alliance 2017 - technology premiere: what's new and coming up in donor management
TRANSCRIPT
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What’s New and Coming Up in
Donor Management
# A L L I A N C E 2 0 1 7
2 YOUR PRESENTERSChris CarreSolution EngineerJoined Sparkrock in ‘12
David PopovichCRM Product Manager Joined Sparkrock in ‘16
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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
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What ’s New
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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
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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 RELEASEo Constituent Merge o Donation Processingo Batch Print Receipting o Dynamics 365 Update201
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Donor ManagementDemo
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KEY ELEMENTSA quick overview of the items we’ll be covering in the demo.
I N S I G H T SBring together the multiple
databases and spreadsheets into an
analytical tool.
R E L AT I O N S H I P SManage all relationships in a centralized location and get deeper insights into
your constituents.
S I M P L EEnsure that more data and
analysis doesn’t mean more data entry by your
end users.
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What ’s Next
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Insighto Extended Roll Up Capabilitieso Dashboards
Integrationo Enhanced Synchronization
Standardization & Usabilityo Refined Design Process for New Featureso Industry-Specific Nomenclature
WHAT’S NEXT
THE DONOR MANAGEMENT STORY
FUTURE
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APPLICANT TRACKINGApril 2017
CASE MANAGEMENTAutumn 2017
DONOR MANAGEMENTJanuary 2017
09.01
09.01
09.01
ENGAGE (CRM) ROADMAP
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DONOR MANAGEMENTConstituent MergeDonation ProcessingBulk Print ReceiptingDynamics 365
CASE MANAGEMENTClient Registration Client Inquiry Client RoutingReferralsClient Intake ManagementInitial Needs Assessment Wait Lists
Assessments/ ConsultationsServicesCare Plans Intervention ManagementProgramsClient DischargeRecall Lists
Case ReportingGoals Management Client Interaction TrackingActivity Tracking Caseload Management Restrictive Procedures Incident Management
APPLICANT TRACKINGRequisition Management Job Posting ManagementApplicant Management Application Submission Job Interviews & Offer ManagementApplicant Reporting
ENGAGE (CRM) ROADMAP
APPLICANT TRACKINGApril 2017
CASE MANAGEMENTAutumn 2017
DONOR MANAGEMENTJanuary 2017
09.01
09.01
09.01
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EVALUATIONSP L E A S E TA 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 VA L U AT I O N .
WIN ME!One lucky survey will take home a
Ecobee Smart Wi-Fi Thermostat
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THANK YOU FOR LISTENING
@ S PA R K R O C K I N CW W W. S PA R K R O C K . C O
M