Data Decisions: How to Capture, Combine and Consume Data to Drive Stewardship

Presenters: Bailey Benzlé, Director of Pre-Sales & Sales Enablement
Year: 2018
Price: Members: $0, Non-Members: $39
Body of Knowledge Domains: Prospect Research, Data Analytics, Relationship Management

Competencies and Levels: 

Prospect Research:

  • Competency 10: Research and Campaign

Data Analytics:

  • Competency 3: Data Manipulation Skills
  • Competency 8: Analytics and Campaign

Relationship Management:

  • Competency 3: Data Manipulation Skills
  • Competency 5: Prospect and Portfolio Management
  • Competency 6: Campaign Analytics, Reporting and Data Management
  • Competency 10: Campaign Management
  • Competency 15: General Fundraising

Today’s prospect development professionals are faced with an overwhelming amount of data on their donors and constituents. A good problem to have, right? Yes, but only with the right strategies in place to best capture, combine and consume that data to maximize your stewardship efforts. Although your organization is unique, and the data you collect is unique, there are some foundational elements every nonprofit can put into place to truly leverage the data captured. In this webinar, Omatic Software's Director of Pre-Sales & Sales Enablement, Bailey Benzlé, will share best practices for capturing your data, including identifying all sources of data and the key data points contained within; combining your data, including the importance of integration tools for a centralized, holistic picture of the lifecycle of your donor; and consuming your data, including how to derive actionable insights from your data to maximize your stewardship.

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