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Www.etapestry.com Welcome!. Your presenter: Chip Muston Vice President, Sales.

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Presentation on theme: "Www.etapestry.com Welcome!. Your presenter: Chip Muston Vice President, Sales."— Presentation transcript:

1 Welcome!

2 Your presenter: Chip Muston Vice President, Sales

3 What today’s session is…

4 What today’s session is… What it is not…

5 Who is eTapestry?

6 Who is eTapestry? An organization dedicated to serving nonprofitsAn organization dedicated to serving nonprofits

7 Who is eTapestry? An organization dedicated to serving nonprofitsAn organization dedicated to serving nonprofits

8 Who is eTapestry? An organization dedicated to serving nonprofitsAn organization dedicated to serving nonprofits A fast growing, successful companyA fast growing, successful company

9 Who is eTapestry? An organization dedicated to serving nonprofitsAn organization dedicated to serving nonprofits A fast growing, successful companyA fast growing, successful company A company that thrives on innovationA company that thrives on innovation

10 Who is eTapestry? An organization dedicated to serving nonprofitsAn organization dedicated to serving nonprofits A fast growing, successful companyA fast growing, successful company A company that thrives on innovationA company that thrives on innovation A group that is passionate about serviceA group that is passionate about service

11 Who is eTapestry? An organization dedicated to serving nonprofitsAn organization dedicated to serving nonprofits A fast growing, successful companyA fast growing, successful company A company that thrives on innovationA company that thrives on innovation A group that is passionate about serviceA group that is passionate about service People who love to have fun!People who love to have fun!

12 Who is eTapestry?

13 What is our history? Founded by former execs at Master Software Corp. (bought out by Blackbaud)Founded by former execs at Master Software Corp. (bought out by Blackbaud) Introduced the first “Software as a Service” solution for nonprofits in 1999Introduced the first “Software as a Service” solution for nonprofits in 1999 In use by over 5000 nonprofit organizations around the worldIn use by over 5000 nonprofit organizations around the world

14 What do we do? …that’s the rest of the seminar.

15 We’ll give you a Guarantee…

16 1 We’ll give you a Guarantee…

17 2 We’ll give you a Guarantee…

18 3 We’ll give you a Guarantee…

19 4 We’ll give you a Guarantee…

20 5 We’ll give you a Guarantee…

21 6 We’ll give you a Guarantee…

22 7 We’ll give you a Guarantee…

23 8 We’ll give you a Guarantee…

24 9 We’ll give you a Guarantee…

25 10 We’ll give you a Guarantee…

26 1. We guarantee you an Internet strategy.

27

28 Advanced Database Ecommerce Website

29 Did you know there are 150 million active users on the Internet? Source: Pew Internet Research

30 Does your website make you look like this?... Did you know there are 150 million active users on the Internet? Source: Pew Internet Research

31 Does your website make you look like this?... …or this? Did you know there are 150 million active users on the Internet? Source: Pew Internet Research

32 eTapestry builds and hosts websites for more than 100 organizations.

33 eTapestry builds and hosts websites for more than 100 organizations.

34 eTapestry builds and hosts websites for more than 100 organizations.

35 eTapestry builds and hosts websites for more than 100 organizations.

36 Did you know that over 95% of Internet users have made an online purchase, but only 40% of nonprofit organizations offer online giving? Source: eTapestry surveys

37 Did you also know that the number 1 reason donors’ say they give online is convenience – it’s easier than writing a check. Source: Network for Good Did you know that over 95% of Internet users have made an online purchase, but only 40% of nonprofit organizations offer online giving? Source: eTapestry surveys

38 Or that online donors give more than offline donors? eTapestry customers average over $140 per online gift! Source: IATS Ticketmaster Did you know that over 95% of Internet users have made an online purchase, but only 40% of nonprofit organizations offer online giving? Source: eTapestry surveys Did you also know that the number 1 reason donors’ say they give online is convenience – it’s easier than writing a check. Source: Network for Good

39 We’re experts at online giving. We’ve built over 2100 pages for over 1250 organizations.

40 A link on your website connects donors to a custom online giving page.

41 …where the donor completes the online giving form.

42 IATS TicketMaster The gift information is automatically processed, and the donor is notified of their successful transaction.

43 IATS TicketMaster The money is then automatically deposited into your bank account, and the donor and gift recorded in eTapestry. Your Bank Account

44 Your eTapestry database Your donor has made a secure gift, conveniently and easily - and they already have their gift receipt in hand! The gift is automatically deposited in your bank. All of the donor and gift information is automatically recorded. Your fundraising efforts are growing! The Results…

45 Did you know that…? is the number 1 use of the Internet Over 91% of Internet users over the age of 65 use Over 50% of users say over half their business communication is done via Source: Pew Internet Research

46 is more cost effective than traditional mail communications. (“ marketing cost is ten percent of traditional direct mail campaigns. campaigns cost an average of $5- $7 per thousand records compared to $500-$700 to reach the same number of people thru traditional mail” Source: Gartner Group ) Did you know that…?

