New York NXT Roadshow
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Here are the key points I would highlight in telling the story of ROI with Raiser's Edge NXT: 1. Consolidate disparate systems and vendors onto one integrated platform, reducing total cost of ownership. 2. Eliminate ongoing IT maintenance costs like server hardware refreshes, backups, downtime expenses with a fully hosted cloud solution. 3. Leverage built-in data enrichment tools to identify more donors, increase response rates, and reduce mail costs. 4. Utilize online fundraising and marketing automation tools to drive more ongoing annual revenue. 5. Quantify potential increased identification of major donors and associated increased major gift revenue. 6. Obtain a cost quote from your Blackbaud
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New York NXT Roadshow
- 1. Welcome to the NXT ROADSHOW! July 16th 2015 | New York, NY
- 2. Introductions • Reed Smith, Director of Product Management • Mary Pat Donnellon, Vice President of Marketing • Lauren Culbertson, Marketing Manger for Raiser’s Edge NXT • Jenny Matheney, Product Marketing Director • David Kilmer, Principal Solutions Engineer • Bill Connors, Partner and Independent Consultant • Carey Carlson, Principal Solutions Engineer • Thomas Walker, Product Manager Financial Edge NXT
- 3. Today’s Agendas Raiser’s Edge NXT Financial Edge NXT
- 5. And a special ask of our guests… Share your experiences today! We will pick one random tweet from Twitter to win an Apple Watch! #theNXTera
- 6. Raiser’s Edge NXTTM Vision and Solution Presented by Reed Smith & Laurens Smith
- 11. Smart, role-based experience RE NXT will focus on the jobs to be done. Delivering the right tool for the right job…
- 12. Easy migration
- 13. Easy migration
- 14. SO, WHAT IS IT?
- 16. Web View Focused on Jobs to Be Done
- 17. Full Raiser’s Edge Feature Set: Database View
- 18. Building Raiser’s Edge NXT by Role YOUR MISSION. YOUR PEOPLE. ONE SOLUTION.
- 19. 19 Always Up-to-Date Always on Secure Zero IT Hassle…lower cost of ownership Built For The Cloud Raiser’s Edge NXT
- 20. Getting To The Cloud
- 21. Raiser’s Edge 7 Client – Local Server RE7 DB RE7 Application Local Server Raiser’s Edge On-Premises Today
- 22. Raiser’s Edge 7 Hosted Raiser’s Edge 7 Client - Server RE7 DB Raiser’s Edge Moves to Hosting
- 23. Raiser’s Edge 7 Hosted RE7 DB Current Customers: Raiser’s Edge Moves to Hosting
- 24. “Database” View Raiser’s Edge NXT “NXT Web” View power of The Raiser’s Edge flexible, SMART, & built for the future Built for the Cloud
- 25. “Database” View Raiser’s Edge NXT “NXT Web” View Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer
- 26. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Fundraising Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer
- 27. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Fundraising Executive Reporting Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer
- 28. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Fundraising Executive Reporting Events & Marketing Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer
- 29. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Membership Fundraising Executive Reporting Events & Marketing Membership Volunteer Fundraising Executive Reporting Events & Marketing Data Entry Volunteer
- 30. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Data entry Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer Fundraising Executive Reporting Events & Marketing Membership Volunteer
- 31. A Completely New Experience User Community Knowledgebase Training Central Training Central and Help Tools
- 32. YOUR MISSION. YOUR PEOPLE. ONE SOLUTION. INFORMATION ACTIONABLE ANALYTICS & FLEXIBLE REPORTING FOR DEEPER INSIGHT FUNDRAISING TARGETED MARKETING, ONLINE FUNDRAISING & CROWDFUNDING RELATIONSHIPS WORLD’S LEADING CRM DATABASE FOR NONPROFITS FINANCIALS EASY GIFT & PAYMENT PROCESSING POSTED RIGHT TO YOUR DATABASE PROGRAMS BETTER MANAGEMENT: EVENTS, MEMBERSHIP VOLUNTEER PROGRAMS SECURITY TRAINING BENCHMARKS COMMUNITY CLOUD
- 33. BUT ENOUGH TALK…
- 34. ROADMAP
- 35. Multi-hat Fundraiser • Deeper Add and edit capabilities • List building • Additional Workflow management Building the Experience by Roles NXT “Role” Roadmap Executive Director • Web based BI • Overall Performance Metrics • Campaign, Fund, Appeal Reports • Donor Dashboards Frontline Fundraiser • Constituent record • Fundraiser Workcenter • Moves Management • Initial BI for Fundraisers • Support for key add and edit Major Giving Manager • Pipeline Management • Assignment Management • BI for major giving Others (Timing & Order TBD): • Annual Fund Manager • Events Manager • Communications • Data Entry • Marketing • Membership • Volunteer foundational product microservices, interactions and application capabilities Summer 2015 Jun 2016
- 36. Roadmap • Release Every 1-2 Months • New features and new capabilities based on roles • Never have to install software to receive updates • Proactive communication of upcoming features
- 37. THE FUNDRAISER ROLE Raiser’s Edge NXT is being built specifically to help fundraisers to raise money more effectively, improve donor cultivation, and increase major donor revenue. • Mobile constituent view helps you to access donor information while you are out of the office fundraising. • Fundraiser Work Center built specifically to help you track the performance of your portfolio and pipeline. • Wealth analytics easily identify which donors you should be targeting for a major gift. • Online fundraising helps you raise money across all channels, no manual entry required.
- 38. 38 Fundraiser awareness… who needs attention? We make it easy for Fundraisers by doing the heavy lifting for donor situations they need to made aware of.
- 39. Make it easy for Fundraisers to pay attention to timely situations: • Who has been recently assigned to you? • Who haven’t I contacted in 90 days? • Who haven’t I met with in in 180 days? • Who is Lapsing – no gift in 12-15 months • Who Lapsed – no gift in 15-24 months • Who I Lost – no gift in over 24 months • Who has High Wealth? • Who has Higher Giving Potential? • Who recently registered for Event? • Who has Overdue Pledges? • More… • Fundraiser Overview page • Tile on constituent record • Columns and filters in lists So what do we listen to? Where will you see these situations? NOTE: User defined situations coming in future releases…
- 40. Updated: April 2014 Blackbaud Confidential Moves Management: Make it easy for fundraisers and the team to have context into the various donor stages and identify risk areas • 1st class way of managing both prospect and proposal statuses over time • Identify issues at certain stages with configuration for days in status. • Following: Focused reporting and workflow around pipeline management
- 41. Updated: April 2014 Blackbaud Confidential Attachments – Make it easy for fundraisers to attach supporting documents to the right places. Reduce overhead, data entry, and improve cohesion. • Full web based attachments and web links. • Will support initially: constituents, profile pictures, proposals, and actions. • Utility to help you move your on premise media to the cloud in migration!
