Available on demand
Join us for a “ride with ResearchPoint” as we help you navigate the prospect research and prospect management landscape. We’ll provide with some helpful hints and help direct you on what the best entrance ramps are to take and which exit ramps to stay away from.
ResearchPoint will be our vehicle and intelligence platform for our product tour. It is the software where assets, affluence insights, and predictive modeling components are delivered and can be accessed to help you dive deeply into the wealth profile and philanthropic history of your constituents. ResearchPoint will empower you to turn simple data into actionable information to make better strategic decisions.
Don’t: Just look at public wealth/asset data
Do: Look at all insights of wealth, affluence, and modeling
Don’t: Just rely on internal sources for implementation and strategic planning
Do: Take advantage of external and product experience and strategic implementation consulting
Don’t: Keep data external from CRM, hard to access, and in silos
Do: Integrate into your CRM and keep information up to date and refreshed
Don’t: Just focus on one campaign and/or fundraising initiative
Do: Implement across all fundraising programs—Annual Giving, Major Giving, and Planned Giving
Presenters: Alex Orr, Solutions Consultant, Senior Principal at Blackbaud
Kelly McDavid, Senior Solutions Engineer, Sales Enablement at Blackbaud
