Top 3 Tips for Successful CRM Demos: WFH Edition
If you are searching for a new CRM or ticketing system, you are probably anxious to see demonstrations of the shiny new systems on your wish list. Although you may be tempted to jump right into demos, they should be one of the last steps of your system selection process. In order to get the most from your vendor demos, we’re sharing our tips for successful demos, adjusted for the new remote work reality.
Recording Virtual Attendees in your CRM
With COVID-19, many nonprofits have moved performances and events online. Just like live events, a lot of hard work and planning goes into virtual gatherings, and you’ll want to capture attendee data in your CRM. In our latest blog, we outline some best practices for importing attendee data into your CRM, as well as system specific tips for The Raiser's Edge/RE NXT, Tessitura, Blackbaud CRM, and Spektrix.
Seven Data Issues to Look for When Converting from The Raiser’s Edge
Implementing a new CRM system can be a long and complicated process. One of the biggest hurdles can be cleaning, converting, and mapping data from a legacy system into a new CRM. Conversion to a new system provides an ideal opportunity to clean and organize your constituent data. In this blog, we lay out key data issues to look for when converting from The Raiser's Edge.
No Login Required! Beyond Communication Preference Forms in BBIS
Most nonprofits want to stay in touch with their constituents while also respecting their wishes to opt in or out of particular communications. If you’re using Blackbaud Internet Solutions (BBIS), it can be tricky to set everything up correctly. In this post, we’ll explain how you can give your constituents more control over their preferences—with no login required!
Client Success: BBCRM Implementation at University of Arizona Foundation
The University of Arizona Foundation engaged JCA to provide implementation services to support its transition from The Raiser’s Edge (RE) to Blackbaud CRM (BBCRM). With more than 300 users across campus and over 64 million system records, the project was both expansive and complex to navigate. JCA leveraged its technology and fundraising expertise and experience with BBCRM implementation to help the Foundation successfully go-live in February 2020.
Overcome Your CRM Implementation Fears
Implementing a new CRM solution, like many big life changes, can be both exciting and scary. By understanding your CRM implementation fears, you can flip the script on your uncertainties to make your implementation project a success. In this blog, we’ll discuss three common CRM implementation fears, and how you can overcome them.
System Selection Resource List
Want to know how to get the CRM you've always wanted? Start here.
The Top 5 Mistakes Organizations Make When Implementing Blackbaud CRM
We've partnered with many organizations on their implementations. Here are their most common missteps.