Customer Roundtable: Diving into Precision Prospecting within Big Data Sets
Tuesday, September 17th, at 1:00 PM ET / 10:00 AM PT
Prospect Researchers operate their organizations’ proverbial floodgates, controlling the flow of data and new, qualified prospects into workflows, systems, and portfolios. But, how does a resource-constrained team deal with a deluge of affluent and intriguing new prospects? How can they parse through mountains of data to ensure they are providing fresh prospects to frontline fundraisers at a manageable volume?
Join us for an in-depth discussion with Save The Children’s Prospect Research Team to explore how they leverage data science and AI to calibrate their major giving pipeline and surface the best prospects to their fundraisers. If you are looking to develop a data-science-driven qualification system to balance the art of fundraising, their first-hand experience implementing sophisticated wealth screening processes and propensity scoring will provide inspiration and key takeaways to organizations of all sizes.
The session will cover:
- How to discern which types of data are most valuable for a team’s prospecting workflows
- Ways to engineer a prospect screening and research process that can operate at scale
- Methods to strike the right balance between trusting outside data and engaging in time-intensive prospect dossiers and deep dives
- What to do with frontline fundraising feedback regarding prospect quality, successes, and prospect volumes?
Please fill out the form to save your seat. We hope you and your team will join us.
Presenters
Marissa Maybee
Director of Customer Success, Windfall
Daniel Perrone
Senior Advisor of Prospect Research, Save the Children
Danny Ravizza
Lead Associate of Research and Prospect Strategy, Save the Children