Pam Dechert Updated Webinar
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Transcript of 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
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##
A Blackbaud Company
eTapestry eTapestry
The Complete SolutionThe Complete Solution
DatabaseDatabase
eCommerceeCommerce
Web ServicesWeb Services
eMaileMail
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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
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!
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.
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!
A group that is passionate about service
Who is eTapestry?Who is eTapestry?
People who love to have fun!
Who is eTapestry?Who is eTapestry?
A Blackbaud Company
1010
We’ll give you We’ll give you a Guarantee…a Guarantee…
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1. We guarantee you an Internet strategy.
A Blackbaud Company
Advanced Email
Database
Ecommerce
Website
Post OfficeChecks, Credit cards
through the mail or phone Text email
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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
A Blackbaud Company
eTapestry builds and hosts dynamic eTapestry builds and hosts dynamic CMS websites.CMS websites.
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# 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?
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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.
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……where the donor completes the online giving form.where the donor completes the online giving form.
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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
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…
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Online Donation Page
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Online Event Registration
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Memberships
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Online Volunteer Registration
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Honor & Memorial Gifts, Matching, Recurring Gifts..you name it.
Make a Gift
Event Sign-up
A multi-purpose page
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eTapestry Shopping Cart
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A Cart Order
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Confirmation Email
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eTapestry Personal/Project Fundraising
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Walkatons, Runathons, Bikeathons, Bowlathons…
You name it.
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Projects
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Mission Sponsorships, Volunteer Spring Break trips…
An Overall StrategyAn Overall Strategy
Get ConnectedBlogs, news, updates, facebook, twitter
Multiple Ways
To Support & Get Involved
Donate Now
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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…?
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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…?
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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
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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
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
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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
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…
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
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•Office•Home•Airport•Road•Multiple offices•Partner locations•PDA’s•anywhere
2. We guarantee you broader access to your data.
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3. We guarantee easy operation.
Welcome Page for each login…
A Blackbaud CompanyRuns in a web browser
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Search engine type lookups
A Blackbaud CompanyComplete info on one page
A Blackbaud CompanyComplete info on one page
A Blackbaud CompanyBuilt in reporting
A Blackbaud CompanyEasy setup, multiple output options
A Blackbaud CompanyDynamic report use
A Blackbaud CompanyDrill down navigation
A Blackbaud CompanyIntegrated tools
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4. We guarantee better recordkeeping.
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Relationships
Family or Businesses with multiple names to track
Constituent interactions
Future Contacts/Calendaring
Email Communication
4. We guarantee better recordkeeping.
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Track Relationships
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Relationships
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Relationships
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Track Relationships
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
A Blackbaud CompanyOutlook Integration
A Blackbaud CompanyEmail Communication
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Email Communication
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A Blackbaud CompanyFuture Contacts/Calendaring
A Blackbaud CompanyFuture Contacts/Calendaring
A Blackbaud CompanyFuture Contacts/Calendaring
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5. We guarantee improved communications.
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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..
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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 …?
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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
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Newsletter Templates
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Letter Templates
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Events & Invitation Templates
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Envelopes Templates
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6. We guarantee your data is secure.
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We take security seriously.
Encrypted dataEncrypted data
Redundant equipmentRedundant equipment
Automatic backupsAutomatic backups
Automatic updatesAutomatic updates
2 hosting centers – Indianapolis and Atlanta
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Sophisticated end-user security settings
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With complete details on all user activity.
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7. We guarantee outstanding support.
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User Support
EmailEmail
Online HelpOnline Help
Instant MessagingInstant Messaging
TelephoneTelephone
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User Training – On Demand. Your pace. Your convenience.
Annual Training AgreementAnnual Training Agreement
Recorded Update SessionsRecorded Update Sessions
Crash CoursesCrash Courses
PodcastsPodcasts
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8. We guarantee innovative tools.
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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
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Innovations Innovations
• eTapestry Mobile
•Included with your eTapestry service
•Specifically formatted for mobile use
•Fast
•Real time information – no syncing or downloading
Benchmark Reporting
• Benchmark Giving Dynamics, Status, Trends, Comparisons
Donor Loyalty
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Innovations Innovations MapQuest integrationMapQuest integration
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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
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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
A Blackbaud Company
We’ll be good for each other or it’s free. A unique offering in the nonprofit industry.
A Blackbaud Company
We’ll be good for each other or it’s free. No, really…
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.
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
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
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
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]
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