- 42. “I wish I could’ve recorded their [staff] facial expressions when they saw it [Raiser’s Edge NXT]. When they understood what it changed for them. They had been hesitant to make the change, but once they were working in it, their faces were glowing! And most of them have now said, ‘NOW, we are ready to do our jobs!’” – Daysi Serrano, Olive Crest Treatment Centers
- 43. EXECUTIVE DIRECTOR Job Titles: CEO, Director, President, Foundation Director Persona Profile: Business-oriented, reports to the board Goals: Achieving mission, growth of the NPO, longterm stability High Value NXT Features: Reports, Dashboards, Work Center, Workflow planning • How are we performing? • Do I need to make any changes to our current stagey? • Where should I spend my time today? • Are there any donors that I should personally reach out to? • How do I compare to my peers?
- 44. Goals for executives (and eventually all staff) • You discover opportunities and problems faster • Knowledge is shared faster, easier across the org • We connect insights with features so you can take action • We scale our capability with your needs Embedded insights and reports Custom Report building and delivery Integrate other data for reporting The work for Executives will include the architectural foundation for all roles we approach reporting needs, enabling new capabilities overall
- 45. Updated: April 2014 Blackbaud Confidential • Deliver critical performance metrics for the nonprofit overall • Deliver insights for campaigns, funds, appeals and other high level areas • Communicate key donor breakdowns to identify your base • Enable simple distribution of knowledge through NXT and offline • Connect insights with key product functionality Stage 1: Embedded Reports for Executives
- 46. Free your data. Bring your organization together.
- 47. ARE YOU READY?
- 48. WHAT RAISER’S EDGE NXT MEANS FOR YOU AND ME Bill Connors Expert, Independent Consulting and Training on Raiser's Edge
- 49. What RE NXT Means for You and Me 10. We have something new and exciting! 9. Anywhere, any time, any device 8. State of the art design and technology
- 51. What RE NXT Means for You and Me 7. API and the Blackbaud Marketplace
- 52. What RE NXT Means for You and Me 6. Better integration with Blackbaud’s products and services 5. Ease of conversion and implementation 4. Cloud-based 3. Unlimited users
- 53. What RE NXT Means for You and Me 2. Prescriptive nature
- 54. What RE NXT Means for You and Me 1. Role focus, starting with fundraisers!
- 55. Q & A
- 56. What is included in the NXT packages? How can I use the tools in NXT to drive success? How do I tell the story of ROI that I will get in NXT? DRIVING SUCCESS WITH RAISER’S EDGE NXT
- 57. INFORMATION ACTIONABLE ANALYTICS & FLEXIBLE REPORTING FOR DEEPER INSIGHT FUNDRAISING TARGETED MARKETING, ONLINE FUNDRAISING, & CROWDFUNDING RELATIONSHIPS WORLD’S LEADING CRM DATABASE FOR NONPROFITS FINANCIALS EASY GIFT & PAYMENT PROCESSING POSTED RIGHT TO YOUR DATABASE PROGRAMS BETTER MANAGEMENT: EVENTS, MEMBERSHIP VOLUNTEER PROGRAMS YOUR MISSION. YOUR PEOPLE. ONE SOLUTION.
- 58. SUBSCRIPTIONPACKAGES STARTER CLOUD ACCESS Hosting (web & mobile) Unlimited users Training videos & chat support FUNDRAISING & SUPPORTER MANAGEMENT Online Express: Simple email & online fundraising Everyday Hero: Crowd-fundraising Recurring gifts (EFT) & payment processing Tribute & memorial gifts Planned giving Prospect Research Events, Membership, Volunteer, Alumni DATA ENRICHMENT & ANALYTICS Address updates & wealth ratings Email & phone appends Suggested major donors & ask amounts ResearchPoint: Prospect research screening EVERY SUBSCRIPTION PACKAGE INCLUDES: Modules, analytics, hosting, and online functionality in EVERY LEVEL. ESSENTIALS Pick 1 PRO Pick 3
- 59. DATA ENRICHMENT & ANALYTICS DATA ENRICHMENT AUTOMATICALLY FIND AND CORRECT DATA WEALTH ANALYTICS SCREEN, TARGET, GET RESULTS
- 60. DATA ENRICHMENT • Stay compliant with USPS • Reduce returned mail costs • Improve response rates • Skip the mail house ADDRESS UPDATES VERIFIES, CORRECTS,& APPENDS MISSING ADDRESSES 15% of supporters change addresses each year.
- 61. DATA ENRICHMENT • Grow your house file • Drive response rates • Reduce bounce-backs Finds email addresses for ~20% of your contacts. EMAIL APPENDS IDENTIFIES & APPENDS MISSING EMAIL ADDRESSES
- 62. DATA ENRICHMENT • Gear up for calling campaigns • Stop calling dead numbers • Keep in touch PHONE UPDATES VERIFIES, CORRECTS, & APPENDS MISSING PHONE NUMBERS
- 63. WEALTH ANALYTICS SCREEN, TARGET, GET RESULTS DATA ENRICHMENT & ANALYTICS
- 64. WEALTH ANALYTICS • Find wealthiest constituents (>$500K to $25M+) • Segment your database • Prioritize major gift efforts WEALTH RATINGS PROVIDES SIMPLE WEALTH RATING BASED ON PUBLIC ASSETS
- 65. WEALTH ANALYTICS • Identify top major donors • Prioritize efforts based on expected return • Maximize major gift amounts SUGGESTED MAJOR DONOR & ASKS IDENTIFIES MAJOR DONOR PROSPECTS AND ASK AMOUNTS Identifies ~5% of annual donors that could become major donors.
