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!
6 answers
Thanks @Kim White-Sawczynec, very helpful. Also interesting to me that you used 5 levels, was wondering if that is too many.