Tracking prospects
Comments
-
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
Shani6 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniDo you use the date field then to run reports for things 3 months out, 6 months out, etc? And yes, that presentaiton would be most helpful!
0 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniHi Shani, we are looking to set up processes for this very thing as well and I was wondering if you would be willing to share your presenation with me also? Thank you in advance!
0 -
Shani,shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
Shani
I would love to have a copy of your presentation. We would like to improve upon our prospect tracking process. It sounds like our basic setup matches your recommendation.
Thanks.
Evelyn Cox
CARTI Foundation0 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniHi Shani,
This is an area that I was recently tasked with as well. My background is in data management, but prospect-related data and moves management is fairly new to me. Could you please share your presentation with me as well?
Grateful for your help!
Debbie
1 -
I am new to prospect management and would love to get your presentation. I need to learn as much as I can as quickly as possible to make this happen in RE.
Can you send to me, also, or tell me where to find it?
Thank you,
Susan Chomsky schomsky@forgottenharvest.org
0 -
Yes, if you have the Prospect Module and use Proposals, there is Ask Amount and Ask Date, Amount Expected and Expected Date, Funded Amount and Funded Date; you can choose to track all of these fields or not. We use Classification and Stage (which is Status) along with Proposals. Within Proposals, folks can add their Actions which link to the Proposal and also show up on the Actions tab as well. Since you are just starting out, I’d recommend keeping it simple and don’t feel like you have to populate every single field just because there is a field. There are a few RE Dashboards to help populate this data that you could set for your boss. If you set up a process, document it and do some training to keep folks on the same page with entry, you’ll be well on your way.2
-
I strongly suggest that you use the Solicitor Feature...assign your Constituents to a Solicitor(s) and then put the Solicitor on Gifts, Actions, and Proposals. It will help with reporting and looking at how each of your fundraisers is performing and who's doing what as far as next actions. (If you don't have the Prospect Module...RE:Search...you can still use the Solicitor Assignments, and I believe others have posted that they use Actions to do this if they don't have Proposals.)
Also, talk to your Blackbaud Account Executive about RE:NXT. If it's not a significant increase in cost for you, it could help tremendously with what your boss is asking for because NXT is built around Solicitor relationships. There is a section in the Community for RE:NXT, including an NXT Blog (and my post from several weeks ago) and see this post for information from Bill Connors about NXT Roadshows and webinars. You can (and should) also request reference calls where you can talk to NXT users (like me!) about the product.0 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniI just had a conversation last week with our VP of Advancement about this subject. I would also be grateful if you could share your presentation/report with me as well! It would be so helpful. Thanks, Madeleine
0 -
Question about this one. Does using "Proposals" require a seperate module in the RE, or what aspect of RE are you referring to when you mention proposals? THanks!
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
Shani
0 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniDear Shani,
We have the Prospect tab in RE (not NXT) but haven't started using it at all. Any materials and advice you can give on how to use it would be very much appreciated, as I think we are heading in that direction and it would be great to know best practice.
With thanks and best wishes,
Isabella
0 -
Isabella Raeburn:
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniDear Shani,
We have the Prospect tab in RE (not NXT) but haven't started using it at all. Any materials and advice you can give on how to use it would be very much appreciated, as I think we are heading in that direction and it would be great to know best practice.
With thanks and best wishes,
IsabellaShani
If you could share the presentation with me also it would be very helpful!
0 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniWould be great to get a copy of this presentation as well!
0 -
Well that reads as a Moves Management conundrum. And has two parts to it.
1. Since you have already assigned solicitors (your department peeps) to these donors, you can set up a query for each person and that way you can report, or the person can pull just their one donors up in a multitude of ways.
2. If you want to see the flow of moves and when and who on these folks you can track them in Actions, you can track the solicitor or anyone else that had the interaction with this donor and use the action status to tell you what phase that donor is in: 1-Discovery, 2-Cultivation, 3-Solicitation, 4-Stewardship, 8-Revisit, 9-DropAltogether
Have done this in a few orgs, works great.0 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniHi Shani: I would like to get a copy of your presentation. Thank you in advance!
Mary Lewis
Global Down Syndrome Foundation
Denver, CO
0 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniWe have RE7 and are going to be switching to NXT in the next few months. We need to start tracking asks and closures. I can see where it seems rather obvious in the Prospect Tab, if you click New Proposal, however I can't figure out what you would name a Proposal?? And is is worth going through this process or should we wait until we switch to NXT? I would love to see your presentation if you could provide it!
