Goal: Educate us about you and your mission, and then learn how Bloomerang can help you.
How do we achieve this goal?
Have a casual and frank conversation about your organization and what will help you do your job more effectively and efficiently.
Educate us about your mission and the vision of your organization
Understand your organization’s current pain points — why make a switch? We’ll look at things like your number of donors, current system, average gift size, donor retention rate, database cost range, etc.
Expectations: You and your savvy Bloomerang sales rep decide together if Bloomerang is right for your organization. If the answer is yes, you’ll move on to the next step.
Goal: To demonstrate to all decision-makers how Bloomerang can solve your current CRM problems and pain points.
How do we achieve this goal?
Create and walk-through a customized live demonstration of Bloomerang based on the pain points discussed in the Needs Analysis and the proposed solution agreed upon in the Proposal Review. This will ensure that you have the information you need to make an informed decision.
Expectations: Determine at the end of the demonstration if Bloomerang is the best fit for your organization and if you’d like to move forward with us.
Why This All Matters
The above method helps you make informed decisions based upon your most important objectives, NOT on solutions that look nice but do not meet your main objectives.
We want long-term, happy customers. It’s our job to find happy customers just as much as it is to find those who won’t be!
This transparency on both sides encourages genuine conversation, truly-informed decisions, and, let’s be honest, it’s more fun!
Clean data is the key to a successful donor database. That’s why we’ve developed a list of data append services – such as NCOA processing, email append, deceased suppression and more – that we believe can help you overcome common obstacles to donor and prospect communication.
DonorSearch – Prospect Research Tool
With the DonorSearch add-on module, you can quickly and easily get previous giving history and detailed wealth information on your prospects right from inside Bloomerang.
When changing databases, most organizations find it helpful to have some personal attention in setting up their donor codes, event and volunteer codes, and special reports, or to simply get started off in the right direction. A one-hour session ($175) can make a world of difference!
All of our customers have unlimited email and chat support. But sometimes it’s just easier to pick up the phone and talk to someone.
Review your donor retention rate and view suggestions for improvement, and take a quick look at incoming donations for the week, month, and year. Check in on your current campaign’s success, build and knock out that “to-do” list, and access recent reports and accounts with one click
Giving Summary & Engagement Level™
Get an at-a-glance view of an individual constituent’s giving summary, as well as their engagement level – which is based on past interactions. Donor engagement is measured in “cold,” “warm,” “hot,” and “on fire!”