Prospect Management in Capital Campaign

Bobby Steurer

Hi all,


I've posted before in the Community about $$$ tracking for a capital campaign my org is entering into, but I wanted to get your take on tracking individuals/solicitations, too.


We are working with a campaign consultant to identify high-capacity prospects for a five-year capital campaign. In these early stages, I've been analyzing data returned on a weekly basis to determine who falls into that "potentially a prospect" pool. The plan is to divide these individuals and their data up into smaller groups for internal staff review, at which point next steps are decided. This currently all lives on an Excel workbook, and I'm at the point now where we are discussing how we want it to live on in RE.


I've been looking at the Prospect Management section of records in NXT, and I'm thinking that's the easiest/best solution here early on. It seems like it could be easily coupled with Opportunities that way, and if I'm using a unique Attribute to say "This individual is a Campaign 2020 prospect," I feel it could make things even easier to track.


But those are my early thoughts, and I wanted to see if anyone had further suggestions. My org has not utilized Prospect Management or Opportunities up to this point, and being new here, it's not really something I've delved into in the past, either. Anyone out there taking full advantage of these features? If so, how's it going?


Any thoughts or recommendations are welcome. Thank you as always!

Mark Guncheon

Prospect management is the best place (IMO.) We use the prospect tab in the dataview, coding their prospect status, adding wealth ratings and adding proposals (opportunities) as they are created. We also utilize actions to track not only our communications with these constituents but also to track how our gift officers are doing.


I'd recommend using a constituent attribute to code them all for this project. We had tried other places including Alias but Alias doesn't show in NXT. Make sure wherever you code them that it shows up in NXT. That will help with anyone who uses NXT.


Good luck with your project.

 

Tracy Wittkopp

Hello! We are working on the same thing, and I'm actually exploring Proposal Attributes -- do you see any downside to using those rather than Constituent Attributes?

Karen Diener

Would a prospect status of "Identified" work to record which individual are being considered?  I've seen that used before.  Some progress through the rest of the stages while others are disqualified.  But it is a way to note that someone has already been noticed.


Karen