research point learnlab_bbcon2012

Unlock the Power of ResearchPoint™

What is ResearchPoint™?

ResearchPoint is a web-based prospect management tool that includes the following features:• Wealth screening and analysis• Cold prospecting tools• Integration with The Raiser’s

Edge®

Objectives• Leverage real estate and business sources to identify proper

addresses for cold prospects, using partial information.

• View the homes of selected top prospects on a map of the Unites States, using satellite images.

• Learn about philanthropic interests and capacity.

• Identify corporate and non-profit board membership connections between top prospects using the Extended Networks feature.

Logging into ResearchPoint

Logging In to The System

For today’s lab:

Username: BBConAmandaTePassword: Blackbaud1

The Big Picture

SCENARIOI met Steven Ballmer at an art museum opening

last night, and I would like to research him for our

own organization.

Home Page

In the Name or ID field, type:

Steven Ballmer

Search Results

Target Analytics Prospecting Database

Data is prematched and stored in the Target Analytics Prospecting Database

Search the Target Analytics Prospecting Database through ResearchPoint

Review the data that is returned, and add a new record to ResearchPoint for further research

Search the TA Database

TA Database Results

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1. Change Sort order

2. View More Detail on a record

3. Review real estate and/or business information

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Business Results

TA Database Results

Add to ResearchPoint

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Geocode and map an address

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Find prospects nearby

Hover your pointer over Ballmer’s Icon and select radius search

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Find Ballmer’s philanthropy

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Confirm as appropriate

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Identify network connections

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Review and confirm other items

• Stock • Income• Political gifts• Biographical (Who’s Who)• Wealth indicators (Larkspur)

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Generate a profile

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