Many teammates, one message
One of the keys to successful outreach efforts is to share the most up-to-date data. Trio makes that easy. As new information or analyses become available, you can share this info with an individual, an entire team, or multiple teams.
Focus, focus, focus
While you can’t turn every contact into a donor, you don’t want to waste time and effort going after leads that aren’t going anywhere. Trio can help you identify and target the best prospects, which in turn helps you get more return on your time.
Forecasting
Using historical reporting data, you can generate extremely accurate fundraising forecasts that allow you to create, assign, and edit quotas for individuals and teams. Periodic comparisons of forecasts to actual commitments will keep these predictions accurate as your organization grows.
