StratusLIVE Product Demos and Videos

StratusLIVE 365 CRM Introduction

StratusLIVE 365 CRM is an integrated suite of business applications specifically designed and built from the ground up with one end-user in mind: organizations like yours.

StratusLIVE 365 CRM 9.3 – Unified Interface

Discover the latest enhancements in the StratusLIVE 365 CRM 9.3 update designed to streamline your nonprofit’s operations. This upgrade introduces an improved visual experience with refined navigation, forms, and views, making it simpler and more intuitive to access essential information with fewer clicks. Tailored role-based experiences cater specifically to your daily tasks, boosting productivity and user satisfaction. Plus, the new timeline view organizes posts, activities, and notes by recency, enhancing interaction and efficiency. Dive into this video to see how these features can transform your CRM experience, making every action smoother and every decision quicker.

StratusLIVE 365 CRM 9.3 – Consolidated Financial Structures

Explore the innovative Consolidated Financial Structures in StratusLIVE 365 CRM 9.3, specifically designed for enterprise nonprofits managing complex financial transactions. This update brings all transaction records, including payments, recurring payments, soft credits, and pledges, into a single, unified view. With these enhancements, financial reporting and ad-hoc queries become more streamlined, particularly at the individual donor level. Additionally, we’ve improved how financial data is visualized, with charts and graphs that simplify interpretation and decision-making. Join us in this video to see how these features can optimize your financial management processes, making them more efficient and user-friendly. Perfect for financial managers in the nonprofit sector looking to enhance productivity and data oversight.

StratusLIVE 365 CRM 9.3 – Enhanced Prospect Pesearch

Dive into the enhanced prospect research capabilities of StratusLIVE 365 CRM 9.3, tailored for development and fundraising teams targeting high-value opportunities. This update expands the supported data points and refines the prospect cultivation stages, optimizing the approach for various campaigns and appeals. Discover how these robust functionalities aid in the discovery, research, and preparation for cultivating major gift opportunities. Additionally, version 9.3 introduces a new feature that allows for the allocation of credits to team members involved in the cultivation process, acknowledging their contributions effectively. Watch this video to learn how these improvements can transform your team’s prospecting efforts, making them more strategic and outcome-focused.

StratusLIVE 365 CRM 9.3 – Enhanced Features for Healthcare Organizations

Discover the specialized features of StratusLIVE 365 CRM 9.3 designed to enhance fundraising efforts within healthcare organizations. This update introduces detailed fields for managing patient interactions, including Patient Visit, Date of Visit, Department, Guarantor, Insurance Status, Inpatient, and Treating Physician. These additions provide healthcare development professionals with a comprehensive view of a patient’s clinical history, facilitating a deeper understanding of their affinity and potential interest in supporting the organization. Watch this video to learn how these new capabilities can help tailor your fundraising strategies to align more closely with patient experiences and interests, ultimately driving more effective and informed fundraising initiatives.

Constituent Management

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StratusLIVE 365 Constituent Management allows fundraising teams to set appointments, track emails and phone calls, utilize connections and search by radius to easily create contact lists to invite and/ or visit donors all with just a matter of clicks.

Contact Analytics

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StratusLIVE 365 Contact Analytics gives your fundraising team the information to make a strategic ask. Easily see financial summary information and roll up fields such as total payments, balances, lifetime value, interest summaries, transactions, and more,  all together in one location.

Donor Engagement Scoring

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Within StratusLIVE 365 Engagement Scoring is a means for measuring and ranking donor involvement with your organization. Using the Engagement Scoring functionality enables your organization with new ways to prospect your constituents, gain more insight as to where your donors are in their giving life cycle, better target your organization’s message, and further connect with your donors. StratusLIVE 365 comes with a pre-loaded list of Engagement Score Types with set points values, based on the Association of Fundraising Professionals’ Best Practices.

Household Records

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StratusLIVE 365 Household Records helps you make more informed decisions about your constituents while saving precious time. Many fundraisers appreciate the ability to edit and view data at the household level, as well as at the individual level.