47 Did you know that…? quickly facilitates new avenues of giving. (Especially important when outside events impact your fundraising strategy (ie. Hurricane, tsunami, etc.). The time for a direct mail campaign can be prohibitive.)

48 eTapestry’s advanced provides a fully integrated tool…with full html editor

49 eTapestry’s advanced provides a fully integrated tool…access to all accounts – no import/export

50 eTapestry’s advanced provides a fully integrated tool…with spam checking and scheduling

51 eTapestry’s advanced provides a fully integrated tool…including delivery reports

52 eTapestry’s advanced provides a fully integrated tool…including delivery reports and click thru tracking

53 Your Internet strategy may become even more sophisticated and utilize additional tools…

54 Your Internet strategy may become even more sophisticated and utilize additional tools… Donor Login WishList Event Registration Personalized Fundraising

55 Advanced Database Ecommerce Website 1. We guarantee you an Internet strategy.

56 2. We guarantee you broader access to your data.

57 “I’ll be in New Orleans tonight and Albuquerque on Friday and Saturday and then Nashville for a week. Wherever I can plug in my laptop and get online, I have access to the full database.” Chris McCormick, Regional Dev. Dir., Upper Room Ministries "We decided we really liked that we could access our databases from home and give access to the system to board members who could use it when doing their 'asks.‘“ Ray Li, Development Director, Neighborhood House “Just to add to your board. On a Lufthansa flight headed to India and it is great to be able to access our database! Thanks.” Rich Sweeney, Dalit Network

58 How it works…

59 Office Home Airport Road Multiple offices Partner locations PDA’s anywhere 2. We guarantee you broader access to your data.

60 3. We guarantee easy operation.

61 3. We guarantee easy operation.

62 Getting started Wizard

63 Getting started Wizard

64 Getting started Wizard

65 Getting started Wizard

66 Runs in a web browser

67 Customizable home page view

68 Search engine type lookups

69 Complete info on one page

70 Complete info on one page

71 Customizable account page view

72 Built in reporting

73 Easy setup, multiple output options

74 Dynamic report use

75 Drill down navigation

76 Integrated tools

77 3. We guarantee easy operation. "I spent 18 years in software design on mainframes. I've spent lots of all-nighters installing software in various places. When these guys said, 'We'll take care of that for you,' I said 'Sign me up.'" Loren Friesen, Dir. of Dev., Newton Community & Healthcare Fdn "eTapestry is constantly updating and improving and they do it at night. We looked at a ton of software packages. I felt comfortable with eTapestry's cost and knowing that I didn't have to be a computer guru to make this happen." Judy Davidson, Director of Development, Pusch Ridge Academy

78 4. We guarantee better recordkeeping.

79 Relationships Family/Household Tracking Donor/Prospect interactions Future Contacts/Calendaring Communication 4. We guarantee better recordkeeping.

80 Relationships

81 Relationships

82 Relationships

83 Relationships

84 Relationships

85 Relationships

86 Relationships

87 Donor/Prospect 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

88 Future Contacts/Calendaring

89 Future Contacts/Calendaring

90 Future Contacts/Calendaring

91 Future Contacts/Calendaring

92 Communication

93 Communication

94 Communication

95 4. We guarantee better recordkeeping. “I spend my time now on the more strategic analysis elements. Having a database that allows me to do that is like a treat or a prize. It’s more fun and it’s much more productive in the long run.” Tina Burdett, Development Director, Center for Children and Families, Inc.

96 5. We guarantee improved communications.

97 We’ve already looked at communications tracking, outlook integration, and advanced …

98 Nationally, 17% to 20% of the US population moves each year. That means up to 1 in 5 of your mailing pieces may not go to the correct address. Source: US Postal Service Did you know …?

99 Did you know …? NCOA ProcessingNCOA Processing Telephone AppendingTelephone Appending Mass Duplicate MergeMass Duplicate Merge Nationally, 17% to 20% of the US population moves each year. That means up to 1 in 5 of your mailing pieces may not go to the correct address. Source: US Postal Service

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105 "I like to spice up our s with some graphics and our own logo. It makes a huge difference. It makes it look very professional and it improves the whole feel of our organization." Rick Hayhow - Kids Alive International 5. We guarantee improved communications.

106 6. We guarantee your data is secure.