- 66. WEALTH ANALYTICS • Research top prospects • See outside giving history • Move donors through the pipeline • Surface custom models RESEARCHPOINT INDIVIDUAL SCREENING USING HARD ASSET DATA
- 67. ONLINE FUNDRAISING EMAIL MARKETING COMMUNICATIONS THAT ENGAGE & INTERACT SOCIAL FUNDRAISING GO VIRAL MULTICHANNEL GIVING DRIVE ONLINE DONATIONS
- 68. ONLINE EXPRESS COMMUNICATIONS THAT ENGAGE & INTERACT • Segment lists using analytics • Send professional emails (formatted for mobile devices) • Measure open & conversion rates EMAIL MARKETING
- 70. EVERYDAY HERO SOCIAL FUNDRAISING • Build pipeline of prospects • Access new revenue stream • Inspire advocates for your cause
- 71. Bringing it all together One seamless experience Find missing email addresses Segment supporters Send communication Receive donationProcess donationReport results EMAIL MARKETING EMAIL APPENDS WEALTH RATINGS ONLINE GIVING PAYMENT PROCESSING CROWD FUNDING CRM DATABASE
- 72. Raiser’s Edge NXT Return on Investment
- 73. INFORMATION WEALTH SCREENS PROSPECT RESEARCH FUNDRAISING ONLINE FUNDRAISING EMAIL MARKETING CROWDFUNDRAISING RELATIONSHIPS CRM DATABASE NCOA FINANCIALS PAYMENT SERVICES PROGRAMS EVENTS VOUNTEER MEMBERSHIP Step 1: Add up annual spend on disparate solutions
- 74. Server hardware Labor Tech RefreshSoftware Backup Downtime$ BB One predictable Cost $ $ $ $ $ Client- Server Annual Costs NXT Cloud TCO $ Step 2: Calculate annual IT maintenance costs
- 75. Major Donor Identification Address Updates Example: Organization with 50,000 Records Step 3: Estimate NXT impact on annual performance Email Appends 50K records $7,500 ANNUAL SAVINGS $1 cost/ mail 15% move rate X X = 50K records $50K ANNUAL GAINS $5 gift/ email 20% append rate X X = 5% ID rate $125K ANNUAL GAINS $50 0 avg major gift 25% convert rate X X =20K annual donors X
- 76. Step 4: Get a quote from your BB Account Executive STARTER CLOUD ACCESS Hosting (web & mobile) Unlimited users Training videos & chat support FUNDRAISING & SUPPORTER MANAGEMENT Online Express: Simple email & online fundraising Everyday Hero: Crowd-fundraising Recurring gifts (EFT) & payment processing Tribute & memorial gifts Planned giving Prospect Research Events, Membership, Volunteer, Alumni DATA ENRICHMENT & ANALYTICS Address updates & wealth ratings Email & phone appends Suggested major donors & ask amounts ResearchPoint: Prospect research screening ESSENTIALS Pick 1 PRO Pick 3
- 77. Step 5: Calculate Return on Investment COST SAVINGS $29,500 Annual spend on disparate solutions $12,000 Annual IT maintenance costs $10,000 Annual savings from returned mail $7,500 NEW REVENUE $175,000 Annual gains from house file growth $50,000 Annual gains from major donor identification $125,000 NXT INVESTMENT -$15,000 RETURN ON INVESTMENT 12.6
- 78. All Aboard! Destination: Raiser’s Edge NXT RAISER’S EDGE NXT
- 79. WHAT YOU NEED TO WORK ON • Spread the word • Consider Blackbaud hosting • Talk with your account executive about the best package for your organization WHAT YOU DON’T NEEDTO WORRY ABOUT • Should I delete constituent records? • What about getting the data ready? • How much work is the implementation? GETTING READY FOR NXT
- 80. SHARE THE ENTHUSIASM! Pick the 3 things you and your team are most excited about!
- 81. READY TO GO TO BLACKBAUD HOSTING? THIS DOES APPLY TO • Financial Edge integrations • Omatic products • Any work directly off the backend SQL Server tables THIS DOES NOT APPLY TO • Crystal Reports – fully supported • Exporting and importing – fully supported • Printing – fully supported • Blackbaud online integrations – fully supported If you’re already on Blackbaud hosting, you’re all set!* Reach out to your account executive with specific questions Do you have any integrations or processes that might have issues with hosting?
- 82. SELECT YOUR NXT PACKAGE NXT comes with significantly more than Raiser’s Edge 7 maintenance • Hosting • Unlimited users • More modules • Online Express • Data enrichment services and analytics • NXT Compare what you’re paying now For example: • Blackbaud hosting, Blackbaud analytics, Blackbaud data enrichment services, Blackbaud online tools • Replaces Wealth Engine, Constant Contact, Network for Good, etc. • No Server or related expenses needed REMEMBER. THIS REPLACES YOUR MAINTENANCE, NOT IN ADDITION TO IT
- 83. PROBABLY NO Let’s not replace one bad habit for another Caution: There’s much more to a record than just gift history Don’t just delete inactive records Instead: Run the Duplicate Report Do the results there justify any must-do-first work? (Remember, the count is of possible duplicates, not necessarily actual duplicates. There are usually more not-duplicates than duplicates.) SHOULD I DELETE CONSTITUENTS?
- 84. Does the number of records you might possibly find justify the effort and risk? Analysis of a database with 160,000 records: 49,586 records with no hard credit gift activity • 45,099 of those have no actions • 44,804 of those have no linked event record • 44,500 of those have no volunteer assignment • 21,002 of those have no volunteer time sheet (which means that 23,498 of these folks do have a volunteer time sheet) • 20,999 have no proposal • 17,559 have no individual relationships • 6,735 have no org relationships • 5,365 have no soft credit gifts • 3,437 have no notes DELETING RECORDS?
