Exceed Beyond Training

Exceed Beyond Training

Exceed Beyond Training

Exceed Beyond places donor relationship management and the power of the cloud at your fingertips! To maximize your 360° view of your strategic donor initiates training will show you how to:

  • Create donor records using a household and organization record management. 
  • Use Event, Campaigns, Membership, Volunteers and Grants management utilities.  
  • with custom dashboards and fields, you can define so that the data specific to your nonprofit is captured in your database. Data extraction is powerful yet easy using a report module designed in alignment with each module in the system. 
  • Create communication templates for personalized letters, mass mailings and e-mails. 
  • Generate data exports to Microsoft Word, Microsoft Excel, QuickBooks, and other products.
  • Produce comprehensive reports to assist you with optimizing your fundraising efforts. 

 

Select from the options below for more training information.

 

Recorded Training Sessions

Exceed Beyond Annual Training Pass  

Recorded training videos that cover the main areas of Exceed Beyond.  They can be viewed anytime, day or night, and anywhere you have internet access.  To learn more about the videos and how to get access to them via an Annual Pass, click on the link above.


Personalized Training Options

Onsite Personalized Training

We can travel to you and train an individual or a group of up to 10 attendees for personalized training at your location.  Learn more about pricing, agendas and have your questions answered by contacting us today.

Phone Personalized Training  

Many clients need to have personalized phone web training to focus on areas of interest such as code use, pulling reports or learn more about their data in a one-on-one format.  We can offer a personalized quote for the areas you’d like to learn more about.

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