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.
Is Your Nonprofit Data Intelligent? Data visualizations vs. business intelligence.
There's a big difference between data reporting, data visualizations, and business intelligence. Here's a breakdown of the terms nonprofits working with data should know.
The Benefits of Using a Business Intelligence Tool at Your Nonprofit
Business Intelligence (BI) is essential to run effective fundraising campaigns that allow nonprofits to do the necessary work for our society—here's why a BI tool helps.
The Giving Pyramid—An Essential Part of Any Capital Campaign
If you’re about to launch a major capital campaign, it’s crucial that you have the right data and tracking tools in place to ensure you’re headed towards success. For most organizations, the Giving Pyramid is essential...
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.
The 5 Metrics Fundraisers Need to Know
To help you simplify your fundraising reporting process, we have selected the five most important metrics fundraisers need to know.