Serenic DonorVision is fully integrated with all core financial areas, enabling the development staff to make contribution entries that flow accurately through the accounting system. This eliminates duplicate entry, ensuring correlation between accounting and development reports, and making the fundraising software a true part of the business solution for the organization.
DonorVision Allows You To:
- Manage donor communication preferences
- Cultivate relationships
- Specify tags to segment your constituents for targeted solicitation efforts
- Track and increase the success of your fundraising initiatives
- Leverage your investment in Microsoft Office
- Focus on your mission, not on your system
Manage Donor Communication
With DonorVision, you can not only keep track of communications to and from donors and other constituents, you can also plan and execute communication strategies. Using activities, you can create communication tracks and schedule tasks. You also have the ability to log each communication effort, including detailed notes about a phone call or an electronic copy of a letter. DonorVision is fully integrated with Microsoft Outlook, so managers can assign and track the status of tasks and calendar items for their staff using the familiar Outlook interface, and each item will be synchronized with DonorVision so that the full history of communications with a donor can be viewed at a glance.
Cultivate Relationships
DonorVision, enables you to cultivate relationships by tracking extensive biographical data about donors and other constituents. You can track complete address, employment, and education history of constituents. You can track phone, cell phone, e-mail separately from mailing address for maximum accuracy and flexibility. You can manage donor communication preferences by type of contact preferred. And you can store incoming communication from prospects or donors, grant applications, pictures, articles and other key documents within the constituent record.
Segment Constituents For Targeted Efforts
Marketing lists in DonorVision allow for simple and flexible creation of target groups for any communication or solicitation effort. Use tags and tag categories to track interests, skills, hobbies, committee involvement – any attribute that you use to track your constituents’ interest in or relationship to your organization. Use tags to create queries using those codes and any other constituent field to create targeted groups, and generate an interaction directly from the segment, allowing you to simultaneously streamline the list creation process and maximize the effectiveness of your fundraising and communication efforts.
Track Success Of Fundraising Efforts
Whether you need a detailed report for a fundraising effort or a quick snapshot for an executive summary, DonorVision lets you track campaign goals, budgets and actual performance at a glance, using personalized dashboards. Use data to assess the trends and performance of a campaign with just one click. Easily create target groups of your constituents and assign the marketing list to the appropriate campaign for tracking target populations and responses.
Fits With Your Systems
Because we are powered by Microsoft’s Dynamics CRM 2011 software platform, you are able to fully leverage your investment in Microsoft Office because of our direct integration with Outlook, Word and Excel. Calendars, tasks, letters and mail activities can be automatically synchronized with Microsoft Office. Because of this, you get a system that is familiar to your people out of the box, fuels business productivity and enables confident decision making.
Focus On Your Mission, Not On Your Systems
Nonprofi t development departments are inextricably linked with their accounting departments, yet too many fundraising software packages operate independently of the accounting software. In some cases, fundraising software has had accounting software written to accommodate it. In other cases, fundraising software is linked to for-profi t accounting software. With DonorVision, the fundraising software becomes an integrated part of the overall accounting system, thereby helping organizations to better fulfill their mission with all departments functioning in real-time. You can also take advantage of multi-currency functionality.