How do gift officers identify the most significant contacts within their database? Advizor has seen many advancement offices do this successfully with our platform.
In our experience, we’ve seen three ways that significant contacts in your database are identified:
- The field officer sets the flag
- Prospect research sets the flag. They read through the contact reports, maybe talk with the field officer to make the determination
- The system sets the flag based on the content of the contact report. Basically parse out and match on key words and phrases in the text
In general #1 is the most subject to “bias”, #2 the most accurate but most costly, and #3 a nice compromise. We have had good luck with #3 with a number of our clients, and with our own CRM system and contract reports.