optimize your blackbaud crm experience

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Optimize Your Blackbaud CRM Experience

PRESENTED BY KURT BARNES & CRAIG HAUBRICH

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• Has his pilot’s license

• Avid rugby player, referee and fan

Kurt Barnes

• Lives on a farm in Iowa

• Talks way too quickly

• Diehard college football fan

Craig Haubrich

MEET YOUR SPEAKERS

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We are showing what is possible using Blackbaud CRM functionality

Some of the items we show will require a system administrator

Today’s Highlights Include:

• Powerful, minimally-used product features

• Real-life examples in use by our customers

• Solutions we have developed to support customer requirements

Nothing that we are showing is a customization – no coding required

SESSION OVERVIEW

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• Blackbaud CRM’s Out-of-the-Box Tools

- Powerful Features Developed with Non-Profit Organizations in Mind

• Blackbaud CRM’s Page Designer

- Allows an organization to configure a variety of objects within Blackbaud

CRM

• Dashboards and Workspaces

• Datalists

• And More!

- Tailor YOUR User Experience – this is YOUR system!

• “Spend less time in the system and more time on YOUR Mission”

THE POWER OF BLACKBAUD CRM

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OPTIMIZE YOUR BLACKBAUD CRM EXPERIENCE

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Blackbaud CRM current version is 3.0 (released Spring 2013)

Upgrading ensures that you have access to the newest features

GET THE MOST OUT OF BLACKBAUD CRM

*UPGRADE!*

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GET THE MOST OUT OF BLACKBAUD CRM

NEWEST FEATURES – WEB SHELL

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GET THE MOST OUT OF BLACKBAUD CRM

NEWEST FEATURES – SHORTCUTS

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GET THE MOST OUT OF BLACKBAUD CRM

NEWEST FEATURES

Additional Features

List Builder BBIS

Enhancements

Duplicate Management

Enhancements

And Many More…

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OPTIMIZE YOUR USER EXPERIENCE -

PREFERENCES • http://youtu.be/or4fX_gtO9E

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BLACKBAUD CRM – CONSTITUENT PAGE

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BLACKBAUD CRM – PAGE DESIGNER

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• Create Data Lists

OPTIMIZE YOUR USER EXPERIENCE

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• Create New Tabs

OPTIMIZE YOUR USER EXPERIENCE

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• Create or Edit Pages (for RE users – no more Red Checkmarks!)

OPTIMIZE YOUR USER EXPERIENCE

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• Create Functional Areas!

OPTIMIZE YOUR USER EXPERIENCE

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• Out of the Box

- My Fundraiser Page

- Development Workspace

- Web Dashboards

• Configuration

- Donor Services

- Major Gift Management

- YOUR Example Here:

• Volunteer Recruitment Dashboards

• Event Management Dashboards

• Membership Manager Dashboards

OPTIMIZE YOUR USER EXPERIENCE –

WORKSPACES/DASHBOARDS

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OPTIMIZE YOUR USER EXPERIENCE –

DASHBOARDS/WORKSPACES

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OPTIMIZE YOUR USER EXPERIENCE –

DASHBOARDS/WORKSPACES

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PAGE DESIGNER

• How to use Page Designer (with voice!)

• http://www.youtube.com/watch?v=P7CoRk2JrQA&feature=youtu.be

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Think about non-conventional use of system features…

Example: Use pop-up notifications on a

constituent record as a stewardship tool!

OPTIMIZE INTERACTING WITH YOUR DATA

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OPTIMIZE INTERACTING WITH YOUR DATA

• http://youtu.be/-HRrZtdhsGI

• How to Create Notifications

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In addition to alerting to a birthdate, other examples for notifications could include:

Constituent has made a recent gift – thank them!

Constituent recently

attended an event – ask about their experience!

Constituent has been

invited to an event but

hasn’t RSVP’d – follow up!

OPTIMIZE INTERACTING WITH YOUR DATA

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OPTIMIZE INTERACTING WITH YOUR DATA

• Use ListBuilder - http://youtu.be/PrICurZBLjg

• Browse your Query Results - http://youtu.be/rbkOyWG3kbs

• Create Smart Queries and your own Searches

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• Make fields required… or hide them!

