Constituent Management Optimization and Automation
For healthcare fundraising organizations using Raiser’s Edge™, constituent management is optimized with automation and efficiency solutions from Omatic Software. Omatic provides both the tools and expertise to ensure that your records are accurate while your communications, segmentation, and engagement strategies are easily managed.
Match Your Records, Create a Workflow and Capture Gifts
The challenge to convert grateful patients into generous supporters is often found in the details: the right information, the right timing, and the right approach. Let Omatic partner with your organization to increase workflow efficiency and help you get the most out of both your Grateful Patient Program and Raiser’s Edge.
Integrated Solutions for Raiser's Edge
- Patient admissions data
- Slice & dice data by nearly any criteria
- Wealth screening
- Organize and standardize data
- Identify existing constituents
- Leverage analysis & market intelligence for future efforts
- Acquire & record gifts given through engagement programs
We imported 18,000 names in a few hours for a calling campaign, matched them to existing constituents, and had a very successful campaign. The matching is superior and the ability to find and promote to full constituents during gift processing has made those batches fly!