- 85. WHAT DO I HAVE TO DO TO GET THE DATABASE READY? • Fundraisers (Solicitors) who will want to use the Work Center function of NXT: link constituent records to user accounts. • That’s it! DATA PREPARATION
- 86. WHAT’S THE IMPLEMENTATION LIKE? IF YOU’RE NOT ALREADY ON BLACKBAUD HOSTING, TO MOVE TO HOSTING: 1. When you’re ready 2. Send Blackbaud a backup IMPLEMENTATION
- 87. MOVING TO HOSTING 3. Upgrade to 7.94 IMPLEMENTATION
- 88. MOVING TO HOSTING 4. Install Citrix client on workstations only for those that need the Database View IMPLEMENTATION
- 89. MOVING TO HOSTING 5. Set up Blackbaud hosting accounts only for those that need the Database View IMPLEMENTATION
- 90. MOVING TO HOSTING 6. Train users on accessing and logging into hosting only if they need the Database View IMPLEMENTATION
- 91. MOVING TO HOSTING There might be some slight re-work of certain things now that you’re in the hosting environment, but these are usually quick and simple. For example: • Move Crystal Reports and re-set report parameters • Set up User Options IMPLEMENTATION
- 92. NXT WEB VIEW SETUP • Google accounts or email? • 10 seconds per user to invite to NXT IMPLEMENTATION
- 93. NXT WEB VIEW SETUP • Tell users invitation email is coming so they know it’s legitimate and respond • Host a 30-60 minute walk-through with them UH, THEN…THAT’S IT! • No software to install for NXT Web View users • No extensive training IMPLEMENTATION
- 94. OVER TIME, AFTER YOU’RE IN NXT… • Clean up solicitor assignments and portfolios • Clean up code tables that NXT web view users will be using most (e.g., Action and Note Types) • Clean up policies and procedures regarding Solicitors, Actions, Notes and Proposals But… these are things we all “should” be doing anyway and being in NXT will help you get the buy-in from your users to make real progress on these things because they will care! And you don’t even have to do any of this to get the NXT subscription benefits on Raiser’s Edge 7 now! DATA PREPARATIO
- 95. IT’S REALLY, REALLY EASY: 1. Present the new features and benefits to your team 2. Consider Hosting 3. Work with your account executive to get the right package THAT’S IT! YOU CAN MOVE TO NXT. SUMMARY Visit theNXTera.com -- for a brief NXT demo
- 97. Hi! I’M Jenny Matheney, Director, Marketing At Blackbaud: 14 years Hometown: Charleston, SC Love to cook Was the 6th grade Chess champion
- 98. THE VALUE OF The right Cloud for nonprofits Intuitive and friendly fundraiser experience Embedded, powerful analytics for actionable insights Integrated payment processing & financial management Built-in nonprofit best practices- intellectual property built into the product Included simple online fundraising & marketing
- 99. ACCELERATE MULTI-CHANNEL FUNDRAISING ENGAGE MORE EFFECTIVELY AUTOMATE PROCESSES RAISE MORE MONEY
- 100. WHILE MANAGING THE EVOLVING INDUSTRY LANDSCAPE HIGHER DONOR EXPECTATIONS INCREASED DEMAND FOR SERVICES GENERATIONAL GIVING SHIFTS DECLINING DONOR RETENTION INCREASED COMPETITION & DECREASED MIND SHARE
- 101. What if you could get even MORE value from your Blackbaud solution?
- 102. Developed for the modern nonprofit, Blackbaud’s leading constituent engagement solution, with is an all-inclusive donor management and digital marketing suite enabling you to compete more effectively for attention and dollars.
- 103. 5
- 104. DELIVER RIGHT MESSAGE. RIGHT PERSON. ADVANCED SEGMENTATION & REPORTING 1
- 105. POWERFUL ANALYTICS & INSIGHTS
- 110. MULTI-CHANNEL FUNDRAISING AT ITS BEST 3
- 111. EASILY EXPAND CHANNELS Social media Direct mail Phone Email In-person Website Peer-to-peer
- 112. PEER TO PEER, PERSONAL FUNDRAISING, & ADVOCACY
- 113. DELIVERED WITH BEST PRACTICE STRATEGIC SERVICES EMAIL MARKETING AUTOMATION DONATION MANAGEMENT CONTENT MANAGEMENT CALENDAR EVENTS ROBUST REPORTING CONSTITUENT 360 Luminate Online GROUP CONSULTING WEBINARS BEST PRACTICES FOR RESULTS TOOLS TRAINING + RESOURCE CTR PRODUCTION SERVICES COMMUNITY SUPPORT ANALYTICS & BENCHMARKS Go! Program
- 114. DELIVERED WITH BEST PRACTICE STRATEGIC SERVICES Q1 WELCOME SERIES Q2 SUSTAINER FUNDRAISING Q3 HOUSEFILE ENGAGEMENT Q4 YEAR-END FUNDRAISING Converting site visitors + cultivating new subscribers Production of eNews & launch activities Writing a compelling ask + cultivating new supporters Build & send, online sustainer appeal + continue eNews Engagement for your mission / Viral marketing Build & send email messages + Continue eNews Maximizing year-end giving + Donation form best practices Build & send email appeals + Continue eNews
- 115. EFFECTIVELY MANAGE THE END TO END SUPPORTER JOURNEY 4
- 116. FROM “HELLO” TO HIGHLY ENGAGED POTENTIAL SUPPORTER Data enrichment & Segmentation Email Acquisition- Sign up Direct Mail Website Peer to peer network effect New ways of engaging Finding & introducing Noisy space with limited mindshare SUPPORTER Automated Welcome Series Dynamic Content Smart Donation forms & payment processing How do you capitalize on interest? How do you convert to donor? 1-TIME DONOR Personalized Targeted Content Work Centers & Cultivation Tracks Analytics & demographics Recurring giving programs How do you retain them? How do you ensure you get the maximize their gift? SUSTAINING DONOR Enable your donors and supporters with tools, programs, and events to engage in diverse ways & help spread the word How can they have more mission impact How can they help spread the word? MAJOR DONOR/ LIFELONG SUPPORTER ENAGED DONOR/ADVOCATE High touch moves management Giving Manager Work Center Wealth Analytics Who to pursue for major gifts? When to make a major ask? How?
- 117. SINGLE VIEW OF TRUTH 5
- 118. INTEGRATED SOLUTION Powerful Integration Luminate Online Luminate Online • 360° view for powerful, multi-channel marketing, fundraising, analytics, reporting, & planning Give to my favorite nonprofit ONLINE ACTIVITY & TRANSACTIONS ONLINE MARKETING & COMMUNICATION
- 119. TOTAL CONSTITUENT ENGAGEMENT SOLUTION
- 120. AVAILABLE RESOURCES
- 121. Email You ask… We answer… I have Blackbaud NetCommunity, so what does RE NXT mean for me? • RE NXT integrates with BBNC. There is no integration loss. • Several hundred BBNC customers have found Online Express to be a better fit for their needs and already transitioned over. • As part of RE NXT, Online Express will benefit from rapid innovation- released every 2 weeks. I have Sphere, what does that mean? • Much like BBNC customers, many Sphere customers have found that RE NXT and the Luminate Online suite better meet their needs and have already transitioned over. • With so much investment for innovation going into RE NXT and Luminate Online, these are great options to consider at the right time for your organization. • You can continue using Sphere with RE NXT. Have other customers transitioned from an existing Blackbaud Internet solution to NXT or NXT with Luminate Online? • Yes. We have helped over 500 customers already transition. Q & A
- 122. And the winner is….
