Pam Dechert Updated Webinar

103
A Blackbaud Company Welcome to the Welcome to the eTapestry Webinar! eTapestry Webinar! To join the audio dial, 866.833.9989 866.833.9989 Pass code Pass code 317336382 317336382 *6 Mutes your Phone # 6 UN-Mutes your Phone If you are not able to see the entire screen If you are not able to see the entire screen , in the top left hand , in the top left hand corner - a button saying corner - a button saying "full screen" or "fit to window" "full screen" or "fit to window" Your presenter: Your presenter: Pam Dechert, CFRE, ePMT Pam Dechert, CFRE, ePMT Senior Account Executive and Faith Based Team Leader Senior Account Executive and Faith Based Team Leader

description

 

Transcript of Pam Dechert Updated Webinar

Page 1: Pam Dechert Updated Webinar

A Blackbaud Company

Welcome to the Welcome to the eTapestry Webinar!eTapestry Webinar!

•To join the audio dial, 866.833.9989866.833.9989 Pass codePass code 317336382 317336382• *6 Mutes your Phone• # 6 UN-Mutes your Phone

•If you are not able to see the entire screenIf you are not able to see the entire screen, in the top left hand corner - a button saying , in the top left hand corner - a button saying

"full screen" or "fit to window""full screen" or "fit to window" - - If you hit that, it automatically autofits your If you hit that, it automatically autofits your screen into mine!screen into mine!

•2384

Your presenter:Your presenter:

Pam Dechert, CFRE, ePMTPam Dechert, CFRE, ePMTSenior Account Executive and Faith Based Team LeaderSenior Account Executive and Faith Based Team Leader

Page 2: Pam Dechert Updated Webinar

Quick Introduction• Your Name, Organization

• How many records / names ?How many records / names ? ________##(members, volunteers, donors, prospects, friends, corporations, foundations, alumni, etc.)

• Are you using any software? (ACS, Shelby, Excel, Access, FileMaker Pro, Blackbaud, DonorPerfect,etc.)

Your presenter:Your presenter: Pam DechertTo join the audio dial, To join the audio dial, 866.833.9989 Pass code 317336382##

Page 3: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry eTapestry

The Complete SolutionThe Complete Solution

DatabaseDatabase

eCommerceeCommerce

Web ServicesWeb Services

eMaileMail

Page 4: Pam Dechert Updated Webinar

A Blackbaud Company

Today’s agendaToday’s agenda1.1. Quick Introduction to eTapestry (7 Quick Introduction to eTapestry (7

minutes)minutes)

2.2. Ten Guarantees (45 min)Ten Guarantees (45 min)

3.3. Big Picture Investment options (5 min)Big Picture Investment options (5 min)

4.4. Questions? Questions?

5.5. If you like what you see today, If you like what you see today, • Next step, individual needsNext step, individual needs• Custom proposal, then a Custom proposal, then a • Personalized demonstrationPersonalized demonstration

Page 5: Pam Dechert Updated Webinar

A Blackbaud Company

Who is eTapestry?Who is eTapestry?•An organization dedicated to serving hospital foundations, arts groups, hospices, churches, schools, and other An organization dedicated to serving hospital foundations, arts groups, hospices, churches, schools, and other organizations of all types & sizes!organizations of all types & sizes!

Page 6: Pam Dechert Updated Webinar

A fast growing, successful company

Founded in 1999, eTapestry was the first company to launch web-based software for nonprofit organizations.

Since that time we have earned the business of over 6,000 nonprofit clients in the United States, Canada, United Kingdom, Europe, Africa, South America, Asia, New Zealand and Australia.

Who is eTapestry?Who is eTapestry?

eTapestry continues to grow at a rate of over 50% each year, and maintains a customer retention rate of 98%.

As a wholly owned subsidiary of Blackbaud we offer our clients the ideal combination of leading edge technology along with unparalleled financial strength.

Page 7: Pam Dechert Updated Webinar

A company that thrives on innovation

Who is Who is eTapestry?eTapestry?

• Software updates done for you!

• Personal Fundraising eCommerce

• Shopping Cart Integration

• Integrated Online Donations & Registration

• Access from your Blackberry!

Page 8: Pam Dechert Updated Webinar

A group that is passionate about service

Who is eTapestry?Who is eTapestry?

Page 9: Pam Dechert Updated Webinar

People who love to have fun!