OPTIMIZE YOUR DATA ENTRY

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• Business Challenge:

- Customer has inbound call center and processes credit card gifts over the

phone directly in Blackbaud CRM

• Must use add payment form for immediate processing

• If you don’t mark the “Authorize Card on Save” checkbox, gift is

created and saved but the card is never charged

- No way to get back to the credit card details because of PCI Compliance

• Donor Relations concerns to then have to call the donor back and get

their credit card information again

OPTIMIZE YOUR DATA ENTRY

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OPTIMIZE YOUR DATA ENTRY

• http://youtu.be/_MNuTfbQPTI

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Allow you to place one or more attributes on a data form to aid in data entry

Need to know the name of the form and attribute category

May only have one tab per form

Attribute category must be the same record type as the form (e.g. can only add a constituent attribute to a constituent form)

Attribute category must be set up as “Allow only one per record”

OPTIMIZE YOUR DATA ENTRY

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ATTRIBUTE FORM EXTENSIONS

• http://youtu.be/1TLaNSccNz4

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OPTIMIZE YOUR REPORTING

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• How can you be more efficient?

- Eliminating Mouse Clicks

• Did you know that the average left clicks per day on a computer is

3,250?

- Automated Job Scheduling

OPTIMIZE YOUR EFFICIENCY

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• How can we eliminate mouse clicks?

- Move task options around!

• Story: How to register a constituent for an event, starting on the

constituent page.

OPTIMIZE YOUR EFFICIENCY

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• Move task options around!

- Story: How to register a constituent for an event, starting on the constituent

page.

• Out of the Box

– 4+ Clicks

– Search for Event

– Type in Constituent Name

OPTIMIZE YOUR EFFICIENCY

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• Move task options around!

- Story: How to register a constituent for an event, starting on the constituent

page.

• Out of the Box

– 4+ Clicks

– Search for Event

– Type in Constituent Name

• With Configuration

– 1 Click

– Search for Event

– Constituent Name Filled in

OPTIMIZE YOUR EFFICIENCY

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• Make the system work for YOU!

- Business Process Automation

OPTIMIZE YOUR EFFICIENCY

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• Make the system work for YOU!

- Business Process Automation

• Take advantage of system functionality

- Some Examples

• Constituent Classification Assignment

• Communications

• Staff/Fundraiser Reassignments

• Constituent Plan Assignment

• Dashboard/Workflow Population

OPTIMIZE YOUR EFFICIENCY

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• Custom Help Files

- Not your average Help file

• How YOUR organization should use Blackbaud CRM

• Include YOUR policies and procedures manual

- Improves:

• New Staff or Volunteer Training

• User Adoption

• Day-to-day Usage

- Easy To Do!

OPTIMIZE YOUR KNOWLEDGE

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Remember these resources!

Blackbaud CRM User

Guides

Blackbaud CRM

Resource Center

Blackbaud Developer Network

OPTIMIZE YOUR KNOWLEDGE

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OPTIMIZE YOUR KNOWLEDGE

BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM

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OPTIMIZE YOUR KNOWLEDGE

BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM

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OPTIMIZE YOUR KNOWLEDGE

BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM

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OPTIMIZE YOUR KNOWLEDGE

BLACKBAUD CRM RESOURCE CENTER

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OPTIMIZE YOUR KNOWLEDGE

BLACKBAUD DEVELOPER NETWORK (WWW.BBDEVNETWORK.COM)

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TWEET ABOUT YOUR SESSION

There are so many great things

I can do with Blackbaud CRM to

make my life easier!

#optimizebbcrm #crm #bbcon

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OPTIMIZE YOUR BLACKBAUD CRM

EXPERIENCE!

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Kurt Barnes

• 843-654-3583

• Kurt.Barnes@Blackbaud.com

• @KurtMBarnes

Craig Haubrich

• 843-654-3498

• Craig.Haubrich@Blackbaud.com

• @craighaubrich

CONTACT US!