engage. raise. measure. · "evertrue has been a game changer for us. it's the first...
TRANSCRIPT
Engage. Raise. Measure.
Our mission is to build relationships in pursuit of a better world.
MJDear SMU,,
I was so excited to hear that SMU and UT Southwestern are working together to make face shields for healthcare frontline workers. As an alum of both institutions, thank you for collaborating and protecting fellow physicians.
Keep up the great work,
Sincerely,Matt Judd, MD
Technology has transformed our daily lives.
Remember Matt?
995
43% of the average institution’s
high-capacity, digitally engaged donors, remain unassigned.
0% of your donors/prospects
are engaging in traditional ways right now.
32% of the US population is spending
more time on social platforms. Globally it is up 44%.
✔ Constantly refreshed information
✔ Facebook engagement tracking
✔ Employer, title, location, and industry info
✔ Wealth events, as they are happening
✔ Interests pulled from digital footprint
✔ Social media profiles, urls, and follower counts
✔ Contact information
✔ Title, company, industry changes
TrueView Profiles:
The Best Data From Across the Web
Using Facebook for Social Prospecting
Flip the Pyramid: Start with Engagement
Engage
Qualify
Assign
Solicit
Retain
Engagement During a Pandemic!
Engagement During a Pandemic!
Turning Engagement Into Action:
600+ Engaged
12 Assigned to Development officers
23 Rated but Unassigned
Pass to the right people
147Engaged
10 Assigned to Development officers
10 Rated but Unassigned
Pass to the right people
✔ Prospect, No Assignment
✔ Alum from 1989
✔ Lapsed Donor
✔ 600+ Engagements on FB
✔ $50k capacity
Turning Engagement Into Action:
Using Facebook Data in Real Life
"EverTrue has been a game changer for us. It's the first product we saw that was an effective way to gain insights and take action on social media data."
Jacob Astley, Senior Director of Prospect Development
In three years, OSU identified 700 new major gift prospects, created $50mm of pipeline, and closed $300k with $3mm more in proposal.
OSUF has 54 Facebook pages that they review against their 327,000+ constituents
How does this look in action?
25% engaged on a
FB post
32% left a comment
575+ over 50 comments200+ over 100 comments
7,000+ are rated at a
major gift
2,400 of these left a comment
TCU asked alumni via Facebook to comment with their favorite professor.
✔ 98 “likes”, 179 comments
✔ 105 comments matched in ET
✔ Match to retiring professors, professorships, recently passed, research in their area
Using Linkedin for Social Prospecting
>98% of Recent Alumni Career
Changes Aren’t Reflected in Traditional Databases.
Recent” defined as last 90 days.
Over 23,000 alum from your universities changed jobs in the last 90 days! The average institution had over 3,500 changes
On average your over 300 alum at each institution took jobs with C-suite, President or Owner titles
Popular industries: Healthcare, Law Practice, Higher Education, Financial Services, Computer Software, etc.
APRA North TX Alumni in the last 90 days
Prospecting LinkedIn Job Changes...
Formerly...
When You Blend It All Together!
✔ Engagement on Facebook
✔ Interests on the web
✔ Change in Career
✔ New wealth event
✔ Event Attendance
✔ Mentor, Volunteer, Donation Activity
Actionable Data
✔ Prospect, No Assignment
✔ Class Year, Major, Constituency
✔ Donation History
✔ Student Activities
✔ Wealth Capacity
CRM Data vs.
It’s no fun doing this manually and impossible to track in traditional databases.
Complex Workflows
Poor Access to Data
Incomplete Data
Challenging Collaboration
Lack of Best-in-Class Integrations
✔ Career changes quarterly
✔ Digital affinity
✔ Social interests
✔ Wealth insights
✔ CRM agnostic
Fresh Data
✔ Interest-based discovery
✔ Push to the right DO
✔ Qualified/Disqualified
✔ Aging/Thresholding
✔ Displayed for easy access
Smooth Workflows
✔ Trip planning
✔ Tracking changes to donor
✔ Stages updates back to CRM
✔ Accountability
✔ Mobile
World-Class User Experience
EverTrue Overview
Ideas for Getting Started
Taking Today’s Presentation Back to the “Office”
✔ Use the same process/procedure with social data that you use with wealth data - while it is public, it is important to be mindful in how you provide the data to your colleagues
✔ Work with communications to be sure your priority projects have some social media coverage
✔ Following comments - the good, bad and ugly - is important. Engagement comes in all forms and it might be a way to turn around a conversation.
✔ TRY IT OUT… get the data, run a test, figure out who is engaging and pass to those soliciting
EverTrue Resources for Prospect Development
✔ Prospect Development during COVID-19
✔ LIVE Q&A with Chris Campbell - OSUF
✔ The Stock Market, Net Worth & Prospect Development During COVID-19
✔ Prospect Research - Product Info✔ Customer Stories
#1Highest-rated advancement software
500+Higher Ed Partners
51Of the Top 100 US News & World Report Universities
