Deep Data Discovery. Made Easy. - Wild Apricot
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Deep Data Discovery. Made Easy. Prospecting and Analysis without Having to Wait on Your Reporting Team.
Transcript of Deep Data Discovery. Made Easy. - Wild Apricot
Deep Data Discovery.
Made Easy.Prospecting and Analysis
without Having to Wait on
Your Reporting Team.
Database Conversion 2015
• 2 weeks lead time on reports
• Research placed too much demand on reporting
• Urgent need for prospecting reports
AKA “ADDIE”
Post conversion challenges:
82% Reduction in Report Requests
Killed the
“Cycle of Pain”
Freed up time to focus on strategic initiatives:
• Create New Custom Dashboards
• Complete redesign of Gift Receipts and Acknowledgements
• Successful Advance Upgrade
• Development of KPI Tracking Solution
ADVIZOR Complements Reporting
Reports:• Pre-structured
• Quick
• Essential Facts
AKA “ADDIE”
Data Discovery:• Ad Hoc
• Don’t Know the ?’s
• Want to See Stories
&
What do you do when a gift officer calls you
because of a cancelled appointment?
• Submit a report request
• Wait 2 Weeks
• Miss Opportunities
• Instantly find prospects near gift officer
• Quickly find the most engaged prospects
• Create ask level based on capacity
Before After
Capacity Rating Attachment Score
Predictive Model – Explanatory Factors
# Committees
Last 10 Years
# Gifts Last
5 Years
# Gifts Last
6-10 Year# Reunions # Sports # Student
Activities
Happy Surprises! Relationships Among Prospects
Relationships with ADVIZOR Relationship with Data
There are highly engaged and high
capacity donors hiding in your data.
+• 6 new ratings at $1 million+
• 87 new ratings at $100,000-$999,999
• 3 new ratings at less than $100,000
• Total of 96 newly rated prospects found hidden in the data
Big Wins!
+
Bringing dead prospects back to life!
Bringing dead prospects back to life!
Segmentation. The key to increasing
revenue by sending and calling less.
Prioritizing Existing Lists
Create Attachment Score in
ADVIZOR from Excel file/s
Created Planned Giving Model
Factors in TCU Planned Giving Model
