The Sharpest Prospecting Tool in the Box
The Prospecting Power of the TOTALS TABLE – Turbo Charged to do MORE
Prospecting in the Totals Table is all about focus. Focusing your research on the right prospects and focusing your team on the right data they need to do what they need to do.
You’ll love how the robust new features will streamline prospecting and strategizing from your research and screening results.
CUSTOM DATA LAYOUTS
Arrange, hide and even rename data columns so that each member of your team can swiftly pinpoint the PROSPECT INTELLIGENCE they need to achieve their distinct engagement and fundraising objectives.
ADVANCED SORTING, FILTERING, AND KEYWORD SEARCH
- Prioritizing Major Gift Officer engagement activities with laser focus on the prospects with the greatest giving capacity and demonstrated giving to causes like yours.
- Hosting successful fundraising events with invitation lists of the prospects with the greatest potential in selected cities or zip codes.
- Reaching and raising more from Annual Gift solicitations with mailing lists of your most loyal contributors.
PORTFOLIO MANAGEMENT AND CUSTOM FILE EXPORTS
Build role- and giving level-specific portfolios so field staff can take strategic action sooner.
ORGANIZE AND VIEW FROM WITHIN THE TABLE
Arrange, hide and even rename columns.