2. Donor Management
Epicor CRM, a complete customer relationship management solution for midmarket enterprises, enables you to manage the entire lifecycle of a prospect and donor - from cultivation and raising funds, to providing superior service that results in additional revenue. Epicor CRM provides integrated relationship tracking, campaign management and customer service functionality that helps organizations acquire, retain and grow beneficial, long-term donor relationships.
Business Benefits
- Create teams of volunteers and staff personnel to move from first contact to actual ask of funds
- Support for structured fund raising campaigns and membership drives
- Produce forecasts and campaign progress reports for Board of Trustees meetings
- Marketing automation with analysis of results to build more intuitive campaigns
- Management of opt-outs enables compliance with email SPAM laws
- Complete call tracking means better donor information tracking
- Answer prospect and donor questions quickly and enable cost effective self-service web portals
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