Virtuous CRM+ is designed to support Responsive Fundraising right out of the box, helping organizations listen to donors, connect meaningfully, suggest appropriate gift asks, and learn from every interaction. However, your organization may want to go deeper in your understanding of donors and giving patterns to further enhance your fundraising strategy. That's where Virtuous Analytics and Virtuous Insights come in. These two powerful tools help you dive deeper into donor prospecting and data analysis capabilities, but they serve different purposes in your fundraising toolkit. Let’s walk through the differences between Analytics and Insights and how each can enhance your Responsive Fundraising approach.
What is Virtuous Analytics?
Virtuous Analytics is a business intelligence reporting tool that provides comprehensive data analysis capabilities directly within CRM+. It's designed for organizations that need deep, customizable analysis of their fundraising data and operations. Analytics focuses on helping you understand what happened and why it happened from donors’ giving and engagement through historical data analysis and custom reporting.
Features of Analytics:
- Report and Dashboard Builder: Create custom reports, visualizations, and dashboards with robust filtering and various user permissions
- Built-in Platform Reports: Access, copy, customize, and share pre-built best practice reports that follow fundraising industry standards
- Complete Data Access: Analyze Virtuous datasets including donor information, email statistics, campaigns, pledges, and more
Learn more about Analytics here.
What is Virtuous Insights?
Virtuous Insights is a predictive donor research tool that combines your organization's data in CRM+ with third-party information and leverages AI to provide recommendations and scoring. It is designed to help you understand what might happen next with a donor and who to prioritize through predictive modeling and prospect research. Insights helps you understand donor potential and drive personalized engagement.
Features of Insights:
- Predictive Scoring: Identifies potential major donors, recurring givers, planned giving prospects, and donors at risk of lapsing
- Wealth and Capacity Data: Provides estimated net worth, income, and giving capacity information
- Engagement Analysis: Analyzes donor connection levels and preferred communication channels
- Demographics and Interests: Offers detailed background information from third-party sources
Learn more about Insights here.
Key Differences
Feature |
Virtuous Analytics |
Virtuous Insights |
|---|---|---|
| Data Focus | Historical performance and trends | Predictive scoring and prospect research |
| Data Sources | Your Virtuous CRM+ database | Your CRM+ data and third-party enrichment |
| Primary Use | Custom reporting and analysis | Donor identification and prioritization |
| Data Output | Reports, dashboards, and visualizations | Scores, recommendations, and prospect lists |
| Questions Answered | "How did we perform?" "What are our trends?" | "Who should we approach?" "When should we ask?" |
Can My Organization Use Both?
Absolutely! Because these two tools have different purposes, using both Analytics and Insights can help your organization understand fundraising performance and trends and also identify and prioritize individual donor prospects.
Getting Started
Virtuous Analytics and Virtuous Insights are both add-on features to Virtuous CRM+. Contact your Customer Success Manager to discuss pricing and activation options that best fit your organization's needs and goals.