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Hi there, 

How do your fundraisers rank donors and prospects into tiers — and how much of it have you managed to automate? 

 

We're on Salesforce for a while but want a tiering system (capacity + relationship) that requires as little ongoing manual effort from fundraisers as possible. Our fundraisers know their donors well, so the knowledge exists — the challenge is capturing it without making rating records a chore, and keeping tiers current as new contacts come in. 

 

Thanks!

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