23. IATS TicketMaster The money is then automatically deposited into your bank account, and the donor and gift recorded in eTapestry. Your Bank Account
    24. 24. Your donor has made a secure gift, conveniently and easily - and they already have their gift receipt in hand! The gift is automatically deposited in your bank. All of the donor and gift information is automatically recorded . Your fundraising efforts are growing! The Results… Your eTapestry database
    25. 36. Did you know that…? <ul><li>Email is the # 1 use of the Internet </li></ul><ul><li>91% of Internet users, Age of 65+ , use email </li></ul><ul><ul><ul><ul><ul><li>Source: Pew Internet Research </li></ul></ul></ul></ul></ul>
    26. 37. Email is more cost effective than traditional mail communications. <ul><li>Email campaigns cost an average of $ 5 - $7 per thousand records </li></ul><ul><li>Traditional mail cost and average of $ 500 - $700 to reach the same number of people” </li></ul><ul><li>Source: Gartner Group </li></ul>Did you know that…?
    27. 38. Email is more cost effective than traditional mail communications. <ul><li>Email campaigns cost an average of $ 5 - $7 per thousand records </li></ul><ul><li>Traditional mail cost and average of $ 500 - $700 </li></ul><ul><li>to reach the same number of people” </li></ul><ul><li>Source: Gartner Group </li></ul>Did you know that…?
    28. 39. eTapestry’s advanced email provides a fully integrated email tool…with full HTML editor
    29. 41. Newsletter templates available or import your own
    30. 44. eTapestry’s advanced email provides a fully integrated email tool…with spam checking and scheduling
    31. 45. eTapestry’s advanced email provides a fully integrated email tool…including delivery reports
    32. 46. eTapestry’s advanced email provides a fully integrated email tool…including delivery reports and click thru tracking
    33. 47. Your Internet strategy may become even more sophisticated and utilize additional tools…
    34. 48. Your Internet strategy may become even more sophisticated and utilize additional tools… Donor Login WishList Loyalty Survey Personalized Fundraising
    35. 49. Donor Loyalty Survey A joint venture of eTapestry and Walker Information The Donor Loyalty Survey helps organizations build stronger relationships with their supporters. Innovations Find out if your donors are accessible, truly loyal, high risk, or trapped…straight from the donors!
    36. 50. <ul><li>Office </li></ul><ul><li>Home </li></ul><ul><li>Airport </li></ul><ul><li>Road </li></ul><ul><li>Multiple offices </li></ul><ul><li>Partner locations </li></ul><ul><li>PDA’s </li></ul><ul><li>anywhere </li></ul>2. We guarantee you broader access to your data.
    37. 51. 3. We guarantee easy operation. &quot;I spent 18 years in software design on mainframes. I've spent lots of all-nighters installing software in various places. When these guys said, 'We'll take care of that for you,' I said 'Sign me up.'&quot; Loren Friesen, Dir. of Dev., Newton Community & Healthcare Fdn &quot;eTapestry is constantly updating and improving and they do it at night. We looked at a ton of software packages. I felt comfortable with eTapestry's cost and knowing that I didn't have to be a computer guru to make this happen.&quot; Judy Davidson, Director of Development, Pusch Ridge Academy
    38. 52. Welcome Page for each login…
    39. 53. Runs in a web browser
    40. 54. Getting started Wizard
    41. 55. Getting started Wizard
    42. 56. Getting started Wizard
    43. 57. Getting started Wizard
    44. 58. Search engine type lookups
    45. 59. Complete info on one easy-to-access page
    46. 60. Complete info on one page
    47. 61. Built in reporting…standard plus create unlimited reports
    48. 62. Easy setup, multiple output options
    49. 63. Dynamic report use
    50. 64. Drill down navigation
    51. 65. Integrated tools
    52. 66. 4. We guarantee better recordkeeping. “ I spend my time now on the more strategic analysis elements. Having a database that allows me to do that is like a treat or a prize. It’s more fun and it’s much more productive in the long run.” Tina Burdett, Development Director, Center for Children and Families, Inc.
    53. 67. Relationships Family or Business with multiple names to track Donor/Prospect interactions Future Contacts/Calendaring Email Communication 4. We guarantee better recordkeeping.
