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Don’t Miss – The Eight Second Challenge with Classy and Omatic [Webinar]

Don’t Miss – The Eight Second Challenge with Classy and Omatic [Webinar]

by Omatic Software | Jul 20, 2015 | Blog, Salesforce

Did you know the average person has an attention span of eight seconds? This means you have a small window of time to convince your donors to support your mission and act now. Join us for a 45-minute conversation where we’ll hit the ground running by covering...
Exploring How ImportOmatic and List Management Strengthen Raiser’s Edge™ with Omatic’s Tina Davis

Exploring How ImportOmatic and List Management Strengthen Raiser’s Edge™ with Omatic’s Tina Davis

by Omatic Software | Jun 11, 2015 | Blog, ImportOmatic, Salesforce

Tina Davis, bCRE, and a Senior Consultant with Omatic, brings a wealth of knowledge and experience to Omatic from her previous work with Blackbaud® and Make-A-Wish® Foundation. Tina’s current work with Omatic includes implementations and consultations on grateful...
Choose the Best File for Your ImportOmatic Training

Choose the Best File for Your ImportOmatic Training

by Allison Bolduc | May 21, 2015 | Blog, ImportOmatic, Salesforce

When preparing for your ImportOmatic (IOM) implementation, planning ahead is key! Prior to your IOM implementation, a sample data file is required for submission. The purpose of the sample file is to get you thinking ahead about your desired data mapping. It’s also...
Remember the Whole Story of Relationships by Managing Lists in Raiser’s Edge™

Remember the Whole Story of Relationships by Managing Lists in Raiser’s Edge™

by Omatic Software | May 20, 2015 | Blog, Constituent Management, Raiser's Edge, Salesforce

Prospects are the lifeblood of fundraisers, which you probably already know full well. For many organizations, there is a strong inclination to import and gather as much information on prospects as possible. Am I right? Then, you’re faced with the question – how do...
Use Raiser’s Edge™ Better with Gift Batch

Use Raiser’s Edge™ Better with Gift Batch

by Allison Bolduc | May 8, 2015 | Blog, Salesforce

The gift batch feature in Raiser’s Edge™ (RE) is a great way streamline gift entry and promote quality assurance. Many RE users rely on gift batches to group gifts after data entry or import. Users find that it can be very helpful when it comes to financial...
Feeling out of balance? Here are the best reports to use to assist your reconciliation efforts in The Financial Edge

Feeling out of balance? Here are the best reports to use to assist your reconciliation efforts in The Financial Edge

by Omatic Software | Apr 15, 2013 | Blog, Salesforce, The Financial Edge

To ensure the reliability of the financial records for your organization, reconciliations are a must. A robust reconciliation process improves the accuracy of the financial reporting function and allows the Finance Department to publish financial reports with...
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