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Smart Software,
Innovative tools give you the actionable insights you need to know when to reach out and what to say.
Integrated Tools for Next-Level Fundraising Success
MarketSmart’s Smart Software isn’t just about the tools—it’s about how they work together to deliver results that drive your mission forward. From the moment your System launches and your dashboard begins to populate with opportunity, you’ll see everything clearly, making it easy to decide who to reach out to next and why.
Instant Insights,
Dependable Prioritization
Once your dashboard is live, it’s not just data—it’s direction driven by your supporters. Immediately, you’ll know:
Who’s recently
engaged?
See which supporters are actively engaging with your ‘virtual gift officer’ and online content, as recent interactions signal readiness for outreach—making them 700% more likely to accept your outreach.
Who has the highest score signaling outreach readiness?
Prioritize your outreach efforts based on your supporters’ survey responses and engagement recency, frequency, and depth.
What’s the highlight reel of their engagement journey?
Quickly review their online engagement patterns—key actions and behaviors online that signal readiness to relate with you one-to-one and consider a major gift of assets.
This donor-driven approach ensures you’re always focusing on the most promising opportunities based on your supporters’ input and feedback, especially related to their timing.
Cut Qualification Time
from Months to Minutes
Traditional methods like prospect research tools and wealth screening can be useful, but they often produce too many false positives, wasting valuable time for gift officers. Our intuitive dashboard, seamlessly integrated with your CRM, changes that. With our tools, supporters can self-qualify, dramatically reducing your staff’s workload.
By letting your supporters drive the process, you’ll quickly see which ones are ready and qualified for outreach, without the long delays and frustration commonly associated with traditional identification and assignment processes.
A System Built
for Success
Our software brings together a suite of powerful tools, each contributing to your overall fundraising success. But it’s not just about individual features—it’s about how they come together to create a smart system for fundraising:
Engagement Tools, Surveys & Feedback Loops
Collect supporter feedback through expertly crafted surveys to gain insights into donor stories, interests, motivations and timing. Then our algorithm will score what they say along with what they do online as they engage with your ‘virtual gift officer’ and online content.
Virtual Gift Officer
Automation that works long after your teams have gone home, extending your reach with email automation and connecting with your database.
Donor Advised Funds (DAF) Widget
Make it easy for donors to give with our free, easy-to-integrate DAF Widget. Available to all, this tool connects your supporters to over 900 donor-advised funds, right from your website.
Digital Content
We handle all content creation for your campaigns, ensuring your story is told in a way that resonates with supporters, drives engagement and helps them move themselves forward in their gift consideration continuums.
Instant Qualification Transcends Traditional Identification
The real magic of MarketSmart’s Engagement Fundraising System is how quickly supporters self-qualify within your system. The moment you launch, you will understand:
- Why they care
- What they care about
- How they’d consider giving
- When they’re ready to move forward
With a donor-driven system you’re always one step ahead, focusing your efforts where they matter most.
Fundraising Climate Change Report: Navigate fundraising climate change and learn to thrive amid unengaged donors, dropping retention rates, and rising competition.