Who is eTapestry?Who is eTapestry?

Page 10: Pam Dechert Updated Webinar

A Blackbaud Company

1010

We’ll give you We’ll give you a Guarantee…a Guarantee…

Page 11: Pam Dechert Updated Webinar

A Blackbaud Company

1. We guarantee you an Internet strategy.

Page 12: Pam Dechert Updated Webinar

A Blackbaud Company

Advanced Email

Database

Ecommerce

Website

Post OfficeChecks, Credit cards

through the mail or phone Text email

Page 13: Pam Dechert Updated Webinar

A Blackbaud Company

Did you know there are 150 million Did you know there are 150 million active users on the Internet?active users on the Internet?

Source: Pew Internet ResearchSource: Pew Internet Research

Page 14: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry builds and hosts dynamic eTapestry builds and hosts dynamic CMS websites.CMS websites.

Page 15: Pam Dechert Updated Webinar

A Blackbaud Company

# 1 reason# 1 reason donors’ say they give online is donors’ say they give online is convenienceconvenience – it’s easier than writing a – it’s easier than writing a check.check.

Source:Source: Network for Good - 2006Network for Good - 2006

Did you know that over 95% of Internet users…Did you know that over 95% of Internet users…

•made on online purchase, made on online purchase, •but only 40% of nonprofit organizations offer but only 40% of nonprofit organizations offer online giving?online giving?

Page 16: Pam Dechert Updated Webinar

A Blackbaud Company

A link on your website connects donors to a custom A link on your website connects donors to a custom online giving page.online giving page.

Page 17: Pam Dechert Updated Webinar

A Blackbaud Company

……where the donor completes the online giving form.where the donor completes the online giving form.

Page 18: Pam Dechert Updated Webinar

A Blackbaud Company

IATS TicketMaster

The money is then automatically deposited into your bank The money is then automatically deposited into your bank account, and the donor and gift recorded in eTapestry.account, and the donor and gift recorded in eTapestry.

Your Bank Account

Page 19: Pam Dechert Updated Webinar

A Blackbaud Company

Your eTapestry database

Your donor or member has made a secure gift, conveniently and easily - and they already have their gift receipt in hand! Electronic tithing, EFT, monthly gifts!

The gift is automatically deposited in your bank.

All of the donor and gift information is automatically recorded.

Your fundraising and membershipefforts are growing!

The Results…

Page 20: Pam Dechert Updated Webinar

A Blackbaud Company

Online Donation Page

Page 21: Pam Dechert Updated Webinar

A Blackbaud Company

Online Event Registration

Page 22: Pam Dechert Updated Webinar

A Blackbaud Company

Memberships

Page 23: Pam Dechert Updated Webinar

A Blackbaud Company

Online Volunteer Registration

Page 24: Pam Dechert Updated Webinar

A Blackbaud Company

Honor & Memorial Gifts, Matching, Recurring Gifts..you name it.

Page 25: Pam Dechert Updated Webinar

Make a Gift

Event Sign-up

A multi-purpose page

Page 26: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry Shopping Cart

Page 27: Pam Dechert Updated Webinar

A Blackbaud Company

A Cart Order

Page 28: Pam Dechert Updated Webinar

A Blackbaud Company

Confirmation Email

Page 29: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry Personal/Project Fundraising

Page 30: Pam Dechert Updated Webinar

A Blackbaud Company

Walkatons, Runathons, Bikeathons, Bowlathons…

You name it.

Page 31: Pam Dechert Updated Webinar

A Blackbaud Company

Projects

Page 32: Pam Dechert Updated Webinar

A Blackbaud Company

Mission Sponsorships, Volunteer Spring Break trips…

Page 33: Pam Dechert Updated Webinar

An Overall StrategyAn Overall Strategy

Get ConnectedBlogs, news, updates, facebook, twitter

Multiple Ways

To Support & Get Involved

Donate Now

Page 34: Pam Dechert Updated Webinar

A Blackbaud Company

Email is more cost effective than traditional mail Email is more cost effective than traditional mail communications.communications.

•Email campaigns cost an average of $ 5 - $7 per thousand records •Traditional mail cost and average of $ 500 - $700 to reach the same number of people”

Source: Gartner GroupSource: Gartner Group

Did you know that…?Did you know that…?

Page 35: Pam Dechert Updated Webinar

A Blackbaud Company

Email is more cost effective than traditional mail Email is more cost effective than traditional mail communications.communications.

