SUCCESS STORY: How Missouri Botanical Garden Weeded through Member Data to Prepare for a New CRM
As the Missouri Botanical Garden was thinking about a new CRM, they realized there was some data work to be done within their current system. Their legacy system, The Raiser’s Edge (RE), had become clunky and bogged down with inaccurate and mislabeled member data, making it challenging to cultivate relationships and reach their fundraising goals. With the help of JCA, they began a Raiser’s Edge reconfiguration project, to ensure a smooth transition to their future CRM.
Thinking Inside the Box: The Question of Customizing Your CRM
Whether you’re implementing a new CRM or living with your database software solution, the pressure from your internal customers to build custom solutions can be significant. And the more capable your IT shop is, the more appetizing customizations can seem. How do you know when the way you do business should drive software development? And when should your software capabilities drive how you do business? We dive into the "customization question" in our latest blog.
SUCCESS STORY: Replacing a Dinosaur of a System—The Field Museum’s Evolution
In 2019, the Field Museum wanted to replace its ticketing and admission system, because it was no longer meeting their needs. The organization engaged JCA to help them through the system selection process, from initial discovery through determining the right fit. We outline the project process and results in this recent client success story.
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.