Eprísa Details

Centralized Data Repository
Eprísa functions as a flexible "framework", tailored to each customer's business rules and processes. Specific modules can be enabled/disabled by client. The Constituent record is positioned as the "hub", and all other forms of engagement are linked back to the Constuent.

• Pledges may be "Recurring Open-Ended", "Fixed Term", "Installment" or "One-Time Promise". Processing and posting of direct debit and credit card payments is totally automated.
• Flexible Campaign Selection tool supports sophisticated segmentation strategies for house appeals.
• "Finder Number" processing reduces data entry effort for prospect responses.
• Integrated Postal Address lookup and validation reduces undeliverable mail.
• Potential duplicates are detected and reconciled at point of entry.
• No limits on the number of Persons, Postal and Email Addresses, Phone Numbers, Contacts, Comments, Tasks, linked to each Constituent.
• Multi-phased acknowledgement and Premium Fulfillment, at your place or ours (or your mail shop).
• Flexible Attribute system for segmenting Constituents by interest, engagement, preferences, etc.
• Custom "client triggers" means Eprísa is tailored to each client's needs and enforces
• Full suite of management reports

Major Gifts
System supports Solicitor, Prospect assignment, Moves Management® and customer-defined pipeline s. Progress is tracked by Proposal, not Constituent, so multiple (even concurrent) proposals for a given Constituent are supported. Major Gift Officers (MGO's) may be organized into Teams and Attributes, Contacts, Tasks and Comments can be made "private"; visible only to an MGO or Team. Eprísa currently supports attaching any number of electronic files (doc, spreadsheet, image, etc.) to a Constituent record. This facility to be enhanced so that files may also be attached to proposals, gifts, pledges, contacts, tasks, etc.
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Events Planning
We are integrating Cvent into Eprísa, the market leader in web-based events management. Saturn will create "live links" between the CRM database and Cvent applications to share relevant information, such as whenever a consituent is invited, registers (or declines), pays and attends an event. Cvent also offers survey and email campaigns, also to be integrated with Eprísa.
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Online/Web
Eprísa is provided as a web application, this means all you need to connect to your data is a modern browser and an internet connect. There is no software to install, back-up, upgrade or maintain at your location.

Saturn can also create and maintain your organization’s web site, or integrate with your existing site to accept online donations, provide donor access, etc.
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• Eprísa's Reports Menu offers a full suite of pre-programmed reports. Each supports run-time filters and options; along with the ability to export results to Excel, PDF, CSV or Word files. Many can be displayed as a graph or chart. All require only a few clicks to execute and run "live" against the production database.
• For those who want to dive deeper into their CRM data, Saturn offers real-time, embedded Business Intelligence tools. Unlike most data warehouse implementations, the information in Eprísa's decision support application are kept synchronized with the transactional database. This means that the decisions you make are based on up-to-the-second information, not stale data from last night...or last week.
• Analysts select the "dimensions" (characteristics) and "measures" (counts and amounts) they find most meaningful. They can create and save custom pivot tables; with results displayed in seconds. Data can be viewed as various forms of charts and graphs. "Drill down" capability allows the user to display the actual Constituents, Campaigns, Transactions, etc. behind the numbers, and export the results to Excel for mail merge, etc.
• Analysts can also create custom dashboards and scorecards for end-users. Each of these screens can contain a collection of custom "data widgets" (tables, reports or charts). Users can view the dashboards they have been granted access to, and can interact with them using the filters and options built into the widgets. Graphing, drill-down and export may be enabled by the widget's author.
• Read-only SQL access may be supported for those who wish to create their own queries or use third-party reporting and analytics tools that support ODBC connections.

Mobile Access
"Road warriors" can connect to Eprísa from their iPad or other tablet PC. When travelling, Development Directors can call on top donors in the area, Major Gift Officers can file their contact reports from the restaurant or car.
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Membership
Flexible renewal strategies, multiple Membership Level schemas, Gift Memberships, replacement card processesing, etc.
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Social Networks
Store any number of web links per Person; Facebook, LinkedIn, Tritter, Pinterest, etc.
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Inventory Management
Quantity-on-Hand for each component is reduced automatically as packages are selected for fulfillment. Postage Account can be set up as an inventory item. "Reorder/replenish" notification messages can be sent by email when level falls below preset threshold.
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Finance
Transactions by fund can be exported to popular accounting packages. Adjustments due to returned checks, etc. result in adjusting transactions in the next feed.
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Corporate Matching Gifts
Supports multiple matching firms per gift, as when both members of a donor couple work for matching companies.

Real-time Biographics
On-demand appending of gender, age, wealth, income, charitable giving, etc.

Tributes & Memorials
Supports multiple "notifiees" for each Tribute/Memorial. Donors may provide messages of condolence or congratulations to be passed on to specific notifiees. System ensures that each notifiee is informed of only those gifts received since their last communication, even though notifiees may be added at different times.

Volunteer Management
System manages volunteers' "Skills and Interests" and availability, match volunteers to one-time and recurring tasks and supports recruitment,recognition and reporting.
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Chapter/Branch ManagementChapter/Branch Management
For chapter-based organizations, system can grant user access to constituent data by chapter, region, state, etc. Lists of officers for each location can be maintained.

Planned Giving
System records details of outright gifts (stock, real estate, charitable lead trusts), expectancies (bequests, retirement plans, life insurance) and deferred gifts (charitable remainder trusts, charitable gift annuities), along with contacts and correspondence, attachment of media files, etc. Future development may involve integration with PG Calc, GiftWrap, etc.

Plug in your custom need
The Eprísa platform is able to interface with 3rd party applications using any of the popular integration technologies: Web Services, SOAP, SQL/ODBC, .Net, Java, ReST/JSON, FTP, etc.
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Saturn is SAS 70 compliant.