Testimonial Videos
Carlene GentilescoUnited Way of Westchester and Putnam, NY
Lucia
DowntonUnited Way of Central Indiana
Features Overview
Product Features
| Feature | Description |
| Flexible Constituent Model | Supports individuals, households and organizations. |
|
Constituent Profiles |
Track demographics, psychographics, relationships and communication preferences. |
|
Constituent Participation Model |
Engage constituents as donors, volunteers, retail customers, event registrants, members, employees, alumni, board members, and more. |
| Recognition Levels | Recognize and reward constituent participation and moves management. |
| Social Networks | Capture constituent participation in social networking sites and integrate marketing opportunities. |
|
Motivational Interests |
Learn what cause concepts interest and engage constituents for effective segmentation. |
| Wealth Profiles | Apply integrated wealth screening and profile information to enhance major gift prospecting. |
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Major Gift Prospecting |
Manage opportunities from inception with workflow and defined cultivation plans. |
|
Interaction Activity Plans |
Create/view future communication activities in Outlook (e-mail, tasks, appointments, letters, phone calls). |
|
Interaction Activity History |
View the history of communication activities for each constituent. |
|
Comprehensive Transactions |
Record pledges, gifts, matching gifts, non-cash gifts, grants, memberships, sponsorships, event registrations, and product orders. |
|
Payment Processing |
Receive, process and track payments via major payment methods. |
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Receipts and Acknowledgments |
Send auto-generated standard or customized gift receipts and pledge acknowledgments |
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Campaign Management |
Execute integrated marketing initiatives through multiple channels and track performance. |
| Event Management | Manage the planning, marketing and registration processes for events and conferences. |
|
Service and Case Management |
Track services, service requests, complaints, information requests, cases and related outcomes. |
|
Accounting Integration |
Integrate with accounting packages through subledger-like capabilities and transaction extracts. |
Platform Features
| Feature | Description |
|
Outlook Offline Synchronization |
Take constituent data offline on laptops and synchronize updates upon reconnect. |
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Role-Based Security Model |
Assign security roles to users and control access to both authorized data and functionality. |
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Data Migration and Import Utilities |
Import data with an easy-to-use wizard. Validate results before committing to the database. |
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Point and Click Customization |
Customize with point and click development tools to add new entities, attributes, relationships, forms and workflows. |
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Duplicate Detection Rules |
Create flexible rules and formulas for detecting duplicate records via a wizard-based interface. |
|
Flexible Workflow and Alerts |
Deploy workflows and business processes with the workflow wizard and visual design environment. |
|
Active Metadata Repository |
Create, read, update, and delete metadata on the fly and create customizations programmatically. |
|
Searchable Knowledgebase |
Create searchable repositories of documents, forms, literature and content. |
|
Flexible Query Tools |
Filter and find information with the Advanced Find Query tool. Generate queries on any information in the database. |
|
User and System Views |
Use Advanced Find Query tool to create personal or system-wide views of filtered, constituent information. |
|
SQL Reporting Services |
Create reports with a wizard-based custom reporting interface or use the SQL Reporting Services. |
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Notification Services |
Receive real-time updates and views of key indicator information via desktop RSS readers. |
|
Software Development Kit and API |
Utilize the well-documented application programming interface model and .NET framework to build extensions in various programming languages. |
|
Web Services Architecture |
Extend and integrate with other applications with the dynamic web service interface. |
|
Multi-Language and Multi-Currency |
Support for global deployments in over 35 languages and 160+ currencies. |
|
Online Resource Center |
Web-based community for education, training, best practices, forums and relevant CRM information. |