It’s the age of e-learning, and while we jumped on the bandwagon a long time ago, we’re now really realizing just how crucial having virtual training options is for our clients. Whether you’re back at the office or still working from home, we have some online training courses to help keep you safe and feeling confident about how to use your ResultsPlus system. If you’ve brought on some new team members who will be working in ResultsPlus, or if you just need a little refresher, we encourage you to register yourself and your team for a class that fits your needs and schedule.
Read MoreChannel Your Inner Type A: Segmenting Donors
Even if you're typically relaxed, easy-going and go-with-the-flow, there's a little bit of Type A in all of us. When you're walking through the store and see a jar of peanut butter facing the wrong direction, one shirt unfolded, a roll of paper towel in the soup aisle... there's a little piece of all of us that gets driven a little crazy by these inconsistencies.
Read MoreHave no data import fear, ResultsPlus is here!
Importing data into your database can be a very efficient method for updating your donor information. For newbies or first-time importers, however, it can also be a bit intimidating.
Keeping Up with the Current
Microsoft has been promoting upgrades to their new Windows 10 in a big way. They are offering it as a limited-time free upgrade to qualified Windows 7 and Windows 8.1 users, and this may be getting people to consider it sooner than they might otherwise. New computers are coming with Windows 10 installed, though some will offer ‘downgrade rights’ if you’d prefer to start on a more familiar and well-tested version. We are currently testing ResultsPlus in the Windows 10 environment and all appears to be going smoothly. Once the testing is complete, we’ll announce official support for this newest version of Windows.
Read MoreMake the Change to ResultsPlus Projects
Anyone currently using EventsPlus should know by now that support for this legacy special event management application will soon be ending. That may be unsettling for those who prefer things to stay as they are, but with most change also comes new opportunity. In this case, the new Projects area of ResultsPlus is the new opportunity, and it’s designed to be a better fit for current-day event management.
Read MoreHidden Treasure
I’d be willing to bet that one of the most valuable features of ResultsPlus (or any donor management system, for that matter) is also one of the most under-utilized. I’m talking about constituent-relationship management: the fields in your database that allow you to define, record, monitor, compile, analyze, and report on your major donor cultivation progress.
Take a Detour: Making the most of ResultsPlus CRM shortcuts
Shortcuts can sure get a bum rap. They’re too often associated with negative concepts like laziness, poor quality and undesirable outcomes. But I’m a fan, and I personally think they have some pretty important uses. (Example: that store-bought pie crust I used for my Thanksgiving Day offering last week.)
Read More