Who should I involve?
working with an org that has/wants Salesforce
Jimmy
DD - ED - CEO / VP - Legal - CEO (validated via documented email)
DECISION PROCESS, score of 2
Gain an understanding of fundraising economics, along with positive and negative implications of finding (or not finding) a solution
Stage 2: Discovery
The difference between the negative and positive outcomes. A reason to make the change.
Delta
process to closed/won a deal
working with a client that uses Kindful
Meredith
Bob (CEO) - Validated he is aware of the conversation and it is a priority
ECONOMIC BUYER, score of 1
Negotiate and finalize terms of the contract
Stage 7: Negotiate & Close
How important is it that your fundraising tools are easy to use for your team?
Organizational Ease of Use & Control
First thing you should do when you get a new account
de-dupe
need a specialized demo of classy manager or Salesforce
SE team (Christa and Phil)
EOY Appeal. Soft date of December 15th, MAP working towards it.
COMPELLING EVENT, score of 1
Build a business case and prepare for Economic Buyer engagement by testing our champion
Stage 3: Scope
We know conversion is top of mind for many organizations, how do you ensure your pages are converting at the highest rate possible? What’s your organization's current donor conversion rate?
World Class Donation & Fundraising Experience
adding more than one person from an org into cadence
multi-threading
working with a consultant
Erin
Need $50K to fund program serving the homeless, the only way to get the funding is through individual giving, not leveraging P2P will prohibit them from housing 50 homeless people.
IDENTIFY PAIN, score of 2
Critical review and validation of all information established thus far (MEDDICC, BVA, MAP)
Stage 4: Go/No-Go
How important is using a platform with the highest level of transaction compliance to you, compared to other priorities?
Top-Notch Support, Security & Infrastructure
when a prospect doesn't show up for a SDR pass call
check the no show box on the opportunity and alert the SDR
need to scope implementation, and bonus 100 points if you can say what stage in the deal we should do this
Stina, stage 4
BVA sent / $50K DP / $40K P2P
METRIC, score of 1
Product demonstration is complete with decision call booked
Stage 5: Validate Solution
We often hear that time spent reconciling fund deposits is a huge undertaking for accounting teams, is this something you’re experiencing as well?
Game Changing Payment Processor // Classy Pay
MDB future campaign is created + main initiative future campaign
Stage 2