Who, What, When? Tracking Solicitation Progress

09/12/2021 19 min

Listen "Who, What, When? Tracking Solicitation Progress"

Episode Synopsis

What is the number 1 cause of campaigns stalling out? Execution. Without effective organization of solicitation tracking, every charity will watch what could be major gifts slip through the cracks or be left like unharvested fruit on the vine.
Greg leads this discussion on the 5 fields every database should have in place to avoid this trap and execute for success.