CHAPTER 1TRAINING INTRODUCTION
Raiser’s Edge Software Training
General Information
Purpose of Software
Be successful in fundraising
Decrease Costs
Raise More Money
Stand Out from the Competition
Benefits of Raiser’s Edge
Relationship Cultivation
Contact Management
Diversify Fundraising Funds
Communication
Automating Processes
Data Security
General Information continued
Action Tab Relationships
How they are built Developed Cultivated Chronological
Reports Detailed information Who is doing what Keep track of all contact Keep track of all action
Reminders Timely Appropriate Staff
General Information
Action Tab Continued Information MUST be recorded about any and all:
Telephone Conversations E-mails Personal Visits Meetings Seminars Mail Contact
Next
This was a very brief introduction to what this software can do for you.
This Chapter of the training focuses on the uses of the Action Tab which the training will focus on.