Notas do Editor
- Welcome!! My name is Jay Odell. I am the VP of CRM Solutions for CRM Solutions for Blackbaud. I am joined onstage by my colleague, Anthony Tomaino, Sr. Prod Mgr for Raiser’s Edge NXT. We are going to focus this session today on Raiser’s Edge NXT. We have another session tomorrow where we will go into more detail on RE7 enhancements we’ve made this year and our plan for a release in early 2015. Before we get started, we’re going to have a little fun…
- When we set out to build RE NXT, we spent a lot of time listening to questions you, our customers, had. Fortunately, we have a lot of loyal, passionate customers very willing to give us feedback! Here are examples of what we heard Make sure I don’t lose this piece of functionality – I really need batch or gift entry; someone else is very reliant on specific reports Do I have to go through a migration again? How do I get people to access information themselves? I spend so much time running queries and reports and giving them to people. We created several guiding principles for how we built RE NXT (add messaging/words from Mktg team’s work below)
- Mobile devices accounted for 55% of internet usage in January, 2014. It was the first time mobile devices surpasses PCs. The use of mobile devices to access the internet increased 67% over the last 12 months. We wanted to build something that gave you access anytime, anywhere – mobile device in a coffee shop, tablet in the back of a car travelling to your next appointment, in the office, at home on the couch, etc. Every user has their preference for how they want to access information, and NXT will enable it. You’ll hear us talk a lot about “being in the cloud.” How many of you use gmail? Facebook? You can access them anywhere…anytime. We want RE to be the same Every user has their preference for how they want to access information, and NXT will enable it. Expand # people who can leverage the information in RE AND save time for the database manager We wanted to enable Sending donor profiles with the click of a button. Sending a profile should be a link, not a report you have to run. Just like Anthony texted me a link to a constituent a few minutes ago Development Officers actually enter in their key interactions with donors vs. asking the database administrator to do it because they don’t know how to use the system well Enabling executives and development directors to access key information on their own. Instead of asking a DBA to run reports and analyze who to focus on, executives and Development Directors have the information they need at the fingertips and can access it on their own The first thing we are doing to enable this, is RE NXT will be unlimited users. Anyone that you give access to can use the system…any time…any where. We also wanted to enable full functionality on any device. So, I use Wells Fargo for my personal banking. Wells Fargo has a great web site and they have a nice mobile app. On the mobile app, I can take a picture and deposit a check, I can check my balances, and I can transfer funds. If I want to do more, I have to their web site on my computer – add my wife to account, change my address, open a new account. We want to build Raiser’s Edge NXT so you get full functionality on your phone, tablet, or computer.
- The second thing we did is we built a simple, beautiful user interface that anyone can use. You don’ t have to be an RE expert to use it. We believe this will significantly cut down the time the primary RE users spend running reports and passing them around, entering data for other people.
- …We wanted NXT to be more more than just a new interface…it will also provides insights and clear cut intelligence to those who need it – leveraging embedded analytics, such as wealth ratings or ask amounts AND built-in best practices to help you achieve better fundraising. I heard a quote from a customer that really resonated with me. This customer told me “There is SO much good data in our Raiser’s Edge database. However, we have to work harder in order to be smarter and use this great data.” We want you to work less to be smarter and improve your fundraising results Take the example from the role play Anthony and I did earlier – RE NXT told me there are three people who need my attention, and it suggested the action I should take with the yellow star. It also leveraged information from embedded analytics that are included with RE NXT, such as wealth Anticipate what you will want to do, such as have a senior person make a personal call to a new high value donor; mark an action for the Development Director to assign them a solicitor) We felt it was important to take a role-based approach with deep nonprofit expertise to the user interface. We wanted to focus on the jobs to be done. The person conducting high touch fundraising needs a different view into the application than the person doing data entry, which is different from the Development Director assigning solicitors and managing overall fundraising. Put information in the hands of people who use it where they need it
- Raise your hand if you went through v6-v7 conversion? Keep your hand up if it was an enjoyable process for you. I’m sure you all enjoyed the data conversion, the reimplementation, new integrations, rebuilding queries, etc. Migrations can be very intimidating
- One #1 guiding principle was to make the transition to NXT easy for you No loss of functionality No data conversion No re-implementation
- I am excited to share with you Raiser’s Edge NXT. As a fundraiser, I am really excited about this product and how much it will help people like you, who are on the front-lines of raising money to benefit your communities. Raiser’s Edge NXT is the first-of-its-kind cloud fundraising and relationship management solution. It is smart, all-inclusive, fully integrated solution, that provides all the tools that a nonprofit needs to be successful, on one cloud platform. Not only will this help manage your fundraising programs, but It is advanced technology will help you grow your constituent base, cultivate new revenue streams, and expand your organization’s impact like never before. RE NXT is unique from any other solution. No other nonprofit cloud solution can match the intelligence, accessibility, performance, and user experience that NXT delivers.
- [Jay] So what are the components of Raiser’s Edge NXT? First, is the new web-based user interface. You’ll see more of it in just a few minutes The interface serves up information in meaningful ways via a role-based interface (the jobs to be done). The initial version is focused on fundraisers, executives, and development directors. And…we are very quickly going to expand the jobs and roles. Expect a new release every 1-2 months that expands the breadth of this new interface
- [Jay] All users will have access to the new web-based interface, but other users needing deeper system access will use the classic Raiser’s Edge interface RE NXT leverages our reliable RE7 database is its foundational data source. This enables No loss of functionality. Minimized Change Management Existing Integrations with products continue to function (Luminate Online, BBNC, etc. etc.)
- We are developing the Raiser’s Edge NXT web experience by nonprofit roles to provide an intuitive, smooth transition for our customers. The person conducting high touch fundraising needs a different view into the application than the person doing data entry, which is different from the Development Director assigning solicitors and managing overall fundraising.
