Alliance 2017 - Technology Premiere: What's New and Coming Up in Donor Management

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What’s New and Coming Up in

Donor Management

# A L L I A N C E 2 0 1 7

2 YOUR PRESENTERSChris CarreSolution EngineerJoined Sparkrock in ‘12

David PopovichCRM Product Manager Joined Sparkrock in ‘16

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AGENDA

I N T R O D U C T I O N S W H A T ’ S N E W

D E M O W H A T ’ S N E X T Q & A

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What ’s New

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DONOR MANAGEMENT INTRODUCTION

THE DONOR MANAGEMENT STORY

2014

MAJOR DONOR MANAGEMENT RELEASES• Dynamics CRM 2016 Update• Voiding/ Reversal of Donations• Receipting Workflow Update• Annual Receipts

FIRST DONOR MANAGEMENT CLIENT• Dynamics CRM 2015 Update

• Recurring Donations

2015

2016

2017

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DONOR MANAGEMENT INTRODUCTION

THE DONOR MANAGEMENT STORY

2014

MAJOR DONOR MANAGEMENT RELEASES• Dynamics CRM 2016 Update• Voiding/ Reversal of Donations• Receipting Workflow Update• Annual Receipts

FIRST DONOR MANAGEMENT CLIENT• Dynamics CRM 2015 Update

• Recurring Donations

2015

2017

2017 JANUARY RELEASEo Constituent Merge o Donation Processingo Batch Print Receipting o Dynamics 365 Update201

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Donor ManagementDemo

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KEY ELEMENTSA quick overview of the items we’ll be covering in the demo.

I N S I G H T SBring together the multiple

databases and spreadsheets into an

analytical tool.

R E L AT I O N S H I P SManage all relationships in a centralized location and get deeper insights into

your constituents.

S I M P L EEnsure that more data and

analysis doesn’t mean more data entry by your

end users.

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What ’s Next

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Insighto Extended Roll Up Capabilitieso Dashboards

Integrationo Enhanced Synchronization

Standardization & Usabilityo Refined Design Process for New Featureso Industry-Specific Nomenclature

WHAT’S NEXT

THE DONOR MANAGEMENT STORY

FUTURE

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APPLICANT TRACKINGApril 2017

CASE MANAGEMENTAutumn 2017

DONOR MANAGEMENTJanuary 2017

09.01

09.01

09.01

ENGAGE (CRM) ROADMAP

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DONOR MANAGEMENTConstituent MergeDonation ProcessingBulk Print ReceiptingDynamics 365

CASE MANAGEMENTClient Registration Client Inquiry Client RoutingReferralsClient Intake ManagementInitial Needs Assessment Wait Lists

Assessments/ ConsultationsServicesCare Plans Intervention ManagementProgramsClient DischargeRecall Lists

Case ReportingGoals Management Client Interaction TrackingActivity Tracking Caseload Management Restrictive Procedures Incident Management

APPLICANT TRACKINGRequisition Management Job Posting ManagementApplicant Management Application Submission Job Interviews & Offer ManagementApplicant Reporting

ENGAGE (CRM) ROADMAP

APPLICANT TRACKINGApril 2017

CASE MANAGEMENTAutumn 2017

DONOR MANAGEMENTJanuary 2017

09.01

09.01

09.01

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EVALUATIONSP L E A S E TA K E 5 M I N S T O C O M P L E T E A S E S S I O N E VA L U AT I O N .

WIN ME!One lucky survey will take home a

Ecobee Smart Wi-Fi Thermostat

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