•Email campaigns cost an average of $ 5 - $7 per thousand records •Traditional mail cost and average of $ 500 - $700

to reach the same number of people

Source: Gartner GroupSource: Gartner Group

Did you know that…?Did you know that…?

Page 36: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry’seTapestry’s advanced email provides a fully integrated advanced email provides a fully integrated email tool…with full html editoremail tool…with full html editor

Page 37: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry’s advanced email provides a fully integrated eTapestry’s advanced email provides a fully integrated email tool…with spam checking and schedulingemail tool…with spam checking and scheduling

Page 38: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry’s advanced email provides a fully integrated eTapestry’s advanced email provides a fully integrated email tool…including delivery reportsemail tool…including delivery reports

Page 39: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry’s advanced email provides a fully integrated eTapestry’s advanced email provides a fully integrated email tool…including delivery reports and click thru trackingemail tool…including delivery reports and click thru tracking

Page 40: Pam Dechert Updated Webinar

A Blackbaud Company

Your Internet strategy may become even more Your Internet strategy may become even more sophisticated and utilize additional tools…sophisticated and utilize additional tools…

Page 41: Pam Dechert Updated Webinar

A Blackbaud Company

Your Internet strategy may become even more Your Internet strategy may become even more sophisticated and utilize additional tools…sophisticated and utilize additional tools…

Donor LoginDonor Login WishListWishList

Loyalty SurveyLoyalty Survey Personalized FundraisingPersonalized FundraisingBenchmark Reporting

Page 42: Pam Dechert Updated Webinar

A Blackbaud Company

•Office•Home•Airport•Road•Multiple offices•Partner locations•PDA’s•anywhere

2. We guarantee you broader access to your data.

Page 43: Pam Dechert Updated Webinar

A Blackbaud Company

3. We guarantee easy operation.

Page 44: Pam Dechert Updated Webinar

Welcome Page for each login…

Page 45: Pam Dechert Updated Webinar

A Blackbaud CompanyRuns in a web browser

Page 46: Pam Dechert Updated Webinar

A Blackbaud Company

Search engine type lookups

Page 47: Pam Dechert Updated Webinar

A Blackbaud CompanyComplete info on one page

Page 48: Pam Dechert Updated Webinar

A Blackbaud CompanyComplete info on one page

Page 49: Pam Dechert Updated Webinar

A Blackbaud CompanyBuilt in reporting

Page 50: Pam Dechert Updated Webinar

A Blackbaud CompanyEasy setup, multiple output options

Page 51: Pam Dechert Updated Webinar

A Blackbaud CompanyDynamic report use

Page 52: Pam Dechert Updated Webinar

A Blackbaud CompanyDrill down navigation

Page 53: Pam Dechert Updated Webinar

A Blackbaud CompanyIntegrated tools

Page 54: Pam Dechert Updated Webinar

A Blackbaud Company

4. We guarantee better recordkeeping.

Page 55: Pam Dechert Updated Webinar

A Blackbaud Company

Relationships

Family or Businesses with multiple names to track

Constituent interactions

Future Contacts/Calendaring

Email Communication

4. We guarantee better recordkeeping.

Page 56: Pam Dechert Updated Webinar

A Blackbaud Company

Track Relationships

Page 57: Pam Dechert Updated Webinar

A Blackbaud Company

Relationships

Page 58: Pam Dechert Updated Webinar

A Blackbaud Company

Relationships

Page 59: Pam Dechert Updated Webinar

A Blackbaud Company

Track Relationships

Page 60: Pam Dechert Updated Webinar

A Blackbaud CompanyConstituent interactions

"I open up eTapestry and look at the journal entries to see the last time we talked. If I don’t know them very well, I can see who introduced them to the organization. It’s really powerful."

