You CAN Have It All: Building a Proactive Lead Program That Works for Everyone

It seems so simple, doesn't it? "We need more prospects." But we know better than anyone where such an innocuous question may lead. Join us as we share our journey from four separate perspectives (Prospect Management, Prospect Research, Analytics, and Reporting) to build a holistic lead program that serves all of our colleagues and learn about the pain points, blind spots, and innovative solutions we found together.

Learning Objectives:

• Learn the fundamental tools for a holistic prospecting program that incorporates prospect management, research, analytics, and reporting and produces clear, actionable information for gift officers.
• Learn how to use basic reports and coordination to build a complex, dynamic and customizable system that drives decision-making.