- Raise your hand if you use facebook? How long did it take you to install the last update on all of the PCs you use and your tablet and phone? Raise your hand if you use gmail? What version are you on? Do you know if you are using the latest release? Always on . . . NXT is always available wherever you are on all of your devices – computer, laptop, or phone Secure . . . Designed with security in mind. In a survey I saw recently, half of small and mid-size organizations said that they know they are underinvesting in IT security and vulnerable because they don’t have enough budget or staff to do it. Because we are serving thousands of customers, we can invest in the latest technology and knowledgeable staff to keep your data safe. Zero IT Hassle . . . Never buy or manage another server again. Never run around to all of the PCs in your office and install updates Always Up-to-Date . . . NXT is always up-to-date automatically. You are always on the latest version without having to install software. We plan to release a new version every 1-2 months, and you will be automatically updated. These capabilities enable Your executives to review results of the latest capital campaign any time they want to see it Fundraisers to review constituent information with up-to-the-second updates prior to walking into an event or a meeting with a supporter Database administrators no longer have to print out reports or email them around
- Our #1 guiding principle was to make the transition to NXT easy for our 13,000 customers using The Raiser’s Edge today. To achieve this, NXT is recreating the data model of The Raiser’s Edge into a new web experience that will allow organizations to interact with data in a different way than they could in The Raiser’s Edge, without having to go through a conversion.
- Being in the cloud gives us the opportunity to give you a completely new experience for using our products. If you want to use Google Maps or Google Play or Google Images, is it hard to remember what link or web site to go to? Where do you go? You want to access RE NXT? How about going to Blackbaud.com and sign in with your ONE login id that accesses Blackbaud.com, RE NXT, FE NXT, and (over time) other Blackbaud products While you are using RE, you want to access another product such as Financial Edge NXT or ResearchPoint, click in the upper left corner and move to the other product. No more having to remember or bookmark launch pages You want to access online training through Training Central or our online community or Knowledgebase? You are already logged in and a click away. We are even going to embed Knowledgebase results WITHIN the product. From the help icon, do a help search and it will retrieve results from user guides AND knowledgebase – all from within the product. You have a question you need to ask to a knowledgeable support analyst? In the product select chat with a representative…we automatically know your organization, who you are, and what product you are in so you go right through to the right person.
- Raiser’s Edge NXT is truly a total solution that provides all the tools that you need to be successful, on one platform and one simple subscription price. This includes the world’s leading CRM database for nonprofits, powered with data enrichment and demographics to help you build the foundation for solid relationships. Analytics and reporting push you information that you can use to drive targeted marketing; and online & social fundraising tools help you raise money in new ways...from donations to events and all of your fundraising programs, gifts and payments are seamlessly processed from start to finish. And it’s not just software... NXT includes ongoing training, customer success, technical support, and unlimited users – so you can pull together all of your processes and your people to work TOGETHER in one environment.
- The first version of the NXT experience will initially be focused on fundraisers, but quickly expand to cover all roles at the nonprofit—from volunteers, to executives, to events staff and beyond. We will have a regular 1-2 month release cadence continually rolling out new roles and functionality through an intuitive, non-disruptive experience, educating users as we go. Build the Base Build broad range of foundational product microservices, interactions and application capabilities Frontline Fundraisers and Solicitors (RE NXT Launch) At initial release we will have key capabilities for frontline fundraisers. This focuses on individuals consume constituent data for engagement purposes vs. directly adding and editing constituent details. Executive Director Enable executive and major giving managers aggregated views to effectively uncover opportunities and issues that can help shape direction for the organization. Enhanced action item and workflow planning. Multiple hat Fundraiser Manager Complete most of the add and edit capabilities for key constituent data (constituents and gifts). Typically smaller organizations will have individuals who have more access and more responsibility and need to contribute fully to the constituent record. More advanced list building criteria. Major Giving Manager Major gift fundraising, including notes, actions, and proposals. Will also contain self-service list building. Others we are investigating: Annual Fund Manager, Events and Program Manager
- Benefits of the cloud allows us rapid deployment of features and fixes. No more go to Blackbaud.com, look up your product, download the latest version, install it on everyone’s work stations, etc. Will attack monthly releases Focused on filling out needs for specific roles and jobs to be done. Some releases will be to tighten up specific areas and then there will be larger releases where we go after an entire role. Always be proactive through our online communications, in app messaging through communities. The goal is always a gently deployed feature set you can take advantage of immediately.
- Build the Base Build broad range of foundational product microservices, interactions and application capabilities Frontline Fundraisers and Solicitors (RE NXT Launch) At initial release we will have key capabilities for frontline fundraisers. This focuses on individuals consume constituent data for engagement purposes vs. directly adding and editing constituent details. Executive Director Enable executive and major giving managers aggregated views to effectively uncover opportunities and issues that can help shape direction for the organization. Enhanced action item and workflow planning. Multiple hat Fundraiser Manager Complete most of the add and edit capabilities for key constituent data (constituents and gifts). Typically smaller organizations will have individuals who have more access and more responsibility and need to contribute fully to the constituent record. More advanced list building criteria. Major Giving Manager Major gift fundraising, including notes, actions, and proposals. Will also contain self-service list building. Others we are investigating: Annual Fund Manager, Events and Program Manager
- As fundraisers we all want to be better stewards, but sometimes it’s hard to find the time, or we don’t have the resources to reach out to our supporters. A recent study showed that 53% of donors leave due to the nonprofit’s failure to communicate. (The Burk Donor Survey, Cygnus Applied Research)And successful communication doesn’t just mean sending emails. It means truly knowing who your supporters are and how your cause relates to them, and showing them how their support has fueled your organization to do more. With a deeper understanding of supporters, you can then segment your audience based on what you know about them to ensure you are sending the right message with the right vehicle at the right time.
- Should we focus on acquisition or retention? How is our major giving program going?
- Benefits of the cloud allows us rapid deployment of features and fixes. No more go to Blackbaud.com, look up your product, download the latest version, install it on everyone’s work stations, etc. Will attack monthly releases Focused on filling out needs for specific roles and jobs to be done. Some releases will be to tighten up specific areas and then there will be larger releases where we go after an entire role. Always be proactive through our online communications, in app messaging through communities. The goal is always a gently deployed feature set you can take advantage of immediately.
- We believe this is how you’ll feel with Raiser’s Edge NXT
- Benefits of the cloud allows us rapid deployment of features and fixes. No more go to Blackbaud.com, look up your product, download the latest version, install it on everyone’s work stations, etc. Will attack monthly releases Focused on filling out needs for specific roles and jobs to be done. Some releases will be to tighten up specific areas and then there will be larger releases where we go after an entire role. Always be proactive through our online communications, in app messaging through communities. The goal is always a gently deployed feature set you can take advantage of immediately.
- Benefits of the cloud allows us rapid deployment of features and fixes. No more go to Blackbaud.com, look up your product, download the latest version, install it on everyone’s work stations, etc. Will attack monthly releases Focused on filling out needs for specific roles and jobs to be done. Some releases will be to tighten up specific areas and then there will be larger releases where we go after an entire role. Always be proactive through our online communications, in app messaging through communities. The goal is always a gently deployed feature set you can take advantage of immediately.