    54. 68. Relationships
    55. 69. Relationships…with donor loyalty info
    56. 70. Relationships
    57. 71. … and the expandable Relationship Report may surprise you!
    58. 72. Kevin Bacon’s “Six Degrees of Separation…”
    59. 73. Donor/Prospect interactions &quot;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.&quot; Connie Sherman, Executive Director, St. Mary's Child Center
    60. 74. Outlook Integration
    61. 75. Email Communication
    62. 76. Future Contacts/Calendaring
    63. 77. Future Contacts/Calendaring
    64. 78. Future Contacts/Calendaring
    65. 79. <ul><li>&quot;I like to spice up our e-mails with some graphics and our own logo. It makes a huge difference. It makes it look very professional and it improves the whole feel of our organization.&quot; </li></ul><ul><ul><li>• Rick Hayhow - Kids Alive International </li></ul></ul>5. We guarantee improved communications.
    66. 80. We’ve already looked at communications tracking, outlook integration, and advanced email… BUT we can help you keep your information accurate too .
    67. 81. 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 Did you know …?
    68. 82. Did you know …? <ul><li>NCOA Processing </li></ul><ul><li>Telephone Appending </li></ul><ul><li>Mass Duplicate Merge </li></ul>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
    69. 88. We take security seriously. “ Soon after Hurricane Katrina, we realized that our office suffered over 4 feet of flood water. Nearly all of our contents including hard drives containing over 20 years of information were simply gone. Having a partner like eTapestry enabled us to quickly gain critical information during this challenging time. Not only were we able to maintain our donor base, we had quick access to key contact information while evacuated around the country. It was one small triumph in a time of despair.” Tiffany Carter-Morris, Director Community Development, Methodist Health System Foundation, Inc., New Orleans, Louisiana
    70. 89. 2 hosting centers – Indianapolis and Atlanta Neighbors include Google & Monster.com We take security seriously.
    71. 90. Security is detailed in your proposal and Security location compliance documents available for your review We take security seriously.
    72. 91. We take security seriously. Encrypted data Redundant equipment Automatic backups Automatic updates
    73. 92. 6. We guarantee your data is secure. <ul><ul><li>&quot;I think people expect nonprofits to be responsible. The integrity of eTapestry's data is great, and this gives donors confidence that we know what we're doing.&quot; </li></ul></ul><ul><ul><li>Lori Skelton, Director of Marketing and Development - Northwest Children's Home </li></ul></ul>
    74. 93. Sophisticated end-user security settings
    75. 94. With complete details on all user activity.
    76. 95. 7. We guarantee outstanding support. Janet, I can't say enough about how much we appreciate the help of everyone at eTapestry. The folks at eTapestry are the most helpful, consistently responsive people I've had the pleasure of working with.  We sincerely appreciate everything that you do for us and all of the hard work you've done on our behalf.  Paul Feeney
    77. 96. User Support Email Online Help including Best Practices and new Wikipedia Instant Messaging Telephone
    78. 97. User Training – at your pace, your convenience Lifetime Training Agreement Recorded Update Sessions Live Crash and Master Courses Podcasts NEW! Certified Training Test Fire d! Left Organization
    79. 98. 8. We guarantee innovative tools.
    80. 99. Outlook email Wishlist Benevon Moves Management Matching gift database NCOA Prospect Research Grant research Online fundraising Planned giving Integration with best-in-class partners MatchFinder from Blackbaud
    81. 100. Innovations <ul><li>eTapestry Mobile </li></ul><ul><li>Included with your eTapestry service </li></ul><ul><li>Specifically formatted for mobile use </li></ul><ul><li>Fast </li></ul><ul><li>Real time information – no syncing or downloading </li></ul>
    82. 101. Benchmark Reporting Our newest module…Compare your fundraising efforts and results hundreds of other organizations… Innovations
    83. 102. eTapestry’s Benchmark Reporting <ul><li>4 new Benchmark Reports provide hundreds of data points that let you focus on the key comparisons and measures that help you analyze and strategize your fundraising efforts. </li></ul><ul><li>Side-by-side comparisons of your organization’s data against Aggregate data of other nonprofits to give you a clear comparison on a national level. </li></ul><ul><ul><li>Benchmarking Giving Dynamics Report </li></ul></ul><ul><ul><li>Benchmarking Status Report </li></ul></ul><ul><ul><li>Benchmarking Status Trend Report </li></ul></ul><ul><ul><li>Benchmarking Status Comparison Report </li></ul></ul>
    84. 103. eTapestry’s Benchmark Reporting New! First in the market to offer this feature Innovations
    85. 106. Blackbaud’s WealthPointOnline
    86. 107. Innovations Coming soon! Google maps integration will take reporting to a new level Review the locations of top donors, help find a suitable location for an upcoming seminar, or plan a series of meetings.
