Serenic DonorVision is the fundraising and development component of the Serenic Software suite.
Serenic DonorVision is fully integrated with all other areas of the Serenic system including Serenic Navigator financial management. This allows development staff to make contribution entries that flow immediately and accurately into the accounting system, eliminating duplicate entry and ensuring correlation between accounting and development data.
DonorVision tracks a wealth of donor and constituent information including address and communication information, education and employment information, history of interactions and contributions, affiliations and relationships to other donors and constituents, and even document and picture attachments.
DonorVision includes a comprehensive fundraising, development, and constituent management feature set.
DonorVision Fundraising Software Includes:
- Company and individual donor/constituent records
- Multiple addresses and phone/fax/e-mail with history
- Affiliations, relationships, interests, preferences, skills
- Contact and to-do synchronization with Microsoft Outlook
- Interactions/communications tracking and history
- Multi-level campaign, appeal, designation structure
- Goals, targets, and budgets with campaign response tracking
- Multiple solicitors and solicitor activity tracking
- Gifts, pledges, honor/memorial and matching gifts, soft credits
- Gifts of stock, property, gifts-in-kind
- Acknowledgements and pledge reminders
- Mail-merge templates for Microsoft Word
- E-mail logging with Microsoft Exchange Server
- Document attachments
DonorVision provides easy, flexible creation of target groups for any communication or solicitation effort. Use categories to track interests, skills, hobbies – any attribute that you use to track your constituents’ interest in or relationship to your organization.
With DonorVision you can track communications to and from donors and other constituents, plan and execute campaigns and appeals, track to-do's and activities, and schedule tasks. An interaction history automatically logs each communication, including detailed notes.
Because DonorVision is built on the Microsoft Dynamics NAV platform, it fully leverages Microsoft Office via direct integration with Outlook, Word, and Excel. Calendars, tasks, letters, and mail activities can be automatically synchronized with Microsoft Office.
Improve Fundraising/Development Processes, Measure Results
DonorVision's robust, Microsoft-powered functionality empowers fundraising/development management and staff to be more effective, streamline processes, and measure results. Seamless integration with Serenic Navigator allows for automatic synchronization of fundraising and financial information.
Want to see Serenic Navigator for Microsoft Dynamics NAV in Action? Contact us today!