Prospect Insights Pro
Tip: To learn more about purchasing Prospect Insights Pro, contact your account executive.
Note: Currently, Prospect Insights Pro is only available in the United States.
Your best major giving prospects are people who have already shown a willingness to support your mission. Comprehensive data intelligence in Prospect Insights Pro helps you identify and prioritize which constituents are the top candidates to spend time and attention cultivating for major giving.
With Prospect Insights Pro, you can:
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Use analytics to make informed decisions about which constituents to cultivate for major giving.
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Assign qualified prospects to fundraisers and use actions and opportunities to move a prospect through the fundraising stages of cultivation to solicitation.
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Make your prospect pool size more manageable by temporarily removing candidates who aren’t ready for major giving until a later time.
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Review qualified prospects who aren’t giving as much as projected to adjust your cultivation plan.
For more information, review the following topics:
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Get started with Prospect Insights Pro — explains how to get started with Prospect Insights Pro, including defining roles and understanding prospect lists
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Manage Prospect Insights Pro lists — describes the factors that determine list size and availability
Access prospects via Needs attention and Prospects to qualify
Prospect Insights Pro displays prospect lists under Needs attention and Prospects to qualify. Select an item from either area to view the associated list of prospects.
If the number of prospects in your Prospect Insights Pro lists is lower than expected, review Manage Prospect Insights Pro lists for reasons constituent records aren't scored or are excluded from Prospect Insights Pro to determine the possible causes.