Wealth Scoring

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StratusLIVE 365 provides a wealth profile feature for managing contacts’ wealth information. Users can create wealth profiles for a contact and populate them either manually or by using the built-in integration to the WealthEngine wealth profiling service.

Moves Management

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StratusLIVE 365 provides an out-of-the-box Business Process Flow, called Moves Management, to guide a major gift officer through the stages of a major gift opportunity, outlining specific fields for research and prescriptive activities to follow as the process moves from stage to stage.

Campaign ROI

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StratusLIVE 365, a complete donor management and CRM solution for nonprofits, includes features like enhanced Campaign Return on Investment (ROI) Analytics on every level of the Campaign Structure.

Campaign ROI Dashboards

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StratusLIVE 365 includes a large number of powerful Dashboards that provide deeper insights into a variety of areas within the system. This video goes into detail on a few of the 16 Dashboards built to dive into the enhanced Campaign Return on Investment (ROI) Analytics, which cover every level of the Campaign Structure to help your fundraising team make better-informed decisions leading to better campaign results.

Analytical Marketing

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Analytical Marketing is a robust product feature of StratusLIVE 365 that enables marketing and development teams to create effective, fruitful campaigns so that your nonprofit can make long term educated plans for all of your campaign activities.

Marketing List Building

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Marketing lists in StratusLIVE 365 provide an easy way for your nonprofit to group your accounts, contacts, and leads so that you can market to specific segments more effectively.

Creating a Quick Campaign for an Event

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At StratusLIVE, we understand how important it is for Nonprofits to track all aspects of your fundraising events, from the audience planning, invitation, and post-event follow up. This video outlines how simple it is to create a quick campaign to track all the elements of event planning. StratusLIVE 365 offers endless avenues for nonprofits to track all of their donor interactions, using one complete system.

Constituent Matching

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In order for a nonprofit to run effectively, it is vital to have clean data. This is why both StratusLIVE 365 and StratusLIVE Ignite utilize Constituent Matching to map accounts and contacts, this ensures the accuracy of your donor data and avoids overloading your database with duplicate records, making your entire database a reliable source of information for years to come.

Digital Marketing with ClickDimensions

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We at StratusLIVE know that it is crucial for nonprofits to create highly personalized touchpoints with their donors throughout the entire donor journey, especially when sending email communications. This is why we partner with ClickDimensions as a direct integration into StratusLIVE 365.

Together, we bring you essential marketing tools like email marketing, campaign automation, web intelligence, surveys, web forms and landing pages, lead scoring, social media marketing and more

StratusLIVE 365 On-the-go

The StratusLIVE 365 Microsoft Dynamics app gives you have access to all fundraising, finance, and marketing information for your donors and prospects- in the palm of your hand.

Brush up on noteworthy information before you meet with a major gift prospect, and easily record the “yes” to your latest ask and other notes from your conversation right after the meeting, when the details are still fresh.

The StratusLIVE 365 Microsoft Dynamics app is the solution for busy fundraising professionals.

Embedded Microsoft Power BI

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Bring your entire donor database to life with compelling and interactive dashboards using Microsoft Power BI in your StratusLIVE 365 database. Power BI dashboards allow you to look at your data in MANY different ways, helping your nonprofit make informed decisions on their marketing and fundraising efforts based on previous responses.

Financial Entities

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The StratusLIVE 365 financial model is comprised of several core entities, including Pledge, Recurring Payment, Payment, Soft Credit, and Non-Cash Gifts. These financial entities within StratusLIVE provide nonprofits the flexibility to receive and track support in a variety of ways.

Microsoft Outlook Integration

With StratusLIVE 365’s direct integration with Microsoft Outlook, not only can nonprofits correspond with donors, you can see all pertinent information and fully access your entire donor database in one application.

Microsoft Teams Integration

StratusLIVE understands how busy the fundraising world is, and that nonprofit development staff are always on the go, meeting with donors to better the community. With the ability to collaborate on documents, chat, video call, and access all your donor data from StratusLIVE 365 right within Microsoft Teams, your organization will be unstoppable.