Dana Green
Prospect Researcher
Lenoir-Rhyne University
0 -
May I also have a copy
of the presentation? Thanks.0 -
Would you mind sending a copy of the presentation to me as well!
lscott@hb.edu
Thank You!
Louise Scott0 -
Shani,
Would you be willing to share your presentation with me as well?
Thank you!!
Krys Fritz
krys.fritz@elcaminohospital.org
0 -
Hi Krys,
I am currently out of the office for a few days but can send this
along when I return.
Shani
CONFIDENTIAL NOTICE:
This electronic mail transmission contains confidential
information
including Protected Health Information (PHI) that is legally
privileged.
If you are not the intended recipient, or designee, you are
hereby
notified that any disclosure, copying, distribution or use of any
and
all attachments to this transmission is STRICTLY PROHIBITED. If
you
have received this transmission in error, please notify the
sender
immediately to arrange for return or destruction of these
documents.
0 -
Hi,
Thank you so very much!!
Krys Fritz
0 -
Hi Dana,
I am out of the office for a few days, but can send you the
presentation when I return.
As for naming the proposals,we use the FY year of the
anticipated/actual ask followed by something descriptive:
FY17 Alzheimer's Chair...FY18 Naming Unit
We use Purpose to fine tune the funding area (Healthcare, Housing,
Research, ...) and limit the number of choices as this is the ONLY
way to filter on the export side - At least this is the case
in RE7. We have not switched to NXT so I am not sure if they
have fixed this issue.
So, the Purpose is the overarching Funding area and the name
indicates the year and the more specific funding target.
Hope that helps!
I'll send off the presentation on Friday.
Shani
CONFIDENTIAL NOTICE:
This electronic mail transmission contains confidential
information
including Protected Health Information (PHI) that is legally
privileged.
If you are not the intended recipient, or designee, you are
hereby
notified that any disclosure, copying, distribution or use of any
and
all attachments to this transmission is STRICTLY PROHIBITED. If
you
have received this transmission in error, please notify the
sender
immediately to arrange for return or destruction of these
documents.
0 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniShani, I would love a copy of your presentation as well. I am struggling with how best to track prospects for our upcoming campaign. We will be using the proposal area also so it would be great to see how you set your processes up. Thank you, Susan Snyder
0 -
Actions and Proposals -- they are both linked to each other. And if you have not - I highly suggest reading Bill Connor's Book "Fundraising with the Raiser's Edge: a non-technical guide" it will help immensely in this area.Vanessa Treus:
We have just recently started tracking prospects. My boss would like to have all the prospect managers keep a portfolio of sorts on RE. I have already listed everyone as a prospect manager for their group of people. He wants to eventually be able to see a report that will show him what asks will be made in the next 3 months, 6 months, 12 months, etc. Essentially he wants to know where everyone is in the fundraising cycle and which prospects are coming up next for an ask. How can I best track this so that I can report on it later? Thanks!0 -
Shani,
When you can, would you send me your
presentation please. Thanks so much!
Dana Green
Prospect Researcher
LRU 7467
Hickory, NC 28603
828.328.7791
0 -
To add to great advice above... I've moved away from traditional moves management language when more obvious wording fits. For instance, our potentials are put stages that fit our steps: Research (as in we don't know anything about them yet), Qualified (as in, they actually have the funds or the interest), Considering (They've been solicited. They might need more push), and then one of these three: Declined / Funded / Resubmit (resubmit means they need to adjust ask amount, area of interest, etc.)
We often have multiple proposals out on a person at a single time. We use ask date to line up future meetings, and solicitors can query on this to look for outstanding proposals with an upcoming ask date to know who they need to meet with. If ask date has passed and status hasn't changed, they also know they need to update the proposal fields.0 -
So sorry for not getting this to you yet! I'm currently
serving on jury duty and am only in the office on Fridays, and that
is a short day for me!
I will do my best to send this on THIS Friday.
Apologies again,
Shani
CONFIDENTIAL NOTICE:
This electronic mail transmission contains confidential
information
including Protected Health Information (PHI) that is legally
privileged.
If you are not the intended recipient, or designee, you are
hereby
notified that any disclosure, copying, distribution or use of any
and
all attachments to this transmission is STRICTLY PROHIBITED. If
you
have received this transmission in error, please notify the
sender
immediately to arrange for return or destruction of these
documents.
0 -
Hi Shani,
Once you are back in the office, please add me to your list of whom to send your presentation to. We are currently working on how to make this happen in our office too.
Hope your jury duty case is interesting!
