1. 6/17/2013 1
THE RAISER’S EDGE MOBILE APP
(i)

2. 6/17/2013 2
• This session is in listen-only mode.
• Please use the Q&A Panel to submit questions.
• The best way to hear the audio for this webinar is through your computer
speakers.
- Once you join the presentation, a small audio broadcast box will appear on
your screen and you will hear the host through your computer speakers.
- If this does not happen automatically, click on the Communicate menu in
your WebEx screen and select Join Audio Broadcast.
- If you cannot connect with the audio broadcast via your computer, you can
join using the teleconference. Use these steps:
• Leave the audio broadcast by clicking on Communicate > Leave Audio Broadcast.
• Get the teleconference number, click on Communicate > Join Teleconference.
• Teleconference information:
<Insert HERE>
HOUSE KEEPING….

3. 6/17/2013 3
Data Portability
- Optimized presentation of constituent
information for smartphone
- Up-to-date information for constituent
profiles—no more printing static copies
- Access recent gift data
- No more lugging around binders or laptops
- Add constituents as Favorites for offline
access
- Leverage native smartphone functions like
click-to-call, mapping, email, text
Ease of Update
- Meets users where they are used to
working
- Add/edit notes and call reports on the
road—right into the constituent record
- Complete your assigned actions and add
new actions
MOBILE FUNCTIONALITY

4. 6/17/2013 4
CONSTITUENT RECORD
Constituent Record
- Easy to read contact information
- Email, call or text right from the constituent
record
- See Details, Giving, Notes, Actions,
Relationships

5. 6/17/2013 5
CONSTITUENT RECORD DETAILS

6. 6/17/2013 6
CONSTITUENT GIVING HISTORY

7. 6/17/2013 7
ORGANIZATION RECORD

8. 6/17/2013 8
DASHBOARDS
Dashboards for
quick access to
gifts and actions

9. 6/17/2013 9
DEMO