The full story:
For the frontline team, EverTrue has become a “one-stop-shop” for prospecting. Instead of going to multiple different sources for information—which would take up to an hour—development officers can click on a constituent’s profile in EverTrue, have all the information at their fingertips, and decide whether or not to pursue the prospect.
Michael Randall, Director of Major and Planned Gifts at Salem State, uses EverTrue to prepare for meetings, assess the donor’s interests, and record notes after meetings. Plus, with a Google Maps view of constituents, he can quickly add visits to trips and fill in canceled meetings. Because of updated career information in EverTrue, the advancement services team no longer wastes time cleaning up career information. Instead, they can focus their efforts on making the fundraising team more successful.
Before monthly prospect meetings, Salem State’s Director of Advancement Services Jeannie Patch relies on EverTrue to compile fresh lists of prospects for development officers. The platform has been a “big time-saver” whether she is performing quick research on an alum or working to infuse the pipeline with new names.
With over 50 programs and events annually, Salem State works tirelessly to build relationships with alumni and friends. EverTrue facilitates this process by helping the event planning team identify the best alumni to reach out to. Using EverTrue, Salem State’s Director of Alumni Affairs Mandy Ray is able to segment alumni by any criteria she chooses—including reunion year, major, location, industry, giving history, Facebook engagement, and more. Instead of submitting a request to the data team, EverTrue empowers Mandy and her team to instantly pull the information they need and target specific alumni for event and volunteer opportunities.