- Benefits of the cloud allows us rapid deployment of features and fixes. No more go to Blackbaud.com, look up your product, download the latest version, install it on everyone’s work stations, etc. Will attack monthly releases Focused on filling out needs for specific roles and jobs to be done. Some releases will be to tighten up specific areas and then there will be larger releases where we go after an entire role. Always be proactive through our online communications, in app messaging through communities. The goal is always a gently deployed feature set you can take advantage of immediately.
- Benefits of the cloud allows us rapid deployment of features and fixes. No more go to Blackbaud.com, look up your product, download the latest version, install it on everyone’s work stations, etc. Will attack monthly releases Focused on filling out needs for specific roles and jobs to be done. Some releases will be to tighten up specific areas and then there will be larger releases where we go after an entire role. Always be proactive through our online communications, in app messaging through communities. The goal is always a gently deployed feature set you can take advantage of immediately.
- Benefits of the cloud allows us rapid deployment of features and fixes. No more go to Blackbaud.com, look up your product, download the latest version, install it on everyone’s work stations, etc. Will attack monthly releases Focused on filling out needs for specific roles and jobs to be done. Some releases will be to tighten up specific areas and then there will be larger releases where we go after an entire role. Always be proactive through our online communications, in app messaging through communities. The goal is always a gently deployed feature set you can take advantage of immediately.
- Who here is... A fundraiser? An Executive Director? Works more on the database operations side? Any IT people? How many of you wear some type of fundraising hat for the org? How many of you are doing email marketing? Through Blackbaud? Constant contact? Mailchimp? Shout out some others How many of you take donations through your website? How many of you do THIS through Blackbaud? What about wealth screening? Run an NCOA? Through your mailhouse?
- We have built Raiser’s Edge NXT to truly be a total solution that provides all the tools that you need to be successful, on one platform and one simple subscription price. That means all of these things you are paying for today, including all of your fundraising modules, hosting, online fundraising, Crowdfunding, analytics, data enrichment, payment services... all of that will be on one bill with NXT. And it’s not just software... NXT includes ongoing training, customer success, technical support, and unlimited users – so you can pull together all of your processes and your people to work TOGETHER in one environment.
- All of this goodness is served up in three subscription packages. Every package includes....Hosting, Unlimited user licenses, Recorded training videos embedded in the product, Chat support, Online Express-online fundraising & email marketing, EveryDay Hero, Recurring giving with EFT, Payment Processing, Address updates (NCOA) The next level package includes: the tribute module, + one choice of a fundraising module, email/ phone & demographic appends, & suggested major donor / ask amounts The top package include: planned giving, + three choices of fundraising modules, + Research Point In this session we are going to go through the high value features included in the NXT packages that you might not be familiar with.
- The first area we are going to dig into is data enrichment and analytics. This includes Three core buckets: Data Enrichment - really focused on keeping your data accurate and healthy... Demographics – help you understand your donors, so you can tailor your message and improve the return rate of your campaigns Wealth analytics – focused on driving major giving efforts and making sure you are spending your time and resources on the RIGHT people.
- Who here struggles with returned mail? From working with our clients, we know that 15% of supporters change addresses each year. If you are not doing something to keep up with that, you are losing money every year – and it is AVOIDABLE. Every package of NXT includes a National Change of Address service that automatically verifies, corrects, and appends missing addresses for your constituents. It runs every 90 days to keep you compliant with the USPS, saves you MONEY by avoiding returned mail, and makes you money by ensuring your mail gets where it needs to go. So, a lot of you probably are already doing an NCOA through your mailhouse. The beauty of this is, you can run the service straight from your NXT database - included in your cost, no importing or exporting required. [Notes – 60-70% match rate]
- How many of you are trying to reach more constituents via email? NXT runs against public databases to find and append email addresses for around 20% of your contacts, every year. This is an instant way to grow your house file, and the expand the fundraising dollars that you are bringing in via email. We verify every email to ensure it is compliant with opt out regulations (CANSPAM), valid, and deliverable before we return it to you. [The final step in our email append is to send out a broadcast message to ensure that the email address is receiving emails and a valid email address.]
- NXT also verifies and appends missing phone numbers for 65-70% of your contacts, every year. This service helps larger organizations scale quickly for big calling campaigns. Also helps any size organization just avoid wasting time of dead numbers. [Notes – 65-70% match rate; DoNotCall compliant; data is constantly verified through survey data, research and outbound communications. All appended phone numbers have been pre-screened to guarantee compliance with the national Do Not Call list, which limits execution challenges and helps provide a positive donor experience. ]
- How many of you work with major donors? How many of you are confident that you have identified everyone in your database who COULD be a major donor? The last (and most exciting) bucket of analytics included in NXT is all around wealth, and focused on making sure you are spending your time and resources on the RIGHT people. Every constituent record in NXT is powered with analytics that actually target your best potential major gift candidates for you, screen their wealth profile, and recommend the dollar amount you should be asking them for; with the tools you need take that action provided right in NXT. I’ve talked to a lot of clients that are actually paying for these types of services from third parties, but with NXT, analytics are not only included in your price, but also fully integrated in the rest of your fundraising processes.
- Every NXT package comes with Wealth Ratings, that draw on public assets, such as real estate and company ownership, to return a simple score that indicates wealth. You can use this information to find your wealthiest constituents ($10M+, $25M+) Segment your database based on wealth – easy to build a list right through NXT’s workcenter Prioritize your efforts on your top wealthiest people, and spend time on them with personal outreach, exclusive events, etc. [Note: public info sources include: Dunn & Bradstreet, CoreLogic, Thomas Reuters, NOZA]
- To take it a step further, NXT actually identifies your most likely major donors, and recommends the dollar amount you should be asking them for, based on giving trends and consumer data. Every constituent in NXT will be returned as either a MAJOR gift prospect or an ANNUAL gift prospect. Annual gift prospects best population for mailings or other high volume solicitations (i.e. phone) Major gift prospects should be solicited in a more personal manner On average, NXT identifies 5% of annual donors that could be major donors, and converts 25% of those donors using targeted ask amounts. [Notes - giving trends =name/address/giving; consumer data= demographics, wealth, gifts to other orgs. TGS was a directional tool used to identify your best prospects in terms of capacity/likelihood to give – split groups into 4 quadrants. Wealth Analytics in NXT allow you to actually determine which VIP is better than another... Using real asset info to quantify the potential impact they could have.]
