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Targeting Your Bullseyes: Inform Your Internal Prospecting

Track: Prospect Research

Session Number: 4033
Date: Thu, Jul 29th, 2021
Time: 2:30 PM - 3:30 PM

Description:

This case study will walk through, in detail, how we discovered hundreds of new prospects by mining within The Climate Reality Project's Salesforce database. Through objective segmentation, then subjective analysis, of lapsed and lower-dollar donors, we were able to not only discover previously unrecognized major giving potential, but also began to develop a model to inform us where else to look for prospects within our own database.
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will be able to confidently segment their constituent base to create undiscovered lists of prospects.
Learning Objective #2: Attendees can work through large numbers of identified prospects to verify and qualify prospects and move to the next stages of donor cultivation.
Software or Vendor Tools: No
Primary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Secondary Competency: PR:Competency 5: Utilizing Research Resources
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: Small
Session Type: Breakout Session (60 Minutes)

Learning Objective #1: Attendees will be able to confidently segment their constituent base to create undiscovered lists of prospects.
Learning Objective #2: Attendees can work through large numbers of identified prospects to verify and qualify prospects and move to the next stages of donor cultivation.
Software or Vendor Tools: No
Primary Competency: PR:Competency 6: Research Methodology and Analysis Presentation
Secondary Competency: PR:Competency 5: Utilizing Research Resources
Tertiary Competency: RM:Competency 1: Prospect Pool/Base Analysis
Intended Audience Level: Level I
Recommended Prerequisites: None
Shop Size: Small