What's New Preview: Upcoming Features for Raiser's Edge NXT

Hopefully everyone in the US enjoyed a restful and relaxing Independence Day, full of celebratory pyrotechnics, cook-outs, family, and friends! Due to the July 4 holiday, Raiser's Edge NXT won't update this week. However, in the spirt of the summer blockbuster movies that consume the theaters this time of year, enjoy this sneak preview of the new features coming soon to a screen near you (like your desktop monitor or mobile device) over the next few weeks! (Points if you read this post in your best "In A World..." voiceover impression.)

 

Prospect status change tracking. In a world... where you cultivate constituents from prospective donors to annual or major donors, knowing where they are in your prospect management workflow is crucial... which is exactly why — with Prospect Research Management — a prospect's current status appears front and center, atop their constituent record and under Prospect research. But what if you could also track where (and for how long) a prospect's been in your workflow? What if you could get a heads up when a prospect's stalled out at a certain point, so they don't get left behind? It's like a bigger, better sequel to the current prospect status feature! Coming soon!



Work Center overview. In a world... where Work Center already serves as a one-stop shop for a fundraiser's assigned portfolio and related activity, an even more concise, at-a-glance view at your fundraising efforts could come in handy and help set your priorities for the day. What if you could quickly see — when you first log in — how many of your assigned relationships are new or lapsing? How many of your actions are open, past due, or closed? How much you've raised toward your personal goals for campaigns, funds, and appeals? How many of the gifts you helped bring in for the current fiscal year are new or past due? It's more helpful dashboards and gauges than anything in Mad Max: Fury Road, all at your fingertips. 



Tags and recommendations. In a world... where your database and fundraising portfolio are burgeoning with constituents, wouldn't it be nice to know when a relationship might need some special attention due to situations good or bad? It could be as simple as a heads up when someone's birthday is on the horizon, so you know to reach out with a personal interaction. Or an alert that a new relationship has a high wealth rating, so you know to break out the white glove treatment. Or a reminder that you haven't contacted a donor in a while or that their giving's started to lapse, to help avoid losing them as a supporter. All that, with some helpful recommended next steps and no need for a funky query configuration in the database view? (Cue the Michael Bay explosion montage.)



Raiser's Edge NXT will be bringing you these features — and more! — to you over the next few weeks. Stay tuned!