Connie Sherman, Executive Director, St. Mary's Child Center

Page 61: Pam Dechert Updated Webinar

A Blackbaud CompanyOutlook Integration

Page 62: Pam Dechert Updated Webinar

A Blackbaud CompanyEmail Communication

Page 63: Pam Dechert Updated Webinar

A Blackbaud Company

Email Communication

Page 64: Pam Dechert Updated Webinar

A Blackbaud CompanyFuture Contacts/Calendaring

Page 65: Pam Dechert Updated Webinar

A Blackbaud CompanyFuture Contacts/Calendaring

Page 66: Pam Dechert Updated Webinar

A Blackbaud CompanyFuture Contacts/Calendaring

Page 67: Pam Dechert Updated Webinar

A Blackbaud CompanyFuture Contacts/Calendaring

Page 68: Pam Dechert Updated Webinar

A Blackbaud Company

5. We guarantee improved communications.

Page 69: Pam Dechert Updated Webinar

A Blackbaud Company

We’ve already looked at We’ve already looked at communications communications tracking, outlook tracking, outlook integration, and integration, and advanced email…advanced email…

BUT we can BUT we can help you help you keep your information keep your information accurate tooaccurate too..

Page 70: Pam Dechert Updated Webinar

A Blackbaud Company

Nationally, 17% to 20% of the US Nationally, 17% to 20% of the US population moves each year. That population moves each year. That means means up to 1 in 5up to 1 in 5 of your mailing of your mailing pieces may pieces may not go to the correct not go to the correct address. address.

Source: US Postal ServiceSource: US Postal Service

Did you know …?Did you know …?

Page 71: Pam Dechert Updated Webinar

A Blackbaud Company

Did you know …?Did you know …?

•NCOA ProcessingNCOA Processing•Telephone AppendingTelephone Appending•Mass Duplicate MergeMass Duplicate Merge

Nationally, 17% to 20% of the US Nationally, 17% to 20% of the US population moves each year. That population moves each year. That means up to 1 in 5 of your mailing means up to 1 in 5 of your mailing pieces may not go to the correct pieces may not go to the correct address. address.

Source: US Postal ServiceSource: US Postal Service

Page 72: Pam Dechert Updated Webinar

A Blackbaud Company

Page 73: Pam Dechert Updated Webinar

A Blackbaud Company

Page 74: Pam Dechert Updated Webinar

A Blackbaud Company

Page 75: Pam Dechert Updated Webinar

A Blackbaud Company

Page 76: Pam Dechert Updated Webinar

A Blackbaud Company

Newsletter Templates

Page 77: Pam Dechert Updated Webinar

A Blackbaud Company

Letter Templates

Page 78: Pam Dechert Updated Webinar

A Blackbaud Company

Events & Invitation Templates

Page 79: Pam Dechert Updated Webinar

A Blackbaud Company

Envelopes Templates

Page 80: Pam Dechert Updated Webinar

A Blackbaud Company

Page 81: Pam Dechert Updated Webinar

A Blackbaud Company

6. We guarantee your data is secure.

Page 82: Pam Dechert Updated Webinar

A Blackbaud Company

We take security seriously.

Encrypted dataEncrypted data

Redundant equipmentRedundant equipment

Automatic backupsAutomatic backups

Automatic updatesAutomatic updates

2 hosting centers – Indianapolis and Atlanta

Page 83: Pam Dechert Updated Webinar

A Blackbaud Company

Sophisticated end-user security settings

Page 84: Pam Dechert Updated Webinar

A Blackbaud Company

With complete details on all user activity.

Page 85: Pam Dechert Updated Webinar

A Blackbaud Company

7. We guarantee outstanding support.

Page 86: Pam Dechert Updated Webinar

A Blackbaud Company

User Support

EmailEmail

Online HelpOnline Help

Instant MessagingInstant Messaging

TelephoneTelephone

Page 87: Pam Dechert Updated Webinar

A Blackbaud Company

User Training – On Demand. Your pace. Your convenience.

Annual Training AgreementAnnual Training Agreement

Recorded Update SessionsRecorded Update Sessions

Crash CoursesCrash Courses

PodcastsPodcasts

Page 88: Pam Dechert Updated Webinar

A Blackbaud Company

8. We guarantee innovative tools.

Page 89: Pam Dechert Updated Webinar

A Blackbaud Company

Outlook emailWishlist

Raising More Money

Moves Management

Matching gift database

Prospect Research

Grant research

Online fundraising

Planned giving

Auction Software

Integration with best-in-class partners

Page 90: Pam Dechert Updated Webinar

A Blackbaud Company

Innovations Innovations

• eTapestry Mobile

•Included with your eTapestry service

•Specifically formatted for mobile use

•Fast

•Real time information – no syncing or downloading

Page 91: Pam Dechert Updated Webinar

Benchmark Reporting

• Benchmark Giving Dynamics, Status, Trends, Comparisons

Page 92: Pam Dechert Updated Webinar

Donor Loyalty

Page 93: Pam Dechert Updated Webinar

A Blackbaud Company

Innovations Innovations MapQuest integrationMapQuest integration

Page 94: Pam Dechert Updated Webinar

A Blackbaud Company

9. We guarantee fast, smooth implementation.

1. “Getting Started” call with your Account Executive

2. A dedicated Conversion Specialist

3. Training programs

4. Implementation specialist – if needed

Page 95: Pam Dechert Updated Webinar

A Blackbaud Company

10. We guarantee you’ll save money.

Consider these cost, beyond the software, that other systems require:

