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Real Bedard's Blog

Book Of The Month:
Not-for-Profit Accounting Made Easy

June 5, 2009

QBase Import

MIG: Have you seen the new "Analytics" sub-tab of attributes on the individual account profile? You can now use Andar Connector to mass-import Analytics data from organizations such as QBase directly into Andar. Analytics data include information such as suggested giving amounts, net worth, etc. In Andar, this information can be placed on your account dashboard and data mined as well.

Read project 43051...
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Foundation Gifts

MIG: Private foundation gifts can be tricky. You probably want to thank and recognize the founder as well as executive directors but financially speaking, the gift is from foundation so it must be recorded against the foundation account. With Andar's gift relationships, you can thank and recognize as many people as you wish for a single gift.

MIG Versus CRM

They are very different! CRM software is essentially a sales tool that helps you track your leads and follow-ups. Andar can do much of that now using simple communication logs and integration with MSOutlook. Andar's MIG module offers many additional processing functions normally not provided by CRM software. They include:

Add gift relationships to thank multiple people for a single gift
Add gift relationships to recognize multiple people as leaders for a single gift.
Support Foundations by linking the donor and his/her foundation on gifts.
Payment schedules including specific dates with specific amounts.
Implementation of Moves Management strategies involving linkage, ability, and interests as well as systematic tracking of touch points.
Import and storage of donor level analytics and wealth information from QBase or other research firms.
Account level access to live news feeds.
Quick access to account statistical information on dashboards.
Tracking of competitive gifts.
Support for automated step-up program management.
Tracking of donors' preferred giving month.
Hot Buttons to alert staff of critical account situations.
Automated Workflow management including controls for communications, surveys, touch points, data mining and sub-plans.
Preparation of printer ready donor profile reports and CEO call reports.
Easy view of a donor's circle of friends.

and much more.

See the 2 part demonstration video: click here... (in the blue box).

The MIG module is continuing to grow and additional functions are being released with every service pack.

Please remember that 80% of your CRM strategy has nothing to do with software! It's all about people and process. Everyone says it, yet they immediately move the conversation to software. Software will not magically implement CRM for you. Without a firm strategy in place, the implementation of any CRM software is doomed. If CRM is intended to build relationships, shouldn't an enterprise-wide integrated strategy work better than additional software silos and duplicated data?

New Colorful Dashboards

Patch 2009.02.01 changes the way dashboards are painted. Now you'll be able to set different background colors on each of your dashboard and bio tab items to enhance focus, draw attention or just make it look nicer. Very light colors work best.

click to enlarge

Quote of the Week

In a gentle way, you can shake the world.

Mahatma Gandhi

About Helix

Helix is a leading provider of cost-effective, enterprise-wide fundraising and community support software to nonprofit organizations and corporate foundations. Drawing on its 15-plus years of service and experience with the nonprofit sector, Helix offers within its Andar/360 product, an integrated suite of functions that addresses various missions of not-for-profit organizations, such as fundraising campaign management, online giving, allocation of funds, outcome measurements, volunteer management, and community services such as Information & Referral (211).

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