Make sure you’re getting the most out of your DonorPerfect system.
When you’re starting out with DonorPerfect, we know you’ve got setup on your mind. But what about adopting day-to-day best practices and ensuring that you’re utilizing DonorPerfect’s powerful fundraising features to the fullest extent?
DonorPerfect’s HealthCheck could enhance the way you:
- Use your DonorPerfect system. Be confident knowing you’re utilizing DonorPerfect to its fullcapacity.
- Complete data entry by speeding up and automating tasks.
- Process and acknowledge gifts using our latest features and system updates.
During your HealthCheck, a DonorPerfect team member will:
- Review your DonorPerfect software package to ensure you’re using all included features.
- Introduce you to DonorPerfect’s latest features.
- Review data entry protocol, processes, and report details to ensure you’re working efficiently.
- Recommend that your staff perform administrative tasks that clean-up your system, such as: duplicate removal and inactivating unused codes, filters, reports, and more.
- Run Counter Report Listing on key fields to ensure you’re capturing data correctly.
- Review your mail merge templates, acknowledgments, security settings, DonorPerfect
- Payment Services status, and more
After your HealthCheck, you can choose to:
- Share your learnings with staff members to improve your workflow.
- Pursue training, products, or services recommended by your DonorPerfect HealthCheck consultant.