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E Tapestry Webinar 2010

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E Tapestry Webinar 2010

  1. 1. Welcome to the eTapestry Webinar! <ul><li>To join the audio dial, </li></ul><ul><ul><li>* 6 Mutes your Phone </li></ul></ul><ul><ul><li># 6 UN-Mutes your Phone </li></ul></ul><ul><li>If you are not able to see the entire screen , in the top left hand corner - a button saying &quot;full screen&quot; or &quot;fit to window&quot; - If you hit that, it automatically autofits your screen into mine! </li></ul>Your presenter:
  2. 2. Quick Introduction <ul><li>Your Name, Organization </li></ul><ul><li>How many records / names ? ________ # </li></ul><ul><li>(members, volunteers, donors, prospects, friends, corporations, foundations, alumni, etc.) </li></ul><ul><li>Are you using any software? </li></ul><ul><li>(ACS, Shelby, Excel, Access, FileMaker Pro, Blackbaud, DonorPerfect,etc.) </li></ul>Your presenter: To join the audio dial
  3. 3. Today’s agenda <ul><li>Quick Introduction to eTapestry (7 minutes) </li></ul><ul><li>Ten Guarantees (45 min) </li></ul><ul><li>Big Picture Investment options (5 min) </li></ul><ul><li>Questions? </li></ul><ul><li>If you like what you see today, </li></ul><ul><ul><li>Next step, individual needs </li></ul></ul><ul><ul><li>Custom proposal, then a </li></ul></ul><ul><ul><li>Personalized demonstration </li></ul></ul>
  4. 4. eTapestry The Complete Solution Database eCommerce Web Services eMail
  5. 5. Who is eTapestry? <ul><li>An organization dedicated to serving hospital foundations, arts groups, hospices, churches, schools, and other organizations of all types & sizes! </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><ul><li>A company that thrives on innovation </li></ul>MAPQUEST integration Cross Database Reporting Loyalty Survey
  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><ul><li>A group that is passionate about service </li></ul>
  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 6,000 nonprofit organizations around the world </li></ul><ul><li>Purchased and now a wholly owned subsidiary of Blackbaud in August 2007 </li></ul>
  10. 10. 10 We’ll give you a Guarantee…
  11. 11. Advanced Email Database Ecommerce Website Post Office Checks, Credit cards through the mail or phone Text email 1. We guarantee you an Internet strategy.
  12. 12. eTapestry builds and hosts websites for more than 300 organizations.
  13. 13. eTapestry builds and hosts websites. Now what can they do?
  14. 14. A link on your website connects donors to a custom online giving page.
  15. 15. … where the donor completes the online giving form.
  16. 16. IATS TicketMaster The gift information is automatically processed, and the donor is notified of their successful transaction.
  17. 17. IATS TicketMaster The money is then automatically deposited into your bank account, and the donor and gift recorded in eTapestry. Your Bank Account
  18. 18. 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 fundraising and membership efforts are growing! The Results… Your eTapestry database
  19. 19. Online Donation Page
  20. 20. Online Registration
  21. 21. Online Volunteer Registration
  22. 23. eTapestry Shopping Cart
  23. 24. eTapestry Personal Fundraising
  24. 25. eTapestry Personal Fundraising
  25. 26. Make a Gift Event Sign-up A multi-purpose page
  26. 27. eTapestry’s advanced email provides a fully integrated email tool…with full html editor
  27. 28. eTapestry’s advanced email provides a fully integrated email tool…with spam checking and scheduling
  28. 29. eTapestry’s advanced email provides a fully integrated email tool…including delivery reports
  29. 30. eTapestry’s advanced email provides a fully integrated email tool…including delivery reports and click thru tracking
  30. 31. Your Internet strategy may become even more sophisticated and utilize additional tools…
  31. 32. Your Internet strategy may become even more sophisticated and utilize additional tools… Donor Login WishList Loyalty Survey Benchmark Reporting
  32. 33. <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.
  33. 34. 3. We guarantee easy operation.
  34. 35. Welcome Page for each login…