•No software to buy No software to buy •No hardware to purchase or updateNo hardware to purchase or update•No upgrades to installNo upgrades to install•No maintenance requiredNo maintenance required•No backups to makeNo backups to make•No travel for trainingNo travel for training•Add services when you need themAdd services when you need them•Remove services you don’t needRemove services you don’t need

Page 96: Pam Dechert Updated Webinar

A Blackbaud Company

We’ll be good for each other or it’s free. A unique offering in the nonprofit industry.

Page 97: Pam Dechert Updated Webinar

A Blackbaud Company

We’ll be good for each other or it’s free. No, really…

Page 98: Pam Dechert Updated Webinar

A Blackbaud Company

1. We guarantee you an Internet strategy.

2. We guarantee you broader access to your data.

3. We guarantee easy operation.

4. We guarantee better recordkeeping.

5. We guarantee improved communications.

6. We guarantee your data is secure.

7. We guarantee outstanding support.

8. We guarantee innovative tools.

9. We guarantee implementation in 30 - 90 days.

10. We guarantee you’ll save money.

Page 99: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry Investment Options…eTapestry Investment Options…

# of Accounts in your database

# Accounts

<500

501-1,000

1,001-5,000

5,001-15,000

15,001-25,000

25,001-35,000

35,001-45,000

Monthly Fee

FREE!

$37/month

$117/month

$172/month

$236/month

$289/month

$354/month

Page 100: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry Investment Options…eTapestry Investment Options…

# of Accounts in your database

# Accounts

<500

501-1,000

1,001-5,000

5,001-15,000

15,001-25,000

25,001-35,000

35,001-45,000

Monthly Fee

FREE!

$37/month

$117/month

$172/month

$236/month

$289/month

$354/month

Concurrent Users

# Users

1

Each Add’l

5 pack

Monthly Fee

Included

$50

$175

Page 101: Pam Dechert Updated Webinar

A Blackbaud Company

eTapestry Investment Options…eTapestry Investment Options…

Optional services – can be added at any time

•Telephone supportTelephone support•Annual Training Agreement Annual Training Agreement •Admin moduleAdmin module•Advanced EmailAdvanced Email•Advanced SecurityAdvanced Security•Document AttachmentsDocument Attachments•Donor / Alumni LoginDonor / Alumni Login•EcommerceEcommerce•Executive ReportingExecutive Reporting•Grant ExplorerGrant Explorer

•ImportImport•Matching Gift DatabaseMatching Gift Database•Moves ManagementMoves Management•Outlook integrationOutlook integration•Planned Giving CalculatorPlanned Giving Calculator•Prospect Research ServicesProspect Research Services•Segmented GiftsSegmented Gifts•WishListWishList•Website DevelopmentWebsite Development•Database Conversion optionsDatabase Conversion options

Page 102: Pam Dechert Updated Webinar

A Blackbaud Company

What’s next?What’s next?

1.1.We’ll discuss your unique needs.We’ll discuss your unique needs.2.2.We’ll build a custom proposal.We’ll build a custom proposal.3.3.We’ll provide a personalized We’ll provide a personalized

demonstration.demonstration.4.4.We’ll help you with every step of We’ll help you with every step of

implementation.implementation.

Your presenter:Your presenter: Pam DechertPam Dechert888-739-3827 888-739-3827 General sales ext 1General sales ext 1 My extension My extension x 7271x 7271 [email protected] [email protected]

Page 103: Pam Dechert Updated Webinar

A Blackbaud Company

Questions ?Questions ?

Your presenter:Your presenter:

Pam Dechert, CFRE, ePMTPam Dechert, CFRE, ePMT

Contact Info:Contact Info:888.739.3827 x7271888.739.3827 [email protected]@etapestry.com