Cultivating Relationships with Donors
Every donor has different needs and preferences. What are their interests? How involved are they in the organization?
Portfolio supports the relationship building and cultivation activities required for foundation, major, and planned gifts.
• Robust moves management functionality
• Assign and manage donors and prospects
• Create individualized communication plans
• Send and record emails directly in the system
• Maintain a detailed history of all
correspondence
• Integrate seamlessly with SimioCloud
Portfolio also tracks volunteer and special event information, providing you a 360° view of your constituents.
• ALL Constituents
• ALL Donations
• ALL Touchpoints
• ONE Database
Direct Marketing/Fundraising Support
Donor giving is expanding into many channels. Portfolio was specifically designed to make it easier for nonprofit organizations with special requirements for:
• Omnichannel support
• High-level strategic planning and complex analytical reporting
• Multi-dimensional segmentation
• High-volume, highly targeted, multi appeal support
The same tools support Amergent’s agency client programs. Portfolio’s campaign management and segmentation functionality are powerful and flexible, and distinguish the Portfolio system from other solutions.
Ease of Use
• Full English Displays
• Graphical User Interface
• Client-Specific Coding/Field Labels
• Automated Reports and Dashboards
• Flexible Security Model, by function, by job and multi-site organization management
• Comprehensive Online Help
Implementation and Ongoing Support
Amergent’s Portfolio software distinguishes us as a leader in the nonprofit enterprise CRM solution space. But what really sets us apart is our loyal, longstanding client service. We think of each client as a partner.
Each Portfolio implementation begins with a comprehensive needs analysis/discovery phase. We identify the installation, conversion, customization, and training services you’ll need to set you up for success.
Once you’re up and running on Portfolio, you’ll have access to a dedicated Amergent Division support team of specialists in fundraising and database systems. This team will provide a full array of end-user support, technical support, and data management services to ensure that you get the most out of your Portfolio system.
Flexible, User-Friendly Reporting and Dashboards
We use a robust library of standard reports designed by direct marketers to support all your fundraising efforts.
• Interactive dashboards allow users to easily monitor key data points
• Powerful ad-hoc reporting features enable users to create and save their own queries and dashboards
• A user-friendly interface allows for easy distribution of reports via email
Consistently Evolving & Improving
We take the time to understand your unique needs and implement a complete solution. Below are sample of past enhancements and integrations:
• Giving societies, clubs, and donor role calculations
• Membership level and expiration date calculation
• Inventory management
• Third-party credit card processors
• In-house remittance processors
• Digital marketing vendors