Thank you!
Heather
mackenhk@ah.org0 -
shani traum:
We use proposals to track where prospects/asks/initiatives are in the pipeline.
The proposals are assigned statuses as to where things are in the moves management progression (cultivation, presolicitation, solicitation, etc) and projected and actual ask amounts are tracked there as well. Once the gift is made, it is linked back to the proposal to close the loop.
All of this info can be exported for reporting.
I recently did a presentation on this for our local RE users group and am happy to send it to you if you think it would be helpful.
ShaniHi Shani,
Could you send me a copy of your presentaion? cwells@opportunity.org
0 -
Here you go!
We have changed how we do slide #9. We
now have an action type called status change where we track when
donors move through the various stages.Let me know if you have any questions!
Shani
Shani Traum
Database and Reporting Manager
Development Office
Hebrew SeniorLife
1200 Centre Street
Boston, MA 02131
617-971-5787
https://give.hebrewseniorlife.org/giving
CONFIDENTIAL NOTICE:
This electronic mail transmission contains confidential
information
including Protected Health Information (PHI) that is legally
privileged.
If you are not the intended recipient, or designee, you are
hereby
notified that any disclosure, copying, distribution or use of any
and
all attachments to this transmission is STRICTLY PROHIBITED. If
you
have received this transmission in error, please notify the
sender
immediately to arrange for return or destruction of these
documents.
0
Categories
- All Categories
- Shannon parent
- shannon 2
- shannon 1
- 21 Advocacy DC Users Group
- 14 BBCRM PAG Discussions
- 89 High Education Program Advisory Group (HE PAG)
- 28 Luminate CRM DC Users Group
- 8 DC Luminate CRM Users Group
- Luminate PAG
- 5.9K Blackbaud Altru®
- 58 Blackbaud Award Management™ and Blackbaud Stewardship Management™
- 409 bbcon®
- 2.1K Blackbaud CRM™ and Blackbaud Internet Solutions™
- donorCentrics®
- 1.1K Blackbaud eTapestry®
- 2.8K Blackbaud Financial Edge NXT®
- 1.1K Blackbaud Grantmaking™
- 527 Education Management Solutions for Higher Education
- 1 JustGiving® from Blackbaud®
- 4.6K Education Management Solutions for K-12 Schools
- Blackbaud Luminate Online & Blackbaud TeamRaiser
- 16.4K Blackbaud Raiser's Edge NXT®
- 4.1K SKY Developer
- 547 ResearchPoint™
- 151 Blackbaud Tuition Management™
- 61 everydayhero
- 3 Campaign Ideas
- 58 General Discussion
- 115 Blackbaud ID
- 87 K-12 Blackbaud ID
- 6 Admin Console
- 949 Organizational Best Practices
- 353 The Tap (Just for Fun)
- 235 Blackbaud Community Feedback Forum
- 55 Admissions Event Management EAP
- 18 MobilePay Terminal + BBID Canada EAP
- 36 EAP for New Email Campaigns Experience in Blackbaud Luminate Online®
- 109 EAP for 360 Student Profile in Blackbaud Student Information System
- 41 EAP for Assessment Builder in Blackbaud Learning Management System™
- 9 Technical Preview for SKY API for Blackbaud CRM™ and Blackbaud Altru®
- 55 Community Advisory Group
- 46 Blackbaud Community Ideas
- 26 Blackbaud Community Challenges
- 7 Security Testing Forum
- 3 Blackbaud Staff Discussions
- 1 Blackbaud Partners Discussions
- 1 Blackbaud Giving Search™
- 35 EAP Student Assignment Details and Assignment Center
- 39 EAP Core - Roles and Tasks
- 59 Blackbaud Community All-Stars Discussions
- 20 Blackbaud Raiser's Edge NXT® Online Giving EAP
- Diocesan Blackbaud Raiser’s Edge NXT® User’s Group
- 2 Blackbaud Consultant’s Community
- 43 End of Term Grade Entry EAP
