Hi All, We've used actions to record all prospect contacts for years. With our campaign on the horizon my office would like to track around 30 specific prospects in detail and assign multiple solicitors with multiple tasks spread over time. So for example for one prospect the HOS should call for...

I come from a professional services sales background where I have used CRM software in managing client relations for the last 20 years. When I started in this current non-profit I was introduced to RE and found that it did not cater for opportunity tracking and other CRM features that have long been...

Shakespeare once wrote, "To speak is human, to blog, divine." Well, I don't know if he actually wrote that or not, but I think we can all agree that he certainly should have. Like an actor on the stage, a blogger depends on the reaction of an audience. It is not enough to sit in isolation...

We are currently formalizing our Moves Management processes and was wanting to know how other organizations handle assigning donors/prospects to your fundraisers. What are your criteria for why you assign to a certain fundraiser?

There is a pretty good article on moves management in RE on our website...its called Embracing Technology for Moves Management® Success. Its a bit dry, but makes some good points about putting The Raiser's Edge to work to cultivate giving. You'll find the article at http://www.blackbaud.com/company...

In the nonprofit world it is imperative to maintain your donor base. Even from the Support side, we understand the importance of donors - especially recurring donors! RE has a very valuable tool that will provide you automated options with regards to Moves Management . RE Action Tracks allow you to establish...

In the spirit of technology and blogging, I just want to introduce my ‘cyberself.’ My name is Katy and I’m an RE support analyst. As most of you who have ever contacted support know, email is a very common form of communication . I typically receive around 100 emails a day and embrace it! While my daily...

Previously shared by The Cambridge School of Weston on November 8, 2005