features

serafina

Features

Integrating to the major philanthropy CRMs, Serafina puts the knowledge and tools you need at your fingertips to deliver all your annual fund and regular giving goals. With industry-defining insight and the outstanding modules to drive f2f, digital, phone, email, direct mail and text it’s a complete solution for your advancement needs.

Security and Integration

  • cloud based hosting

  • micro latency servers for resource optimisation

  • ISO 27001 certification

  • two factor authentication (TFA security)

  • VoIP calling via encrypted VPN

  • PCI DSS compliant payment processing

  • direct API integrations payment providers including Stripe, Realex, IATS, Global, PayPal, Blackbaud Merchant Services (BBMS), Rapidata

  • direct API integration with Blackbaud’s Raiser’s Edge (RE NXT)

  • secure on demand data uploads and downloads

Asking and Solicitation

  • multi-channel programme deployment (text, email, direct mail, phone, digital, face-to-face)

  • next generation crowdfunding and giving day management tools

  • distributed objective ask management

  • multi-touch and funnel marketing deployment

  • end-to-end prospect management workflows

  • telephone campaign module

  • parent/volunteer asker module

  • advanced ask setting

  • predictive allocation and call room optimisation

  • powerful and flexible scripting technology

  • advanced caller matching

  • caller/volunteer scheduling and timesheets

  • remote caller management

  • time tracking and performance monitoring

  • time zone demography and contactability

  • optimisation algorithms

  • scripting

  • multi-chnel campaign fulfilment options

  • two factor authentication secure email

  • on demand mailing fulfilment

Research and Engagement

  • integrated research tools

  • full and micro survey tools

  • engagement scoring

  • engagement scoring

  • communication workflow builder

  • dynamic event-driven communication lists

  • query-driven targeted external relations deployment

  • social media ambassador management

  • further study and registration marketing tools

  • donor churn reduction tools

  • GDPR and PECR compliance optimisation

  • on demand TPS checking and appending

  • address and email validation

Insight and Reporting

  • global data warehouse with tens of millions of data points for predictive modelling

  • data quality assessment and research prioritisation

  • major gift and legacy prospect identification

  • lifetime value assessment

  • incubator donor analysis

  • propensity modelling

  • contactability modelling

  • cross segment analysis

  • powerful algorithms for segmentation goal setting and calculating ROI

  • mission critical KPI analysis

  • year-on-year performance comparison

  • holistic analysis and granular data insight

  • matching and challenge gift planning and assessment

  • case for support variant analysis

  • impact analysis

  • multi-segment testing

  • enhanced real-time statistics

  • media quality graphical reporting

  • automated reporting to key stakeholders

Shared Vision - background

Serafina is constantly being enhanced and some features are scheduled for full roll-out in the third and fourth quarters of 2020.

Our roadmap is driven by our users. Please get in touch and let us know about the features you would like to see in future versions of Serafina.