Organize Your Donor Data With Telosa

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Organize Your Donor Data with Telosa October 21, 2009 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by

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Organize Your Donor Data with Telosa Presenters: Ann Troussieux, Telosa Andy Menefee, Telosa Kelly Joos, Valley Animal Center Becky Wiegand, TechSoup Sponsored by

Today’s Speakers Kelly Joos Valley Animal Center Ann Troussieux Telosa Becky Wiegand TechSoup Andy Menefee Telosa Answering Chat Questions Chris Fink, Telosa and Kami Griffiths, TechSoup

Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Telosa’s Background ,[object Object],[object Object],[object Object],[object Object]

What Is Exceed! Basic ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Why Exceed! Basic ,[object Object],[object Object],[object Object],[object Object]

Who We Are & How Exceed! Basic Helped Us!

Overall Benefits to Our Organization ,[object Object],[object Object],[object Object],[object Object]

TechSoup’s Discounted Telosa Product Additional information can be found at: http:// www.techsoup.org/stock/product.asp?catalog_name = TechSoupMain&category_name = Telosa&product_id =G-3108&Cat1= Telosa&CatCount =1

Gift Tracking and Payment History continued…

Easy Mail Merge for Donor Follow-Up continued…

Detailed Drill-Down Reporting continued…

Batch Thank Yous and Group Exports continued…

Email Blasts with Vertical Response continued…

Kelly’s Five Favorite Features ,[object Object],[object Object],[object Object],[object Object]

Kelly’s Five Favorite Features ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Donor Management Comparisons ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Get the Most Out of Telosa ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Get the Most Out of Telosa ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Exceed Basic Upgrade Options ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Questions? Submit your questions using the chat box.

Continue the Discussion… ,[object Object],[object Object]

Get the Most Out of TechSoup ,[object Object],[object Object],[object Object],[object Object],[object Object]

Upcoming Webinars ,[object Object],[object Object],[object Object],[object Object]

Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week: Monday 1:00 pm Mountain Standard Time (MST) Wednesday 9:00 am MST Thursday 1:00 pm MST Friday 9:00 am MST For more information: pages.readytalk.com/techsoup.html

Thank you! Please complete the post event survey! Becky Wiegand, becky@techsoup.org, 415-633-9476

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Organize Your Donor Data With Telosa

1. Organize Your Donor Data with Telosa October 21, 2009 Audio is only available by calling this number: Conference Call: 866-740-1260; Access Code: 6339392 Sponsored by

4. Organize Your Donor Data with Telosa Presenters: Ann Troussieux, Telosa Andy Menefee, Telosa Kelly Joos, Valley Animal Center Becky Wiegand, TechSoup Sponsored by

5. Today’s Speakers Kelly Joos Valley Animal Center Ann Troussieux Telosa Becky Wiegand TechSoup Andy Menefee Telosa Answering Chat Questions Chris Fink, Telosa and Kami Griffiths, TechSoup

7. Introduction to Exceed! Basic 3.0

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11. Who We Are & How Exceed! Basic Helped Us!

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13. TechSoup’s Discounted Telosa Product Additional information can be found at: http:// www.techsoup.org/stock/product.asp?catalog_name = TechSoupMain&category_name = Telosa&product_id =G-3108&Cat1= Telosa&CatCount =1

14. Digging Deeper: Features and Case Study

15. Exceed! Basic Features continued…

16. Customizability continued…

17. Gift Tracking and Payment History continued…

18. Easy Mail Merge for Donor Follow-Up continued…

19. Sample Thank You Letter continued…

20. Quick Reporting continued…

21. Easy Stats and Charts continued…

22. Detailed Drill-Down Reporting continued…

23. Sorting Features continued…

24. Batch Thank Yous and Group Exports continued…

25. Email Blasts with Vertical Response continued…

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28. Resources & Comparisons

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33. Questions? Submit your questions using the chat box.

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37. Thank you to our Webinar Sponsor! ReadyTalk offers dedicated product demos for TechSoup organizations 4 times per week: Monday 1:00 pm Mountain Standard Time (MST) Wednesday 9:00 am MST Thursday 1:00 pm MST Friday 9:00 am MST For more information: pages.readytalk.com/techsoup.html

38. Thank you! Please complete the post event survey! Becky Wiegand, becky@techsoup.org, 415-633-9476

Editor's Notes

This webinar will be most useful for organizations who are interested in starting a program and want a better sense of the process

Organize Your Donor Data With Telosa

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