RAISER’S EDGE NXTCONSIDERATIONS IF YOU ARE OVER THE EDGE

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ABOUT

Community IT Innovators partners with nonprofits to help them solve their strategic & day-to-day IT challenges.

ABOUT

 

80+YEARS 

 500+CLIENTS 

 

1PURPOSE 

SOME ESTEEMEDCLIENTS

BUILD CONSULTING ISPASSIONATELYINDEPENDENT

A NON-EXHAUSTIVE LIST OF OTHER PLAYERS ONTHE BLOCK

• What is Raiser’s Edge NXT?• What does it take to truly be effective

at CRM?• How can I tell if we’re ready for CRM

change?

WHATWE’LL COVER TODAY

What is Raiser’s Edge NXT?

WHAT WEKNOW

2015

JUNE

Released on schedule

Raiser’s Edge for everything

else

Raiser’s Edge NXT (1.0) for fundraisers

WHAT NXT IS……NOW

• Improved user experience with an initial emphasis on fundraisers

• Responsive design (desktop, mobile, tablet, etc.)

• Data model and architecture is unchanged

HOW BLACKBAUD ISPOSITIONING NXT…NEXT

• Open, and improved, API to allow greater connectivity

• Future releases promise additional functionality

• It will become a platform upon which services and products are layered

WHAT’SNOTABLE• Heavy reliance on RE “classic” for the foreseeable

future• Still envisioned as CRM for

Development/Advancement• Change in how pricing is determined

https://www.blackbaud.com/fundraising-and-relationship-management/the-nxt-era

OTHERRESOURCES

What does it take to be effectiveat CRM?

CRM IS BECOMING MOREPOWERFUL

MANAGEWORKFLOW

INDENTIFYTRENDS

MAKECONNECTIONS

POWERENGAGEMENT

ITCANBETHECENTER OFEVERYTHING

ACCORDING TO FORRESTERRESEARCHOF CRM PROJECTS FAIL

47% http://www.zdnet.com/blog/projectfailures/crm-failure-rates-2001-2009/4967

WHY CRMPROJECTS

FAIL

44%42%40%35%

REPORTPROCESSESWERE TO BLAME

REPORTPEOPLEWERE TO BLAME

REPORTSTRATEGYWAS TO BLAME

REPORTTECHNOLOGYWAS TO BLAME

http://blog.e2benterprise.com/the-common-causes-of-crm-system-project-failure-according-to-recent-forrester-research-survey/

How can I tell if we are ready forCRM change?

“When used right … technology is an essential driver in accelerating forward momentum. But when used wrong …. technology simply accelerates your own self-created demise.”

Jim Collins, Good to Great

A FRAMEWORK FORCRM CAPACITY

thisisbuild.com/resources/whitepapers/healthynonprofitcrm.pdf

• Her organization has an underdeveloped major gifts program

• Large individual gifts have been caught, not raised

• Fundraisers have refused to use RE7 to manage their portfolio

• Excited about NXT as a way to improve fundraising

Lisa, SVP of Developme

nt

Build CRM IndexThree organizational

measures of CRM health

Organizational Engagement

Strategy & Constituent Alignment

System Adoption & Collaboration

SystemAdoption &

Collaboration

OrganizationalEngagement

Strategy & ConstituentEngagement

HOW WE MEASUREHEALTH

Organizational

Engagement

Does organizational commitment to CRM start at the top?

HOW WE MEASUREHEALTH

Strategy & Constituent Alignment

RE: NXT surfaces “intelligent” information about constituents: is there a plan to act upon that information?

HOW WE MEASUREHEALTH

System Adoption & Collaboratio

n

Has your staff written off The Raiser’s Edge?

System Adoption & Collaboratio

n

• Organization is currently using a combination of RE7 and Excel and Outlook

• Lots of duplicates, many constituents not touched in years and when they have been, interactions have not been recorded

• Relationship management and other processes are inefficient and not documented

Lisa, SVP of Developme

nt

Build CRM IndexThree tactical

measures of CRM health Process Efficacy

Technological Capability &

System Organization

Data Hygiene & Organization

HOW WE MEASUREHEALTH

Technological Capability&

System Organization

How does The Raiser’s Edge/NXT fit within your organization's information ecosystem?

HOW WE MEASUREHEALTH

Data Hygiene &

Organization

How will data quality impact the “intelligence” of RE: NXT?

HOW WE MEASUREHEALTH

ProcessEfficacy

Do you have organizational agreement on how moves management will operate?

CRM IS BECOMING MOREPOWERFUL

MANAGEWORKFLOW

INDENTIFYTRENDS

MAKECONNECTIONS

POWERENGAGEMENT

CONSIDERATIONSTECHNOLOGY CANNOT

LEAD CHANGERETURN ON INVESTMENT

IS RELATIVERAISER’S EDGE NXT CANNOT ALWAYS

FILL GAPS

CAN YOU PLEASE JUSTTELL ME WHAT TODO

BEWARE OF THEAGGRESSIVESALESPERSON OR COMPANY

REMEMBER THATPROMISESSHOULD NOT BE PURCHASED

MAKE SURE YOUEVALUATETWICE & BUYONCE

UNDERSTAND THEHEALTHOF YOUR CRMECOSYSTEM

IF YOUTAKE AWAYONE THING,

TAKE AWAYTHIS

OO+ NT

=EOO