DonorPerfect Scheduled Outreach
Task scheduling and contact management solutions
Effective donor management is more than just collecting data – it’s building and sustaining meaningful connections with your supporters. In a busy nonprofit environment, it’s easy to feel overwhelmed with follow-up calls, emails, meetings, etc. DonorPerfect’s task scheduling and contact management features ensure that your team can leverage these crucial touchpoints to maintain strong, ongoing relationships.
DonorPerfect Scheduled Outreach allows you to plan and execute donor communications within specific timeframes, using automatic reminders to ensure opportunities aren’t missed. With detail-oriented contact management features that keep your records up-to-date, Scheduled Outreach offers a systematic approach to nonprofit development, enabling your organization to reach annual goals and achieve long-term success.
Features
- Schedule tasks, phone calls, and to-do items within specific timeframes
- Assign contact tasks to specific team members with notes and due dates
- Receive automatic reminders for scheduled tasks to ensure timely follow-up
- Store detailed contact information, including salutations and contact history
- Plan and execute a series of contact actions for different donor groups
- Track and add notes to all interactions, including letters, calls, and meetings
- Target appeals and follow-ups using specific flags and solicitation codes
Benefits
- Maintain consistent communication through scheduled tasks and reminders
- Automate task scheduling and follow-ups, freeing up time for strategic activities
- Take a systematic approach to cultivation with the Moves Management Module
- Keep a detailed record of all donor interactions for informed decision-making
- Personalize communications to increase donor retention and giving levels
- Benefit from over 25 years of fundraising experience built into DonorPerfect
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