When I lead tours or teach classes, one of the most common refrains I hear from organizations is that they feel as if FundRaiser Software can do so much more than they’re currently using it for and they’re not sure how to tap into that potential. They’re not alone. So the question becomes, how can you utilize the software to its potential?
In many ways I feel like we may use this line of thinking to pressure ourselves. Honestly, if what you’re doing works for your organization, then keep doing it. Always think about more information or more reporting that you may want to see. There’s never any harm in doing more with your data to find out about your donors and their giving history. Yet, more for the sake of more never leads to good results.
- Be strategic.
Think about how you’re using the software currently and what you’d like to get from it. Are you utilizing all the codes for gifts, for example? (Motivation, Fund, Purpose, Solicitor) What reports would you like to have but aren’t receiving currently? Can you use it to process your thank you letters or regular correspondence? Making a “wish list” isn’t a bad idea, and it can help you focus on what you want, rather than what you believe you need.
- Be consistent.
The database can only provide the information that is being placed into it. If your organization isn’t using gift codes in a consistent manner, for example, it might affect your deposit or donation reports. Make sure that everyone is on the same page with data entry.
- Make incremental changes.
One of the biggest reasons why I see organizations not getting the most out of their software is that they get overwhelmed. Instead of trying to do everything at once, think about taking one small, but significant step, toward obtaining your goals. Then, another, and another, until you feel that you’re utilizing the software effectively.
The biggest ally you have in getting the most out of your software is us! Our support and training departments would be happy to discuss your needs with you and how to make that happen. Please feel free to reach out to us with your questions.