DonorPerfect Enables Automated Workflows in Fundraising Software With SmartActions
Horsham, PA, March 27, 2009 — SofterWare, Inc., developer of DonorPerfect fundraising software solutions, has announced the release of SmartActions™ automated business rules with its web-based DonorPerfect Online constituent relationship management (CRM) solution. SmartActions™ enables nonprofits to set up workflow procedures that their DonorPerfect Online system will carry out automatically when certain predefined conditions are met.
Jon Biedermann, Vice President of SofterWare, explained “There is no longer a need for nonprofits to spend thousands of dollars configuring and customizing a fundraising system. With SmartActions™, they’ll save time by automating fundraising tasks based on their exact specifications. For example, if a gift of $500 or more is entered into DonorPerfect, an email notification can be sent to the Development Director and a follow-up call can be set up in the DonorPerfect Online Contact Manager, enhancing donor cultivation and retention efforts that are so necessary in today’s economy.”
Utilizing a simple step-by-step wizard setup, nonprofits can create pop-up alerts and reminders, send emails, enter data into fields, and launch websites – all without programming and done automatically. They can even combine these actions with filters to meet specific conditions, and there is no limit to the number of SmartActions™ a nonprofit can create.
Mr. Biedermann explained, “This level of automated workflow processing is unique to DonorPerfect Online. Most fundraising solutions either don’t offer this option at all or have limited capabilities that require complex programming to perform even the simplest tasks. DonorPerfect Online’s SmartActions™ will save nonprofits a great deal of time, and eliminate errors and missed opportunities due to forgetfulness. Best of all, SmartActions™ is free to every user of the DonorPerfect Online System, and is included as one of the many benefits of providing our systems as SaaS (Software as a Solution).”
DonorPerfect will be demonstrating SmartActions™ at the AFP International Conference in New Orleans – booth # 500. In addition, all nonprofits are invited to learn more at a Wine & Cheese reception Monday, March 30, 2009 from 5:15 to 6:30 PM at the Hilton New Orleans Riverside Hotel in Marlborough “A” room.