- 92 EAP for Query in Blackbaud Raiser's Edge NXT®
- 38 Standard Reports for Blackbaud Raiser's Edge NXT® EAP
- 12 Payments Assistant for Blackbaud Financial Edge NXT® EAP
- 6 Ask an All Star (Austen Brown)
- 8 Ask an All-Star Alex Wong (Blackbaud Raiser's Edge NXT®)
- 1 Ask an All-Star Alex Wong (Blackbaud Financial Edge NXT®)
- 6 Ask an All-Star (Christine Robertson)
- 21 Ask an Expert (Anthony Gallo)
- Blackbaud Francophone Group
- 22 Ask an Expert (David Springer)
- 4 Raiser's Edge NXT PowerUp Challenge #1 (Query)
- 6 Ask an All-Star Sunshine Reinken Watson and Carlene Johnson
- 4 Raiser's Edge NXT PowerUp Challenge: Events
- 14 Ask an All-Star (Elizabeth Johnson)
- 7 Ask an Expert (Stephen Churchill)
- 2025 ARCHIVED FORUM POSTS
- 322 ARCHIVED | Financial Edge® Tips and Tricks
- 164 ARCHIVED | Raiser's Edge® Blog
- 300 ARCHIVED | Raiser's Edge® Blog
- 441 ARCHIVED | Blackbaud Altru® Tips and Tricks
- 66 ARCHIVED | Blackbaud NetCommunity™ Blog
- 211 ARCHIVED | Blackbaud Target Analytics® Tips and Tricks
- 47 Blackbaud CRM Higher Ed Product Advisory Group (HE PAG)
- Luminate CRM DC Users Group
- 225 ARCHIVED | Blackbaud eTapestry® Tips and Tricks
- 1 Blackbaud eTapestry® Know How Blog
- 19 Blackbaud CRM Product Advisory Group (BBCRM PAG)
- 1 Blackbaud K-12 Education Solutions™ Blog
- 280 ARCHIVED | Mixed Community Announcements
- 3 ARCHIVED | Blackbaud Corporations™ & Blackbaud Foundations™ Hosting Status
- 1 npEngage
- 24 ARCHIVED | K-12 Announcements
- 15 ARCHIVED | FIMS Host*Net Hosting Status
- 23 ARCHIVED | Blackbaud Outcomes & Online Applications (IGAM) Hosting Status
- 22 ARCHIVED | Blackbaud DonorCentral Hosting Status
- 14 ARCHIVED | Blackbaud Grantmaking™ UK Hosting Status
- 117 ARCHIVED | Blackbaud CRM™ and Blackbaud Internet Solutions™ Announcements
- 50 Blackbaud NetCommunity™ Blog
- 169 ARCHIVED | Blackbaud Grantmaking™ Tips and Tricks
- Advocacy DC Users Group
- 718 Community News
- Blackbaud Altru® Hosting Status
- 104 ARCHIVED | Member Spotlight
- 145 ARCHIVED | Hosting Blog
- 149 JustGiving® from Blackbaud® Blog
- 97 ARCHIVED | bbcon® Blogs
- 19 ARCHIVED | Blackbaud Luminate CRM™ Announcements
- 161 Luminate Advocacy News
- 187 Organizational Best Practices Blog
- 67 everydayhero Blog
- 52 Blackbaud SKY® Reporting Announcements
- 17 ARCHIVED | Blackbaud SKY® Reporting for K-12 Announcements
- 3 Luminate Online Product Advisory Group (LO PAG)
- 81 ARCHIVED | JustGiving® from Blackbaud® Tips and Tricks
- 1 ARCHIVED | K-12 Conference Blog
- Blackbaud Church Management™ Announcements
- ARCHIVED | Blackbaud Award Management™ and Blackbaud Stewardship Management™ Announcements
- 1 Blackbaud Peer-to-Peer Fundraising™, Powered by JustGiving® Blogs
- 39 Tips, Tricks, and Timesavers!
- 56 Blackbaud Church Management™ Resources
- 154 Blackbaud Church Management™ Announcements
- 1 ARCHIVED | Blackbaud Church Management™ Tips and Tricks
- 11 ARCHIVED | Blackbaud Higher Education Solutions™ Announcements
- 7 ARCHIVED | Blackbaud Guided Fundraising™ Blog
- 2 Blackbaud Fundraiser Performance Management™ Blog
- 9 Foundations Events and Content
- 14 ARCHIVED | Blog Posts
- 2 ARCHIVED | Blackbaud FIMS™ Announcement and Tips
- 59 Blackbaud Partner Announcements
- 10 ARCHIVED | Blackbaud Impact Edge™ EAP Blogs
- 1 Community Help Blogs
- Diocesan Blackbaud Raiser’s Edge NXT® Users' Group
- Blackbaud Consultant’s Community
- Blackbaud Francophone Group
- 1 BLOG ARCHIVE CATEGORY
- Blackbaud Community™ Discussions
- 8.3K Blackbaud Luminate Online® & Blackbaud TeamRaiser® Discussions
- 5.7K Jobs Board