Deep Data Discovery. Made Easy. Prospecting and Analysis without - PowerPoint PPT Presentation

Mar 11, 2023 •552 likes •749 views

Deep Data Discovery. Made Easy. Prospecting and Analysis without Having to Wait on Your Reporting Team. Daniel Ross daniel.ross@advizorsolutions.com @danielwross Andrea Heitz @andreaheitz a.heitz@tcu.edu Database Conversion 2015 AKA

Deep Data Discovery. Made Easy. Prospecting and Analysis without Having to Wait on Your Reporting Team.
Daniel Ross daniel.ross@advizorsolutions.com @danielwross
Andrea Heitz @andreaheitz a.heitz@tcu.edu
Database Conversion 2015 AKA “ADDIE” Post conversion challenges: • 2 weeks lead time on reports • Research placed too much demand on reporting • Urgent need for prospecting reports
82% Reduction in Report Requests
Killed the “Cycle of Pain” Freed up time to focus on strategic initiatives: • Create New Custom Dashboards • Complete redesign of Gift Receipts and Acknowledgements • Successful Advance Upgrade • Development of KPI Tracking Solution
ADVIZOR Complements Reporting AKA “ADDIE” & Reports: Data Discovery: • Pre-structured • Ad Hoc • Quick • Don’t Know the ?’s • Essential Facts • Want to See Stories
What do you do when a gift officer calls you because of a cancelled appointment? Before After • • Submit a report request Instantly find prospects near gift officer • • Wait 2 Weeks Quickly find the most engaged prospects • • Miss Opportunities Create ask level based on capacity
Capacity Rating Attachment Score
Predictive Model – Explanatory Factors # Committees # Gifts Last # Gifts Last # Student # Reunions # Sports 5 Years 6-10 Year Activities Last 10 Years
Happy Surprises! Relationships Among Prospects Relationship with Data Relationships with ADVIZOR
There are highly engaged and high capacity donors hiding in your data. + • 6 new ratings at $1 million+ • 87 new ratings at $100,000-$999,999 • 3 new ratings at less than $100,000 • Total of 96 newly rated prospects found hidden in the data
Big Wins! +
Bringing dead prospects back to life!
Segmentation. The key to increasing revenue by sending and calling less. Bringing dead prospects back to life!
Prioritizing Existing Lists Create Attachment Score in ADVIZOR from Excel file/s
Created Planned Giving Model
Factors in TCU Planned Giving Model
Andrea Heitz a.heitz@tcu.edu @andreaheitz Daniel Ross daniel.ross@advizorsolutions.com @danielwross

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