The Abortion pills for sale in Qatar@Doha [+27737758557] []Deira Dubai Kuwait
Optimize Your Blackbaud CRM Experience
1. 10/9/2013 Optimize your Blackbaud CRM Experience 1
Optimize Your Blackbaud CRM
Experience
PRESENTED BY KURT BARNES & CRAIG HAUBRICH
2. 10/9/2013 Optimize your Blackbaud CRM Experience 2
• 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
3. 10/9/2013 Optimize your Blackbaud CRM Experience 3
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
4. 10/9/2013 Optimize your Blackbaud CRM Experience 4
• 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
6. 10/9/2013 Optimize your Blackbaud CRM Experience 6
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!*
7. 10/9/2013 Optimize your Blackbaud CRM Experience 7
GET THE MOST OUT OF BLACKBAUD CRM
NEWEST FEATURES – WEB SHELL
8. 10/9/2013 Optimize your Blackbaud CRM Experience 8
GET THE MOST OUT OF BLACKBAUD CRM
NEWEST FEATURES – SHORTCUTS
9. 10/9/2013 Optimize your Blackbaud CRM Experience 9
GET THE MOST OUT OF BLACKBAUD CRM
NEWEST FEATURES
Additional Features
List Builder
BBIS
Enhancements
Duplicate
Management
Enhancements
And Many
More…
10. 10/9/2013 Optimize your Blackbaud CRM Experience 10
OPTIMIZE YOUR USER EXPERIENCE -
PREFERENCES
• http://youtu.be/or4fX_gtO9E
13. 10/9/2013 Optimize your Blackbaud CRM Experience 13
• Create Data Lists
OPTIMIZE YOUR USER EXPERIENCE
14. 10/9/2013 Optimize your Blackbaud CRM Experience 14
• Create New Tabs
OPTIMIZE YOUR USER EXPERIENCE
15. 10/9/2013 Optimize your Blackbaud CRM Experience 15
• Create or Edit Pages (for RE users – no more Red Checkmarks!)
OPTIMIZE YOUR USER EXPERIENCE
16. 10/9/2013 Optimize your Blackbaud CRM Experience 16
• Create Functional Areas!
OPTIMIZE YOUR USER EXPERIENCE
17. 10/9/2013 Optimize your Blackbaud CRM Experience 17
• 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
21. 10/9/2013 Optimize your Blackbaud CRM Experience 21
OPTIMIZE YOUR USER EXPERIENCE –
DASHBOARDS/WORKSPACES
22. 10/9/2013 Optimize your Blackbaud CRM Experience 22
OPTIMIZE YOUR USER EXPERIENCE –
DASHBOARDS/WORKSPACES
23. 10/9/2013 Optimize your Blackbaud CRM Experience 23
PAGE DESIGNER
• How to use Page Designer (with voice!)
• http://www.youtube.com/watch?v=P7CoRk2JrQA&feature=youtu.be
24. 10/9/2013 Optimize your Blackbaud CRM Experience 24
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
25. 10/9/2013 Optimize your Blackbaud CRM Experience 25
OPTIMIZE INTERACTING WITH YOUR DATA
• http://youtu.be/-HRrZtdhsGI
• How to Create Notifications
26. 10/9/2013 Optimize your Blackbaud CRM Experience 26
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
27. 10/9/2013 Optimize your Blackbaud CRM Experience 27
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
28. 10/9/2013 Optimize your Blackbaud CRM Experience 28
• Make fields required… or hide them!
OPTIMIZE YOUR DATA ENTRY
29. 10/9/2013 Optimize your Blackbaud CRM Experience 29
• 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
30. 10/9/2013 Optimize your Blackbaud CRM Experience 30
OPTIMIZE YOUR DATA ENTRY
• http://youtu.be/_MNuTfbQPTI
31. 10/9/2013 Optimize your Blackbaud CRM Experience 31
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
32. 10/9/2013 Optimize your Blackbaud CRM Experience 32
ATTRIBUTE FORM EXTENSIONS
• http://youtu.be/1TLaNSccNz4
34. 10/9/2013 Optimize your Blackbaud CRM Experience 34
• 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
35. 10/9/2013 Optimize your Blackbaud CRM Experience 35
• 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
36. 10/9/2013 Optimize your Blackbaud CRM Experience 36
• 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
37. 10/9/2013 Optimize your Blackbaud CRM Experience 37
• 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
38. 10/9/2013 Optimize your Blackbaud CRM Experience 38
• Make the system work for YOU!
- Business Process Automation
OPTIMIZE YOUR EFFICIENCY
40. 10/9/2013 Optimize your Blackbaud CRM Experience 40
• 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
41. 10/9/2013 Optimize your Blackbaud CRM Experience 41
• 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
42. 10/9/2013 Optimize your Blackbaud CRM Experience 42
Remember these resources!
Blackbaud
CRM User
Guides
Blackbaud
CRM
Resource
Center
Blackbaud
Developer
Network
OPTIMIZE YOUR KNOWLEDGE
43. 10/9/2013 Optimize your Blackbaud CRM Experience 43
OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM
44. 10/9/2013 Optimize your Blackbaud CRM Experience 44
OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM
45. 10/9/2013 Optimize your Blackbaud CRM Experience 45
OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM
46. 10/9/2013 Optimize your Blackbaud CRM Experience 46
OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD CRM RESOURCE CENTER
47. 10/9/2013 Optimize your Blackbaud CRM Experience 47
OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD DEVELOPER NETWORK (WWW.BBDEVNETWORK.COM)
48. 10/9/2013 Optimize your Blackbaud CRM Experience 48
TWEET ABOUT YOUR SESSION
There are so many great things
I can do with Blackbaud CRM to
make my life easier!
#optimizebbcrm #crm #bbcon