  35. 36. Runs in a web browser
  36. 37. Search engine type lookups
  37. 38. Complete info on one page
  38. 39. Complete info on one page
  39. 40. Built in reporting
  40. 41. Easy setup, multiple output options
  41. 42. Dynamic report use
  42. 43. Drill down navigation
  43. 44. Integrated tools
  44. 45. 4. We guarantee better recordkeeping.
  45. 46. Relationships Family or Businesses with multiple names to track Constituent interactions Future Contacts/Calendaring Email Communication 4. We guarantee better recordkeeping.
  46. 47. Track Relationships
  47. 48. Relationships
  48. 49. Relationships
  49. 50. Track Relationships
  50. 51. Constituent 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
  51. 52. Outlook Integration
  52. 53. Email Communication
  53. 54. Email Communication
  54. 55. Future Contacts/Calendaring
  55. 56. Future Contacts/Calendaring
  56. 57. Future Contacts/Calendaring
  57. 58. Future Contacts/Calendaring
  58. 59. 5. We guarantee improved communications.
  59. 60. We’ve already looked at communications tracking, outlook integration, and advanced email… BUT we can help you keep your information accurate too .
  60. 61. 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 …?
  61. 62. 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
  62. 66. Newsletter Templates
  63. 67. Letter Templates
  64. 68. Events & Invitation Templates
  65. 69. Envelopes Templates
  66. 70. Mailing Labels
  67. 73. 6. We guarantee your data is secure.
  68. 74. We take security seriously. Encrypted data Redundant equipment Automatic backups Automatic updates 2 hosting centers – Indianapolis and Atlanta
  69. 75. Sophisticated end-user security settings
  70. 76. With complete details on all user activity.
  71. 77. 7. We guarantee outstanding support.
  72. 78. User Support Email Online Help Instant Messaging Telephone
  73. 79. User Training – On Demand. Your pace. Your convenience. Annual Training Agreement Recorded Update Sessions Crash Courses Podcasts
  74. 80. 8. We guarantee innovative tools.
  75. 81. Outlook email Wishlist Benevon Moves Management Matching gift database Prospect Research Grant research Online fundraising Planned giving Auction Software Integration with best-in-class partners
  76. 82. 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>
  77. 83. Benchmark Reporting <ul><li>Benchmark Giving Dynamics, Status, Trends, Comparisons </li></ul>
  78. 84. Donor Loyalty
  79. 85. 9. We guarantee fast, smooth implementation . <ul><li>“ Getting Started” call with your Account Executive </li></ul><ul><li>A dedicated Conversion Specialist </li></ul><ul><li>Training programs </li></ul><ul><li>Implementation specialist – if needed </li></ul>Getting Started in 30 - 90 Days
  80. 86. 10. We guarantee you’ll save money. Consider these cost, beyond the software , that other systems require: <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>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>
  81. 87. 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 30 - 90 days. 10. We guarantee you’ll save money.
  82. 88. We’ll be good for each other or it’s free. A unique offering in the nonprofit industry. 11- An extra special guarantee
  83. 89. eTapestry Investment Options… # of Accounts in your database # Accounts <500 501-1,000 1,001-5,000 5,001-15,000 15,001-25,000 25,001-35,000 35,001-45,000 Monthly Fee FREE! $37/month $117/month $172/month $236/month $289/month $354/month
  84. 90. eTapestry Investment Options… # of Accounts in your database # Accounts <500 501-1,000 1,001-5,000 5,001-15,000 15,001-25,000 25,001-35,000 35,001-45,000 Monthly Fee FREE! $37/month $117/month $172/month $236/month $289/month $354/month Concurrent Users # Users 1 Each Add’l 5 pack Monthly Fee Included $50 $175
  85. 91. eTapestry Investment Options… Optional services – can be added at any time <ul><li>Telephone support </li></ul><ul><li>Annual Training Agreement </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 / Alumni 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>
  86. 92. 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>
  87. 93. Questions ? Your presenter:

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