| cultivate donor relationships
ResultsPlus’ user interface gives you an all-in-one view of your donor, so you’re able to grow and nurture that all-important relationship.
ResultsPlus enables you to:
| set up
- Interface directly with WealthEngine™ website to research prospects
- Import and export text files and spreadsheets
- Create alerts that pop up to remind users of crucial information about constituents
- Customize user-definable fields for storing donor details
- Assign solicitors to contacts
- Integrate membership data with donor records
| manage
- Manage your contact with donors, prospects, solicitors and tributes
- View giving history of any donor or group of donors
- Define cultivation status and use complete contact history as a tool for cultivating donors
- Enter date-stamped notes in a record's free-flowing notepad
- Access contact and grant information directly from your Daily Planner
- Track multiple contacts within households and corporations
- Track relationships with other individuals and organizations
- Track method of contact (phone, visit, etc.)
| communicate
- Email individuals, groups, or the individuals and organizations identified by a query
- Generate and record mass mailings
- Update addresses from mailing lists
- Expand mailings to reach team members or employees
- Avoid multiple mailings within families or organizations
- Reach donors at their seasonal addresses
- Seamless interface with Microsoft Word and Corel WordPerfect® helps you design letters, labels, thank you’s, reminders, membership cards and more
- Create and modify merge documents using Mail Merge Wizard
- Add merge fields and barcodes easily to any document
- Create HTML email templates for your newsletters, alerts to your constituents, etc.
- Embed donor data in email thank you’s, pledge reminders, and general correspondence
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