Alliance 2017 - Technology Premiere: What's New and Coming Up in Donor Management
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Presented by Chris Carre and David Popovich on January 26th, 2017. Check out our latest updates and how Donor Engage can help you increase donors, boost retention, convert constituents and improve fundraising effectiveness.
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Alliance 2017 - Technology Premiere: What's New and Coming Up in Donor Management
- 1. 1 What’s New and Coming Up in Donor Management # A L L I A N C E 2 0 1 7
- 2. 2 YOUR PRESENTERS Chris Carre Solution Engineer Joined Sparkrock in ‘12 David Popovich CRM Product Manager Joined Sparkrock in ‘16
- 3. 3 AGENDA I N T R O D U C T I O N S W H A T ’ S N E W D E M O W H A T ’ S N E X T Q & A
- 4. 4 W h a t ’s N e w
- 5. 5 DONOR MANAGEMENT INTRODUCTION THE DONOR MANAGEMENT STORY 2014 MAJOR DONOR MANAGEMENT RELEASES • Dynamics CRM 2016 Update • Voiding/ Reversal of Donations • Receipting Workflow Update • Annual Receipts FIRST DONOR MANAGEMENT CLIENT • Dynamics CRM 2015 Update • Recurring Donations 2015 2016 2017
- 6. 6 DONOR MANAGEMENT INTRODUCTION THE DONOR MANAGEMENT STORY 2014 MAJOR DONOR MANAGEMENT RELEASES • Dynamics CRM 2016 Update • Voiding/ Reversal of Donations • Receipting Workflow Update • Annual Receipts FIRST DONOR MANAGEMENT CLIENT • Dynamics CRM 2015 Update • Recurring Donations 2015 2017 2017 JANUARY RELEASE o Constituent Merge o Donation Processing o Batch Print Receipting o Dynamics 365 Update2016
- 7. 7 D o n o r M a n a g e m e n t D e m o
- 8. 8 KEY ELEMENTS A quick overview of the items we’ll be covering in the demo. I N S I G H T S Bring together the multiple databases and spreadsheets into an analytical tool. R E L AT I O N S H I P S Manage all relationships in a centralized location and get deeper insights into your constituents. S I M P L E Ensure that more data and analysis doesn’t mean more data entry by your end users.
- 9. 9 W h a t ’s N e x t
- 10. 10 Insight o Extended Roll Up Capabilities o Dashboards Integration o Enhanced Synchronization Standardization & Usability o Refined Design Process for New Features o Industry-Specific Nomenclature WHAT’S NEXT THE DONOR MANAGEMENT STORY FUTURE
- 11. 11 APPLICANT TRACKING April 2017 CASE MANAGEMENT Autumn 2017 DONOR MANAGEMENT January 2017 09.01 09.01 09.01 ENGAGE (CRM) ROADMAP
- 12. 12 DONOR MANAGEMENT Constituent Merge Donation Processing Bulk Print Receipting Dynamics 365 CASE MANAGEMENT Client Registration Client Inquiry Client Routing Referrals Client Intake Management Initial Needs Assessment Wait Lists Assessments/ Consultations Services Care Plans Intervention Management Programs Client Discharge Recall Lists Case Reporting Goals Management Client Interaction Tracking Activity Tracking Caseload Management Restrictive Procedures Incident Management APPLICANT TRACKING Requisition Management Job Posting Management Applicant Management Application Submission Job Interviews & Offer Management Applicant Reporting ENGAGE (CRM) ROADMAP APPLICANT TRACKING April 2017 CASE MANAGEMENT Autumn 2017 DONOR MANAGEMENT January 2017 09.01 09.01 09.01
- 13. 13 EVALUATIONS P L E A S E T A K E 5 M I N S T O C O M P L E T E A S E S S I O N E V A L U A T I O N . WIN ME! One lucky survey will take home a Ecobee Smart Wi-Fi Thermostat
- 14. 14 THANK YOU FOR LISTENING @ S P A R K R O C K I N C W W W . S P A R K R O C K . C O M
Editor's Notes
- Click the icon to add your picture. Use the round, png version of your picture located in the F drive. Contributing to the evolution of CRM for over a decade, I’ve been focused on helping customers achieve their business goals through the design of intuitive software solutions. As one of the latest members of the Sparkrock team, I’m championing the design and development of our CRM roadmap moving forward as Product Manager, CRM.
- Agenda What’s New What’s Next Add Caveat that as our planned development is aligned with several customers, if you are interested in any of our solutions, please feel welcome to speak with us
- Donor Management Intro Donor Management (formerly Donor Engage) provides customers with a complete view of all donor activities, helping increase donors, boost retention, convert constituents, and improve fundraising effectiveness.
- The Donor Management Story As our first offering built on the Microsoft Dynamics platform, Donor Management initially planned and developed in 2014 Since then, Sparkrock has been working to delivering new functionality to our customers as our solution continues to evolve Enabling you to more effectively manage your donors we’ve included Recurring Donations, Voiding/ Reversal of Donations, Receipting Workflow Update
- The Donor Management Story Batch Print Receipting Compile multiple receipts into a single document for printing Donation Processing Consolidate duplicate Donor records into a single master record Constituent Merge Create and track recurrent contributions Dynamics 365 Update Support for Microsoft’s latest platform release With our latest release we’ll be offering Bulk Print Receipting, Recurring Donations, and Constituent Merge In addition, to better support customers on the latest Microsoft platform, Donor Management will be available on Dynamics 365
- I’d like to now pass things over to my colleague Chris Carre.
- Duplicate this slide for all of your different section titles
- The Donor Management Story Looking future forward to our extended roadmap we will be addressing the following areas: Insight Extended Roll Up Capabilities Dashboards Integration Enhanced Synchronization Standardization & Usability Refined Design Process for New Features Industry-Specific Nomenclature As part of that initiative, I was brought on board to drive that vision forward with the support of our new team.
- Engage (CRM) Roadmap At Sparkrock, it’s important for us to share our product vision with you. We have an aggressive schedule moving into 2017 that begins with: Enhancements to our existing Donor Management set for release a few days from today Launch of our new Applicant Tracking offering targeted for the spring (April) Introduction of our Case Management solution that will be available later this fall
- Duplicate Roadmap with Detailed MVP Donor Management MVP List Constituent Merge Recurring Donations Bulk Print Receipting Dynamics 365 Case Management MVP List Client Registration Client Inquiry Client Routing Referrals Client Intake Management Initial Needs Assessment Wait Lists Assessments/ Consultations Services Care Plans Intervention Management Programs Client Discharge Recall Lists Case Reporting Goals Management Client Interaction Tracking Activity Tracking Caseload Management Restrictive Procedures Incident Management Applicant Tracking MVP List Requisition Management Requisition Create/Read/Update/Delete Job Posting Management Job Postings Configuration Applicant Management Applicant Job Posting Portal Application Submission Job Interviews & Offer Management Applicant Reporting