Now that we’re living in a world of Zoom meetings and Google hangouts, we wanted to give fundraisers a way to keep track of their virtual donor visits. Our product and engineering teams worked overtime to ship this brand new feature. Today we’re proud to announce that you can now schedule and manage virtual visits in EverTrue.
On a recent webinar, we asked attendees if they’ve started counting video chats toward gift officer activity goals. 52% of advancement teams have started counting “virtual visits” in the last two weeks.
One out of three development teams already counted video chats toward activity goals, so 85% of teams now count video chats as donor meetings.
Watch this video to see the new features in action.
These new features lets fundraisers use their preferred video platform — Zoom, Google Hangouts, Skype, Microsoft Teams, Slack, and more — to manage and start virtual meetings with major gift prospects. And it’s available in EverTrue on web, iOS, and Android.
Once they’ve chatted with their donor, fundraisers can enter a contact report from their smartphone or laptop. Every interaction they log in EverTrue immediately becomes searchable by keyword and syncs back to their database.
See more how EverTrue’s Relationship Management platform helps fundraisers work from anywhere, manage portfolios, and discover new major gift prospects. Request a demo today.
Here’s EverTrue’s take on the novel coronavirus pandemic and its impact on advancement: We don’t have all the answers, but we’re going to learn from each other and share best practices for remote fundraising, working from home, managing fundraisers remotely, and handling uncertainty. Bookmark this page and subscribe for ongoing updates.