and why Visits This Fiscal-Year-To-Date should not be one of them. Learn why the status quo is not working … and switch the focus from field officer activities to prospect cultivation. Check out some very different benchmarks and see how to use them to draw out stories, discover best practices, and develop coaching tips that drive larger gifts, quicker closes, and more revenue.
Learn what these scores are, how to calculate them and how to use them with your team
People spend fortunes acquiring data, hiring consultants building overly complicated models and investing in hosted platforms ... when they have most of what they need right at their fingertips.
There are a wide range of views. Some say no more than 40, others deal out pools of 300 or more. We use data from our clients to help answer their question.
Learn how to set targets, manage gaps, finish strongly and report crisply. Marianne Pelletier joins us to discuss practical approach with specific examples.
Learn how to push self-service tools out to your field officers. See how one of our clients reduced custom repost requests by over 80%
Retaining current donors, re-acquiring lapsed donors, and acquiring new donors at the right ask amounts is the name of the game in annual giving. The challenge is that the messaging and approaches that work best with one group are often very different from what will work well with another group. The key is to identify each donor’s primary interest area and capacity, and then deliver messages that connect with them at the right ask levels. Do this and prospects are much more likely to give. Push something else at them and they are far less likely to respond.
... by sending and calling less. By segmenting and focusing appeals on the right prospects our clients have improved retention, re-acquisition and non-donor acquisition all at once! Learn how.
Want to strengthen your annual giving program? Learn how Northern Illinois U used data to do just that!
Associate Director of Data Analysis at the University of Florida Foundation will show you how she creates segmented appeal messaging to exceed the recommended 2% yield.
Data, Modeling, and Teams
Discussion with Wake Forest on how to get your entire team using data to make better and faster decisions.
... without replacing it. We discuss the difference between reporting and data discovery and why not having both often causes a "cycle of pain"
... and how data tells the stories that your CRM can't
Tutorial on how to build successful fundraising models and where and how they can make a difference to your team... and why the work is best done by your team.
Case Study with Texas A&M. Includes specific examples in both major and annual giving where building models has led to better results.
Advancement Services at Wake Forest University teams up with Tina Donahoo, Senior Analyst from Marts & Lundy, to turn Development Staff Management into more of a “science” than an “art.”
Want to discover who knows who from the data you have on hand? This webinar will help you figure out simple and practical ways to get started.
This sequel focuses on how to utilize the data you already have on hand to find donors who can help you connect you with prospects.
Using data to have conversations with gift officers that are honest, meaningful, and constructive can be challenging. Learn how UNC Charlotte is doing just that.
Dartmouth College, Michigan State, and NIU share their approaches to creating, deploying, and using alumni attachment scores in their day-to-day fundraising activities. Learn what they did, how they did it, and lessons learned.
ADVIZOR provides services, business consulting, and analytics expertise to help manufacturers learn how to use their data to make better decisions.
In this case study with SWD, Inc. learn how mid market discrete manufacturers are implementing light foot print front-ends to their ERP & production systems that provide quick and easy adhoc reporting and analysis.
Learn how to leverage Capacity, Patient Potential, and Advancement Attachment to identify and mange the best prospects
Case study on how to use interactive data visualization and predictive modeling to find the needle in the haystack
Learn how new data discovery tools empower people to see the "stories" in their data & build predictive models
Leverage predictive modeling to make better and more informed decisions...no programming skills or statistics degree required!
Discover how Predictive Analytics can integrate with data visualization and how this applies to the way we learn.
Learn how to cope beautifully with increasing competition in the higher education sphere. Former Vice President of Operations at The National Hispanic University comments on globalization and how to deal with the emergence of online education.
Wayne Eckerson from TechTarget relays key insights relating to data visualization and where it works best.
See the value of visual interaction and analysis versus standard reporting with Dartmouth, a major airline, and Salesforce.com.
Manager of Business Analytics from Michigan State University builds a predictive model to identify at-risk students and make preventative action possible.
Mark Sear, Chief Data Scientist at EMC Greenplum, illustrates how Big Data Analytics is the future and how YOU can be a consumer.
This 45 minute webinar dives into the business benefits of using Agile BI.