Making the Move to Blackbaud CRM
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The document discusses key considerations for implementing a new constituent relationship management (CRM) system, including where to store household and individual data and how to design areas like revenue, marketing, and prospecting to account for both. It also notes that classification lists are often long and codes should be mapped to actual words, and sufficient time should be allotted for conversion. Additionally, it provides examples of features in the Blackbaud CRM system like SmartFields, KPIs, queries, exports, datalists, reports, a data warehouse, email alerts, and RSS feeds.
Making the Move to Blackbaud CRM
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- 10. - RE platform has been around for over 25 years and is a solid tool, but the technology is older and harder to extend 10
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- 14. Decision points on where data lives – household vs. individual Should households just be a roll-up point, or active constituents Should be part of every design area, for example: -Revenue – can households be donors? -Marketing – who receives the mailing? -Prospecting – can both the individual and household be managed? 14
- 15. Classifications are typically insanely long lists Codes vs. actual words Allow plenty of time for mapping these for conversion Good opportunity to do some clean-up 15
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- 21. SmartField – Calculated value that lives on constituent record – can be queried and reported on KPI – measure performance against goals with interim performance targets Query – Ad-hoc (full) or Smart (pre-defined logic) – great for reviewing data and navigating between records in BCRM Export – Export raw data from the database, history of exports is maintained for auditing and control Datalist – Means of displaying a list in BCRM, updates dynamically Report – Formatted, snapshot in time. Can be scheduled to email and is more known as traditional report Data Warehouse and OLAP – Eliminates performance concerns in CRM for complex calculations – can be used for OLAP explorer in CRM, OLAP Excel reports, and standard reports Email Alerts – System or custom-defined messages sent to users based on various triggers RSS – User-based subscription to push alerts and can consume through any RSS reader (doesn’t need to flood inbox) 21
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