Peppermint Mocha

Mary Shockley

With the chill in the air and Starbucks serving Peppermint Mochas in their festive red cups, the holidays are quickly approaching—and so is year-end giving.

 

Effective prospect research can help you learn about prospective donors so you can strategically approach them in your year-end appeals. Why not take advantage of the integration between Raiser’s Edge and ResearchPoint to improve the research process at your organization?

 

Raiser’s Edge and ResearchPoint integration gives you a more well-rounded view of your constituents so you can target major donors and make year-end appeals a cinch. By integrating these two powerhouse applications you can

 

• Easily configure how integrated fields are viewed, updated, and exchanged between Raiser’s Edge and ResearchPoint

• Screen prospects in ResearchPoint using up-to-date contact information taken directly from Raiser’s Edge

• Track financial information such as sources of wealth, income, and assets within Raiser’s Edge, for a more complete constituent record

• Use Research lists within ResearchPoint to research potential prospects in batches instead of qualifying prospects one-by-one

Want to learn more this holiday season? Check out our online eLearning course, Integration: Basics of Raiser's Edge and ResearchPoint Integration. Then spend less time manually imputing data and more time making winter disappear—with your favorite holiday coffee!