    87. 108. <ul><li>“ Getting Started” call with your Account Executive </li></ul><ul><li>A dedicated Conversion Specialist </li></ul><ul><ul><li>Data mapping </li></ul></ul><ul><ul><li>Consulting call </li></ul></ul><ul><ul><li>Data evaluation </li></ul></ul><ul><ul><li>Final conversion </li></ul></ul><ul><li>Training programs </li></ul><ul><ul><li>Getting started </li></ul></ul><ul><ul><li>Advanced </li></ul></ul><ul><ul><li>Crash courses </li></ul></ul><ul><li>Implementation specialist – if needed </li></ul>9. We guarantee implementation in 90 days. Getting Started in 90 Days
    88. 109. 10. We guarantee you’ll save money. Consider this: <ul><li>No software to buy </li></ul><ul><li>No hardware to purchase or update </li></ul><ul><li>No upgrades to install </li></ul><ul><li>You’re always on the current version </li></ul><ul><li>No maintenance required </li></ul><ul><li>No backups to make </li></ul><ul><li>No travel for training </li></ul><ul><li>Add services when you need them </li></ul><ul><li>Remove services you don’t need </li></ul>“ That was the big decision-maker right there—not having to make a big purchase to get started. Why not try it? I think it’s great, and eTapestry is maintaining it all. I don’t have to worry about it.” Maureen McDonald, Moonlight Cultural Center
    89. 110. 1. We guarantee you an Internet strategy. 2. We guarantee you broader access to your data. 3. We guarantee easy operation. 4. We guarantee better recordkeeping. 5. We guarantee improved communications. 6. We guarantee your data is secure. 7. We guarantee outstanding support. 8. We guarantee innovative tools. 9. We guarantee implementation in 90 days. 10. We guarantee you’ll save money.
    90. 111. eTapestry Investment Options… Optional services – can be added at any time <ul><li>Telephone support </li></ul><ul><li>Lifetime Training </li></ul><ul><li>Admin module </li></ul><ul><li>Advanced Email </li></ul><ul><li>Advanced Security </li></ul><ul><li>Document Attachments </li></ul><ul><li>Donor Login </li></ul><ul><li>Ecommerce </li></ul><ul><li>Executive Reporting </li></ul><ul><li>Grant Explorer </li></ul><ul><li>Import </li></ul><ul><li>Matching Gift Database </li></ul><ul><li>Moves Management </li></ul><ul><li>Outlook integration </li></ul><ul><li>Planned Giving Calculator </li></ul><ul><li>Prospect Research Services </li></ul><ul><li>Segmented Gifts </li></ul><ul><li>WishList </li></ul><ul><li>Website Development </li></ul><ul><li>Database Conversion options </li></ul>
    91. 112. What’s next? <ul><li>We’ll discuss your unique needs. </li></ul><ul><li>We’ll build a custom proposal. </li></ul><ul><li>We’ll provide a personalized demonstration. </li></ul><ul><li>We’ll help you with every step of implementation. </li></ul>
    92. 113. Fill out and return your survey and… Don’t forget your free gift! eTapestry is a Blackbaud Company
    93. 114. What’s on your flash drive? Podcasts – listen to fun, informative, podcasts from your computer or mp3 player. Product Overview – get the full story on eTap products and services. Customer Spotlights – see what other customers are doing – and saying about eTapestry. Module Sheets – eTapestry offers many options for maximum flexibility. Price Sheet – sure, we’ll tell you what it costs. eTapestry is a Blackbaud Company
    94. 115. ANY QUESTIONS??? THANK YOU FOR COMING! Your Presenter: Katie Rucker [email_address] 888-739-3827 ext 225

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