107 2 hosting centers – Indianapolis and Louisville We take security seriously.

108 We take security seriously. Encrypted data Redundant equipment Automatic backups Automatic updates

109 We take security seriously. “Soon after Hurricane Katrina, we realized that our office suffered over 4 feet of flood water. Nearly all of our contents including hard drives containing over 20 years of information were simply gone. Having a partner like eTapestry enabled us to quickly gain critical information during this challenging time. Not only were we able to maintain our donor base, we had quick access to key contact information while evacuated around the country. It was one small triumph in a time of despair.” Tiffany Carter-Morris, Director Community Development, Methodist Health System Foundation, Inc., New Orleans, Louisiana

110 Sophisticated end-user security settings

111 Sophisticated end-user security settings

112 With complete details on all user activity.

113 6. We guarantee your data is secure. "I think people expect nonprofits to be responsible. The integrity of eTapestry's data is great, and this gives donors confidence that we know what we're doing." Lori Skelton, Director of Marketing and Development - Northwest Children's Home

114 7. We guarantee outstanding support.

115 7. We guarantee outstanding support. Janet, I can't say enough about how much we appreciate the help of everyone at eTapestry. The folks at eTapestry are the most helpful, consistently responsive people I've had the pleasure of working with. We sincerely appreciate everything that you do for us and all of the hard work you've done on our behalf. Paul Feeney

116 User Support Online Help Instant Messaging Telephone

117 User Training – at your pace, your convenience Lifetime Training Agreement Recorded Update Sessions Crash Courses Podcasts

118 7. We guarantee outstanding support. Erin, ALL of you are always so wonderful to work with, and I really appreciate your great attitudes and helpfulness. I've had nothing but top notch service starting with Paul at conversion to all of you on the support and training staff. It's a privilege to work with all of you. I appreciate your knowledge, your patience with me, your wonderful attitudes, and your great service. It's because of YOU that eTapestry is a success. Fran Erhard

119 8. We guarantee innovative tools.

120 Outlook Wishlist Raising More Money Moves Management Matching gift database NCOA Prospect Research Grant research Online fundraising Planned giving Integration with best-in-class partners

121 Innovations eTapestry Mobile Included with your eTapestry service Specifically formatted for mobile use Fast Real time information – no syncing or downloading

122 Donor Loyalty Survey A joint venture of eTapestry and Walker Information The Donor Loyalty Survey helps organizations build stronger relationships with their supporters. Innovations

123 Cross Database Reporting Innovations

124 Innovations Google maps integration

125 9. We guarantee implementation in 90 days.

126 1.“Getting Started” call with your Account Executive

127 1.“Getting Started” call with your Account Executive 2.A dedicated Conversion Specialist a.Data mapping b.Consulting call c.Data evaluation d.Final conversion

128 1.“Getting Started” call with your Account Executive 2.A dedicated Conversion Specialist a.Data mapping b.Consulting call c.Data evaluation d.Final conversion 3.Training programs a.Getting started b.Advanced c.Crash courses

129 1.“Getting Started” call with your Account Executive 2.A dedicated Conversion Specialist a.Data mapping b.Consulting call c.Data evaluation d.Final conversion 3.Training programs a.Getting started b.Advanced c.Crash courses 4.Implementation specialist – if needed

130 10. We guarantee you’ll save money.

131 10. We guarantee you’ll save money. Consider this: No software to buyNo 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

132 eTapestry Investment Options… # of Accounts in your database # Accounts < Monthly Fee FREE! $36/month $112/month $164/month $225/month $276/month $338/month

133 eTapestry Investment Options… # of Accounts in your database # Accounts < Monthly Fee FREE! $36/month $112/month $164/month $225/month $276/month $338/month Concurrent Users # Users 1 Each Add’l 5 pack Monthly Fee Included $50 $175

134 eTapestry Investment Options… Optional services – can be added at any time Telephone supportTelephone support Lifetime TrainingLifetime Training Admin moduleAdmin module Advanced Advanced Advanced SecurityAdvanced Security Document AttachmentsDocument Attachments Donor LoginDonor 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

135 “That was the big decision-maker right there—not having to make a big purchase to get started. Why not try it? I think it’s great, and eTapestry is maintaining it all. I don’t have to worry about it.” Maureen McDonald, Moonlight Cultural Center 10. We guarantee you’ll save money.

136 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 90 days. 10. We guarantee you’ll save money.

137 What’s next?

138 What’s next? 1.We’ll discuss your unique needs. 2.We’ll build a custom proposal. 3.We’ll provide a personalized demonstration. 4.We’ll help you with every step of implementation.

139 Thank you! x234


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