Constituents

“Comprehensive demographic data is maintained for all corporations, organizations, and people on your system.

Data is displayed graphically for gift histories, relationship trees, and other data such as RFM, pledge status and involvement.

Campaigns

“Complete campaign management information including real time gift totals, participation statistics and expense totals.

Campaign data includes detailed totals as well as graphical displays of totals, trends, and KPI's (Key Performance Indicators).

Prospect Management

“A complete, dedicated prospect tracking system is included that can track multiple proposals for each prospect.

The unique Opportunity Management Index (OMI) individually grades each proposal based on criteria which you specify.

Gifts and Pledges

“The comprehensive gift and pledge processing system is fully auditable and supports all requirements of FASB and the IRS.

Each gift can have multiple designations as well as multiple soft credits, multiple tributes, and multiple premiums.

Reports

“Affinaquest is delivered with a number of standard reports and charts which can be used as templates to create your own reports.

Users can further customize reports with the Salesforce drag and drop reporting interface.

Dashboards

“Get the real-time status of your organization at a glance. Dashboards graphically display your organization’s key performance indicators.

Personalize them by department, role, or even individual, so everyone sees only the information most relevant to him/her.

Collaboration

“Salesforce Chatter is a brand-new way to collaborate with people at work where the status of important projects and prospects are automatically pushed to you.

Monitor the people, gifts, and projects that matter most in real time.