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*FOLLOW-UP ASSETS READY -- Nonprofit WealthEngine Fundraising Webinar!*

 

On Tuesday, May 15th, we hosted the webinar, "Data-Driven Donor Prospecting with Salesforce + WealthEngine," showcasing how leading nonprofits are using WealthEngine and Salesforce to enrich CRM data with prospect wealth scoring and donor research.

 

Follow-up Resources:

 

Thanks to @Andrea Schiller for organizing this webinar and presenting the content!

 

#Webinar Recording #Webinars #Fundraising #E-book #Wealthengine #Donor Prospecting #CRM Data #NGO Webinars 

Webinar Recording and Slides

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  1. 2018年5月22日 02:43

    Wealth Engine and similar donor data enhancement can be a huge addition to your engagement info in Salesforce. Imagine if you could pull a list of your most active volunteers who also have high capacity but haven't given at that level...yet :)

    If you have an engagement strategy in your org, definitely worth a look.

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Hi Everyone, our organization wants to find a better way to mass create prospecting donors for the new year based on the data we have. For example, we want to figure out among all the donors this year, who we should contact again, and how much we should ask from each one of them. We hope that we can group donors based on how likely they might donate again, and manage our relationships with them differently. 

 

Does anyone have a process of creating prospect donors that they are satisfied with? We really want to find a better way to manage our relationships with donors so we know who to reach out in the new year. We'd appreciate any tips! 

 

I've also found a past related webinar called Marketing for Fundraising: Strategies for the New Year (http://www.salesforce.org/marketing-fundraising-strategies-new-year/). I couldn't find the video online, but if anyone has attended this webinar and could share what they learned, I would also appreciate it!!

 

Thank you!

 

#Donor Prospecting #Nonprofit Success Pack

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