Advancement Advizor

Prospect Management

The Challenge

Campaign Pipeline

• Makes the best use of in-person visits
• Builds and sustains momentum with each prospect
• Moves prospects through the solicitation process to closure
• Better knows their Portfolios and Prospect Pools

As development officers work to set up visits, establish weekly call cycles, and make optimum use of planned events, they have traditionally looked to IT to provide them with the prospect information they need to take action. Numerous requests for custom queries, list updates, corrections, and more lead to frustrations on both sides - for the development officer who is working under time constraints and needs the right information quickly, and for the already overloaded IT staff who struggle to meet the demands.

The Solution

Development officer clicks to get list

The Result

• Staff can determine the best use of their time in and out of the office with improved efficiency
• Managers can easily identify problems in the early stages, as well the details necessary for corrective action
• A collaborative environment is created for constructive brainstorming as staff access real time information from their desktops or laptops
• Dramatic reductions in the need for custom reports are realized