What is Raiser’s Edge?
Raiser’s Edge is a very resourceful tool that assists nonprofit organizations. Information is collected and maintained about potential clients. Later, members of the team will then make use of that data to make connections.
Have you just begun using The Raiser’s Edge? Or Need help navigating your latest/new software and learning the basics? Well, in today’s blog to help you get started with a few of our Raiser’s Edge beginner tips, you and also let you walk through the Raiser’s Edge consideration process by helping you answer Four questions you should ask before purchasing The Raiser’s Edge DMS software.
By the end of this blog post, you will be well on your way to a successful software experience.
- How Does Document Management in Raiser’s Edge Improve Data?
- One of the reasons that your nonprofit should be using Raiser’s Edge for document management is that the software itself assembles databases of potential clients to make outreach projects easier.
- Because the data/information within Raiser’s Edge is so crucial to the success of your fundraising campaigns, it encourages good data quality.
- What Are the Components of excellent Document Management in Raiser’s Edge?
Everyone in your organization has a role to perform in how the CRM is used. Raiser’s Edge succeeds on the three components:
Let’s glance at how each factor changes your ways of using Raiser’s Edge.
The CRM itself manages data in ways that are suitable to use and precise. The technology identifies potential errors. Organized systems in Raiser’s Edge help reduce human data entry errors.
All members of the group should understand Raiser’s Edge. And also, feedback should be given on best practices.
Both – The CRM and employees will identify mistakes in the process. It’s essential to work together to fix them.
People are the most central part of the process. The people observe, set up, report, and execute changes based upon their interactions with Raiser’s Edge.
The people who work for the nonprofit and who profit from the organization’s good works are the key to effectively using Raiser’s Edge.
Key Benefits Include:
- Fast, efficient set-up
- Eliminate physical storage space requirements
- Rapid document retrieval by multiple methods including drill-down and Query integration
- Reduced audit preparation time
- Fewer lost documents
- Increased efficiency
- Eliminate photocopying
- Reduce gift processing costs
Raiser’s Edge, leading fundraising and relationship management solution, has been a key performer in the nonprofit software for a long time, so it’s no surprise that you would put into practice such an influential tool at your organization.
But before you begin putting together your purchase offer for your board, it’s significant to understand precisely and how you can implement it most efficiently.
Keeping that in mind, let’s look at three factors to let you discover if Raiser’s Edge is the right choice for your organization:
1. What Is Raiser’s Edge and What it is capable do?
You might be having thoughts that Raiser’s Edge can perform and manage all, and that may or is the prevalent case for few organizations and institutions.
To ensure and find out if this software can meet up all of your donor engagement and nonprofit’s fundraising needs, Let’s take a more in-depth look at the Raiser’s Edge functionality, including its main features as well as expansion and integrations possibilities.
Raiser’s Edge is an efficient fundraising and constituent relationship management solution with features to help you in all of the following areas:
Use Raiser’s Edge to build constituent profiles and track essential data, including contact information, giving history, prospect research data, relationships, and more.
Being a cloud-based software, Raiser’s Edge is available on any device.
Fundraising Campaign Management
Launch an array of fundraising campaigns, plan fundraising events, and process online donations all through Raiser’s Edge. Even recurring gifts, pledges, planned gifts, tributes, and crowdfunding campaigns can be managed.
Reporting and Analytics
Raiser’s Edge provides your organization access to a variety of pre-built reports. Still, you may also take advantage of the ability to generate your custom reports and visual analytics.
Marketing Tool or Kit
With social media, direct mail tools, email marketing, you can design marketing campaigns and track their success within one system.
2. RAISER’S EDGE RIGHT FOR YOUR NONPROFIT?
Before choosing Raiser’s Edge, make sure you’ve assessed all of your software options.
Now that you have a good clue of what Raiser’s Edge can do, it’s time to concentrate on what this Edge can do for your organization’s progress.
With the accurate configurations, Raiser’s Edge can do almost anything.
3. Is there a PLAN FOR DATA MIGRATION AND MAINTENANCE?
Your nonprofit will need a plan for migrating and maintaining data within Raiser’s Edge. Once you have begun the execution procedure, your institution or organization will need to create a plan for how you will migrate your existing data from your current software to your newly formulated Raiser’s Edge database or software.
As you already know, any form of data migration can be a significant agreement
Always remember data is and will forever remain at the core of all of your nonprofit’s efforts, from targeting potential significant donors to planning fundraising tactics.
That being the scenario, you should take your data transfer very seriously to move your essential data from Point A – Point B safely.
When you have precise, complete data on hand in your new Raiser’s Edge system, you will thank yourself for going through the hassle of cleaning and carefully migrating all of your existing constituent information—trust us!
Raiser’s Edge can be an outstanding associate in your fundraising accomplishment.
Now that you are quite familiar with all of the determinations and that go together with putting into practice this software, you should be ready to make the finest choice for your nonprofit organization and begin fundraising more successfully than ever before.
Contact Docupile for more information.