2013 10-10 association management systems avectra
TRANSCRIPT
TRENDS IN ASSOCIATION
MANAGEMENT SYSTEMS
FEATURING AVECTRA
Thursday , October 10, 2013
8:30 am– 11:30am
Thrive. Grow. Achieve.
Seth Zarny, Partner - Raffa
Buu-Linh Tran, Sr. Manager - Raffa
Evette Collins, Account Executive - Raffa
JB Rauch, Director Product Marketing - Avectra
John Warner, VP of Sales Engineering - Avectra
WHAT’S ON TAP
2
Introductions Raffa Team
Avectra Team
AMS – What is it? Overview
Key Features
Latest Trends
Key Decision Points
Technology Platform
Product Demonstration Functions
Visibility
Flexibility
ROI
Q&A
DO YOU NEED THE NEW SOFTWARE?
3
Hint – Sometimes You Need to Change
Your Software!
MUTUAL INTRODUCTIONS
4
• Who is in the Room
• Your Organization– Number of employees & members
– Current accounting solutions
– Challenges
• Raffa Team– Seth Zarny
– Buu-Linh Tran
– Evette Collins
– Brief Background and Qualifications
• Avectra Team
- JB Rauch
- John Warner
JB RauchDirector Product Marketing703-506-7209 [email protected]
Abila finds its root in the Latin word habilitas, meaning aptitude,
competency or the power to act.
• Annual Upgrade Release
• Designed to IntegrateInnovative
• 8,000 Clients
• 300 EmployeesCommitted
• Founded 1993
• Merged with Abila 2013Experience
About Avectra
Abila & Avectra Product Line
Partners- Leverage Market Innovation
Donation History
Founded 1993
Advocacy Actions
Program Beneficiary
Social Media
McLean, VA
Implementation, Product and Business Partners
Enterprise Fundraising Clients
Donation History
Advocacy Actions
Program Beneficiary
Social Media
McLean, VA
Building a 360⁰ Constituent Profile
Member & Donation History
Event Participation
Gala Attendee
Advocacy Actions
Communication Preferences
Program Beneficiary
Social Media
Volunteer Activity
Program
DatabaseEvent
Database
Volunteer
Database
Donor
Database
Lifetime Value >$2,000
Lifetime Value >$5,000
Lifetime Value >$1,000Stop Gender Bias in Africa
Stop Human Trafficking in Thailand
Prevent Child Abuse in IndiaVolunteer, Prayer Partner Artist Partner, Church Group
Active in Justice Campaigns
$
Understanding Constituent Engagement
Constituent Data
Interests
Call to Action
Build Loyalty
Promote Outreach
Using Data to Build Relationships
Taking Relationships to the Next Level
Move Constituents Along a Relationship Building Pathway
Identify
Qualify
Cultivate
Solicit
NegotiateProcess
Steward
Stage 1Stage 2Id
enti
fy
Qu
alif
y
Cu
ltiv
ate
Solic
it
Ne
goti
ate
Pro
cess
Stew
ard
Stage 3
Stage 4
Stage 5
Stage 6
Stage 7
A Powerful, Single, Unified Platform
Best of Breed Partner
Components
Native netFORUM™ Components
360° View of aConstituent
Analytics
ReportsRelationships
Advocacy
Marketing
Workflows
eCommerce
Direct Mail
Finance
Major Gifts
Householding
Recognition/Awards
Contacts
Inquiries
Transactions
Credit Card
Communication
Profiles
Search
Expectations Sharing & Demo
Page 21
Thank you!
Seth Zarny – [email protected]
Buu-Linh Tran – Senior [email protected]
Evette Collins – Account [email protected]