Raiser’s Edge – Training & Healthchecks

Health Checks, Training and Consultancy services for Raiser’s Edge users

Back in 2003, Purple Vision was founded to deliver Raiser’s Edge and Fundraising Consultancy.  Times have changed and technology has moved on, but Raiser’s Edge is still a fundraisers workhorse, and we can still offer you the benefit of our extensive experience of this database.

Training

If you or your team are new to Raiser’s Edge, we offer training to help you get the best out of your system.

We’re often approached by people new not only to Raiser’s Edge (or even ThankQ or Progress CRM!) but also to the charity sector. They need help with a range of tasks – from setting up the necessary systems to handle gift aid and direct debits, through to how best to use the system to manage an event, or keep track of major donors or trusts.   Some new team members even need help with grassroots 1-to-1 training in how your system has been set up and how to manage day to day administrative tasks properly.

Investing time in developing your Raiser’s Edge skills and in understanding how it is set up will ensure you get the basics right and can get the most value out of the data you are entering into the system.

Health Checks

If you’re struggling to get the best out of your database or not sure it’s ‘quite right’, a Raiser’s Edge Health Check will help.

Lots of charities struggle with getting the right information into and out of their system and need advice about set-up, working efficiently, processes and procedures, configuration and how they can integrate a major donor spreadsheet.

Our Raiser’s Edge Health Check looks at the whole of your system – the symptoms and the cause of any challenges you’re facing. Your data is important but so are your processes and the strategies.  We will produce a full report on your use of Raiser’s Edge which looks at the strengths and weaknesses of how you use your system. The report will explain any problems and what you can do to solve them, identify quick wins, and make recommendations to address longer term considerations.

Get a quote 

We will provide a bespoke quote, based on your needs and requirements.  Please call us or use our online form to find out more.

Clients we have helped with Raiser’s Edge

Purple Vision Resources

Can we help? 

Whatever your question, we’re happy to help.   You can