Segmentation and Targeting: Don’t Use One without the Other
Grouping donors into categories based on shared characteristics is called segmentation. But—here’s the important thing—segmentation needs targeting to be most effective.
Quick Tips: Business Planning for Information Services
It can be challenging to set meaningful performance goals for support teams such as information services or database management. Service providers must think broadly about what they hope to achieve and how they will accomplish their vision. Consider the following tips when crafting your business plan.
10 Ways to Prepare for the New School Year
Is it ever too early to start getting ready for the next school year? Not for Higher Ed Advancement professionals! Before you know it, Labor Day will be in the rear view window, new students will be filling up the classrooms, and the academic year will be in full swing. Our advice? Make use of the lazy days of summer to prepare for the fast-moving fall by taking on one or more of our 10 Ways to Prepare for the New School Year.
Individuals vs. Households and How to Use Them
In order to use Household records effectively, an organization must decide what information belongs put on the Household itself and what belongs at the individual level.
Assemble a Blackbaud CRM Dream Team: Best Practices for IT
Wonder if your IT team is ready to take on Blackbaud CRM (BBCRM)? Consider the following best practices for IT when benchmarking your team.
System Selection Road Map
Thinking about a new CRM? Check out our road map first for a step-by-step understanding of what's to come.
Managing Security Settings in Raiser's Edge
Setting up security privileges in Raiser’s Edge can leave many database administrators scratching their heads. The overwhelming options for group privileges, record types, and the combinations for add, edit, and delete rights can cause an organization to have dozens of possible security groups. Read Kaylen's tips.
For Good Measure: Sizing Up Data Quality
As guardians of the database, you provide an essential service to your organization. Your empire is vast—how can you ensure that the data in your fundraising CRM is “good”? Consider the following attributes...