research point learnlab_bbcon2012
TRANSCRIPT
Unlock the Power of ResearchPoint™
What is ResearchPoint™?
ResearchPoint is a web-based prospect management tool that includes the following features:• Wealth screening and analysis• Cold prospecting tools• Integration with The Raiser’s
Edge®
Objectives• Leverage real estate and business sources to identify proper
addresses for cold prospects, using partial information.
• View the homes of selected top prospects on a map of the Unites States, using satellite images.
• Learn about philanthropic interests and capacity.
• Identify corporate and non-profit board membership connections between top prospects using the Extended Networks feature.
Logging into ResearchPoint
Logging In to The System
For today’s lab:
Username: BBConAmandaTePassword: Blackbaud1
The Big Picture
SCENARIOI met Steven Ballmer at an art museum opening
last night, and I would like to research him for our
own organization.
Home Page
In the Name or ID field, type:
Steven Ballmer
Search Results
Target Analytics Prospecting Database
Data is prematched and stored in the Target Analytics Prospecting Database
Search the Target Analytics Prospecting Database through ResearchPoint
Review the data that is returned, and add a new record to ResearchPoint for further research
Search the TA Database
TA Database Results
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1. Change Sort order
2. View More Detail on a record
3. Review real estate and/or business information
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Business Results
TA Database Results
Add to ResearchPoint
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Geocode and map an address
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Find prospects nearby
Hover your pointer over Ballmer’s Icon and select radius search
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Find Ballmer’s philanthropy
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Confirm as appropriate
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Identify network connections
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Review and confirm other items
• Stock • Income• Political gifts• Biographical (Who’s Who)• Wealth indicators (Larkspur)
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Generate a profile
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