The importance of maintaining clean and accurate client data records in ETO cannot be overstated. Accurate data is the backbone of effective decision-making, reporting, and analysis. ETO provides powerful tools to ensure the cleanliness of your client records. Here we’ll explore three key features that help you maintain data cleanliness effectively: 1. Duplicate Check Settings … Read more
As the year draws to a close, it can be an overwhelming time for nonprofits. With more than 50% of nonprofits receiving the majority of their annual donations in the last quarter, the focus shifts towards year-end giving campaigns. However, the end of the year is also an essential time to ensure your reports are … Read more
As the year comes to a close, nonprofits and charitable organizations are gearing up for their most crucial fundraising period. The year’s final month tends to be a powerhouse when it comes to generosity and making a positive impact. In fact, according to the 2023 M+R Benchmarks Report, December giving accounts for roughly one fourth … Read more
There is one ETO implementation scenario that we have seen occur with a few organizations (fewer and fewer, thankfully) that is truly heartbreaking: an organization did not build a solid data culture, or the executive team did not set adequate expectations. Soon after implementation, users go from sparsely using their ETO system to abandoning it … Read more
Nonprofits are held to a very high standard by funders and the public at large. Organizations must continually prove their outcomes to their stakeholders, and demonstrate funding is being well spent. With the Social Solutions’ ETO or Apricot software in place, your nonprofit can track a substantial amount of data to show the impact your … Read more
ETO Software by Bonterra Tech (previously Social Solutions) is powerful and configurable, but it can be hard to keep everything straight. This is especially true when you’re dealing with lots of forms, reports, and people. ETO Administrators have a big job: Training new users Developing reports for everyone Configuring/re-configuring, Listening to user complaints We’ve … Read more
