Maximize Blackbaud CRM: How to use Smart Query to analyze your data
You know how to create ad-hoc queries in Blackbaud CRM. You assign parameters, set your outputs, run your results, rinse and repeat. But, what if you want to dig a bit deeper into a query to further analyze data within that set? That’s when you want to use Smart Query.
Blackbaud CRM: Five Steps to Re-ignite Your Vision
When your organization first envisioned implementing Blackbaud CRM, you had hopes and dreams for how things would work once you were using the software. Now, after a year of "normalization" and getting used to the basics, it’s a great time to re-ignite the vision, and ensure you and your Blackbaud CRM system have a great relationship.
Do you need this CRM customization? Four things to think about.
Getting a new customization can be exciting, but without the right preparation you could miss an opportunity to optimize your software’s potential. Consider these four points before getting the customization you’ve had in mind...
Determining the Right Amount to Spend on a New Fundraising CRM
You're about to spend a million+ dollars on a new enterprise-level CRM. Be sure to get it right.
How Successful Organizations Move From The Raiser's Edge to Blackbaud CRM
For those of you moving from The Raiser's Edge® to Blackbaud CRM™, here are four tips crucial for success.
Avoiding Blackbaud CRM Derailment: When Do You Need Help?
CRM implementation is big, expensive project with high visibility throughout your organization. How do you know when you're getting in over your head?
Blackbaud CRM Design Sessions: What You Should Know
The design sessions, and your careful review and approval of the design documents, are the foundation for successful implementation. If you’re flying solo with Blackbaud, you alone shoulder the documentation and verification burden before work can begin. You may be one of those people who thrive under pressure. But as this could be one of the largest, most expensive projects you undertake in your career, it’s wise to consider your options.
Moving from The Raiser's Edge® to Blackbaud CRM™: What's the Difference?
Blackbaud CRM™ is a big, beautiful solution for raising philanthropic revenue. But many organizations are surprised to learn they will lose some functionality when they switch. If you’re a Raiser’s Edge organization and are moving to Blackbaud CRM, find out what you should be aware of before the transition.