{"id":32249,"date":"2022-12-06T17:09:45","date_gmt":"2022-12-06T22:09:45","guid":{"rendered":"https:\/\/www.qgiv.com\/blog\/resources\/nonprofit-burnout-webinar-copy\/"},"modified":"2023-06-22T23:18:29","modified_gmt":"2023-06-23T03:18:29","slug":"prospect-management-tracking","status":"publish","type":"resources","link":"https:\/\/www.qgiv.com\/blog\/resources\/prospect-management-tracking\/","title":{"rendered":"Prospect Management Setup &#038; Tracking in Your Database"},"content":{"rendered":"\n<p>Few things are as important to successful fundraising teams than clean data around your prospect portfolio and moves management. &nbsp;There&#8217;s so much to know! From coding prospects, donor portfolios, and the actions and steps relating to prospect management, and tracking key performance indicators for portfolio productivity.&nbsp;Are you unsure of how to best track and pull the information? Do you have data stored in &#8220;shadow databases&#8221; outside of your donor database like spreadsheets, calendars, or worse, in the heads of employees? Do your gift officers mistrust the donor data and portfolio data in your database?<\/p>\n\n\n\n<p>Join us as we host Tricia Marsherall, from Marsherall Partners, LLC. We&#8217;ll discuss tips on organizing moves management and prospect tracking within your database, how to set up and maintain key coding, and common metrics to track and report on portfolio productivity.<\/p>\n\n\n\n<p>You will discover:<\/p>\n\n\n\n<ul><li>Recommended best practices of what and how to store prospect management data in your database<\/li><li>How to record moves management, actions and steps related to prospect portfolio management<\/li><li>Tips to reduce data storage outside of your donor database<\/li><li>3 processes to implement right away to support better prospect portfolio and moves management in your database<\/li><\/ul>\n\n\n\n<p><a href=\"https:\/\/www.qgiv.com\/blog\/wp-content\/uploads\/2022\/12\/No-notes-Marsherall-12.6.22.pdf\">Click here to download the slides <\/a><\/p>\n\n\n\n<figure class=\"wp-block-embed aligncenter is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe title=\"Prospect Management Setup &amp; Tracking in Your Database\" width=\"500\" height=\"281\" src=\"https:\/\/www.youtube.com\/embed\/569UXTxpIp4?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Meet the Speaker:<\/h3>\n\n\n\n<p><strong>Tricia Marsherall<\/strong><\/p>\n\n\n\n<p>Tricia Marsherall, MBA, is the Founder &amp; President of Marsherall Partners, LLC, a consulting firm specializing in nonprofit donor database management &amp; operations support, and virtual &amp; traditional fundraising event data management. Her firm has worked with more than 100 nonprofits across more than 20 states, and she will share the lessons she\u2019s learned along the way.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>with Tricia Marsherall from Marsherall Partners<\/p>\n","protected":false},"featured_media":0,"template":"","meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v20.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Prospect Management Setup &amp; Tracking in Your Database - Success Center<\/title>\n<meta name=\"description\" content=\"Few things are as important to successful fundraising teams than clean data around your prospect portfolio and moves management. There&#039;s so much to know! 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