CRM Tag Archive

What Happens When You Drag and Drop an Account Name from Andar/360 to Outside Andar/360?

You can copy (or drag and drop) an account name from Andar/360 to outside Andar/360 and turn it into a link to the Andar/360 account. This will work for any application that understands HTML (e.i. MS Word, and Outlook). Then, for example, an email recipient can click on the link to open the account in their instance of Andar/360 instead of having to search for the account.

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Did You Miss the Live Webinar?

Don't worry. We have you covered. You can view a recording of "Stop Losing Your Donors" on our website. The information-packed webinar co-hosted by Perspectives Consulting Group and Andar Software tackles one of the biggest challenges facing nonprofits that rely on corporate giving: Donor Loss.

Sign up to receive a link to the webinar recording in your inbox!

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Qualify Prospects for a Major Gift or Planned Gift

The Analytics sub-tab in the CRM tab contains data acquired from Wealth Research firms. This data includes a great deal of both demographic and psychographic data which can then be used to prospect individuals for a Major Gift or Planned Gift.

The acquired data varies from one firm to another, but can include such things as a person's net assets, current income, indirect holdings, largest gift given to a philanthropy or propensity to give. Two popular wealth research firms are Wealth Engine and Donor Search. With Donor Search, a web page may be imbedded in the constituent profile and research returned is populated directly into the profile. This is found on the Individual Account Profile > CRM tab > Analytics Sub-Tab. With Wealth Engine, the data can be imported into the Analytics tab through the Andar connector.

Once imported, this data can be used to effectively qualify prospects for a Major Gift or Planned Gift. For example, the pattern tab and analytics data can identify individuals who have given consistently over time (pattern tab) and who have a high net worth and propensity to give (analytics tab). This type of profile would be well qualified for solicitation of a Planned Gift.

The Bio Analytics App can be added to custom Bio Tabs on the Individual account profiles and to Dashboards via the Account Information App. You can select and display any analytic data for the account on this app.

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Choosing the Right CRM Strategy for Your Local Organization

What kind of functionality does your Customer Relationship Management (CRM) database have?

This webinar will help Development Teams, Back-Office Teams, and Executives evaluate the differences between using Andar/360 as their CRM, using Salesforce as their CRM, or using both options concurrently. We will discuss the data management opportunities available and uncover the pros and cons of each one.

After this webinar, attendees will be able to more carefully assess what their local organization’s needs are and clearly identify the challenges that are preventing them from operational efficiency.

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Free Webinar: Stop Losing Donors

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28th, at 2 PM Eastern.

Register Now

Stop Losing Donors

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28th, at 2 PM Eastern.

Register Now

Learn How to Stop Losing Donors

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28th, at 2 PM Eastern.

Register Now

Learn How to Stop Losing Donors

Some donors retire; others slip away and fall under the category of "lapsed donors." Donor loss is a big challenge that you can tackle if you're proactive about your approach.

Do you really understand why donors have stopped giving to your organization? Knowing the 'why' is the first step you need to take before filling up the gaps in your donor loss.

Attend a free one-hour webinar hosted by Perspectives Consulting and Andar Software to carefully examine donor research and learn how to use Andar/360 to stop losing donors.

Don't miss out! The webinar is happening on Tuesday, January 28th, at 2 PM Eastern.

Register Now

Why Raising More Money Shouldn't be Your Goal

Join Andar Software at the 2020 Great Rivers Conference. We'll be leading a session on Tuesday afternoon, February 18, from 3:15 - 4:30 PM.

The session, titled 'Why Raising More Money Shouldn't be Your Goal,' will teach you how to dive deeper and take your data analysis to the next level. You'll be able to hear how other United Ways analyze their CRM data to create actionable goals that lead to positive results. Plus, walk away from the session with a worksheet that you can apply to your organization. We hope to see you there!

Increase Your Campaign Success

You run the risk of losing donors if your web presence isn't appealing to the public. Whether you have a well-established brand or you're just starting to develop one, there are many ways to avoid common online branding mistakes.

Download a free guide to get tips, ideas, and guidelines to follow.

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