RP Standalone Database for Prospecting...

Margot Goldstein

Curious does anyone else use RP as a standalone database for prospecting (ID and Qualification). I don't want to add accounts in NXT until we've qualified the prospect. I'm using RP to deep dive further on current donors also.


Did you encounter any issues or challenges?


RP newb here as well so trying to set up of my process and procedures now. Thank you in advance!

Jennifer Vincent

Healthcare systems often do this with their grateful patient programs. ResearchPoint can act as a secondary ‘holding zone’ database for screening the patients to look for capacity. They don't want to add everyone into the main CRM, so it's a great place to hold prospects.