- ResearchPoint is available in the PRO package and provides you a wider net to find more potential matches for wealth, giving, etc. Screens on hard asset data (such as real estate and stocks) as well as philanthropic activity (understand your constituent’s giving history outside of your organization). This tile shows an example of what you could allow Fundraisers see back in RE NXT on the constituent record, so you have the tools to fully qualify and move donors through the pipeline. ResearchPoint is also where you can store your own custom models, which could also surface back into RE NXT.
- So now that you have all of this great data about your supporters, what do you do with it? The next exciting area of NXT is all around online fundraising – from email marketing to online giving to crowdfundraising, all of this comes standard with NXT.
- NXT includes Online Express, a simple email marketing and online giving tool. This allows for you to take your segmented lists built from analytics, and send mobile-friendly emails directly to constituents. Online Express also includes dashboard reporting that allows you to see open and conversion rates.
- Online Express also provides the tools you need to drive revenue on your website. This includes unlimited online forms that match your website, that you can use to take donations, event sign registrations, or even membership sign ups. NXT also comes standard with the tools you need to manage a monthly giving program. This really helps you create a steady and reliable revenue stream by allowing constituents to make donations via their credit card, debit card, checking account, or savings account. And when you do receive a gift, integrated payment services automatically accept, reconcile, process and post payments right to your database.
- Finally, NXT comes standard with EveryDay Hero—a crowdfundraising platform that gives you all the tools that you need to build a new pipeline of prospects, and create advocates for your cause.
- How many of you have zero manual breaks in your online fundraising processes today? Imagine: being provided with a list of all of the millennials in your database, with their current email addresses appended, being able to see which of those are the most likely to give to you. Imagine taking these prospects and then actually sending an email right from your database to solicit a gift. All of that is reality in NXT. And not to mention, when they do give a gift online, payments are automatically processed and posted right to your database. NO MANUAL ENTRY REQUIRED. NXT is all about helping you to work smarter, helping you focus on where you will see the biggest return.
- So now that we’ve really gone through the key value-driving components of RE NXT, let’s talk about how to analyze the financial impact the solution can have on your organization. There are really 5 basic steps that you can use to determine the return on investment that NXT can bring to your organization.
- The first step is to take an inventory of all the items you are paying for today. This should include everything from your CRM database (including what you pay for RE7 if you’re a client), to NCOA costs, wealth screenings, online giving, email, payment services, events, membership, etc.
- If you are currently housing software on your own servers, you will want to calculate the amount you are spending annually on maintaining this yourself. Here you want to look at how much you spend each year on server hardware, maintenance, even power consumption, as well as backups, upgrades, and integrations. You’ll also want to look at soft costs – such as labor and downtime. We think of labor costs tied to monitoring hardware and software as a “soft cost” because there are more strategic things that IT professionals could be spending time on to impact the org. Downtime can have a significant cost to the org – NPOs on average lose around $1,000 per hour they are down. These are all costs that can be avoided when moving to a cloud solution such as NXT, where all of these services are baked into your subscription price.
- The third step will be to look at how NXT can impact your annual performance. These are just three ways to analyze the impact NXT can have, using an example of an organization with 50,000 records. The first area we see a lot of savings is tied to address updates. To calculate this, take your total records x annual move rate x cost per mail We also see annual GAINS tied to email appends. Take total records, multiply by 20% append rate, then use your avg gift/ email Finally, we see the largest impact on annual revenue tied to major donor analytics. Here we take the total number of annual donors, and assume that 5% are identified as likely major donors. Using targeted asks, we expect about 1 out of 4 of these prospects to convert. Multiplying that by your average major gift amount, you can easily predict the additional revenue you could gain from major donor identification & targeted asks.
- The next thing you will want to do is understand your NXT investment. Here you will want to have a conversation with your Account Executive, who will help you decide which package is right for you and the record band that you fall within.
- Once you have these pieces of information, you are ready to put it all together for an analysis of your return on investment. Add up all of your cost savings and revenue gained Subtract your NXT investment Divide by NXT investment Gives you your return NXT Return can be quite significant. All of our Account Executives are trained to help clients prepare these calculations, so don’t hesitate to reach out to them for complete guidance to prepare your ROI.
- This morning you heard about NXT and all of the unique benefits and value it brings to the organization Cloud- on one cloud platform. Built with intent and purpose, which enables us to continue to innovate rapidly and bring new features and value every 1-2 months.
- Enables you with the tools, analytics, strategic services, to deliver a dynamic, personalized journey with end to end supporter experience – moving your supporters beyond hello to highly engaged, connected donors & advocates Unique in that we focus on customer success- programs for it
- I thought that today we would focus on why and how BBCES helps you accelerate your efforts and results. Compete more effectively. Here are the top 50 reasons- just kidding- the top 5.
- Let’s start with one of the areas that Lauren and the team focused on this morning. Actionable analytics- because BB has access to the largest charitable data, we can provide unparalleled analytics in our product- and with NXT, we are building that data right into the product so it begins to prompt you with suggested next steps or potential/missed opportunities. All of that goodness is leveraged in all of your efforts/activities- online and offline.
- For example, when you create a query in RE NXT based on insights you have gained, you are able to easily leverage those dynamic queries to define audience segments for your digital marketing efforts. And with rich data you continue to collect, you are going to be able to segment and target your campaign based on needs, issues and behavior. Campaign-based cultivation allows you to focus on telling personalized and relevant stories to cultivate interest and build relationships – it’s not just sending emails.
- With Increasing donor expectations in terms of personalization, transparency, and outcomes There is a greater need for you to deliver very personal and dynamic experiences. Many of you likely invest the time and 1:1 effort to engage in a very personal way with your large/major donors? So how do you scale that with your broader audience? Let the right technology do the work- and that is what Luminate Online does..marketing automation built specifically for nonprofits.
- So what does that look like? With an email, an automated trigger based welcome series helps introduce the organization, why their support is so critical and how they can get more involved. Based on the asks and responses from the WS- they system then triggers the next step- such as an ask to become s sustaining donor based on the amount given (25-100 is key target), or deliver targeted newsletters with content tailored to the constituent’s interest they have shared, or encourage participation in electronic advocacy projects. Again, based on their responses or behaviors, the system can trigger a next engagement Those experiences in turn accelerate major giving, meaningful social interaction, and the ability to leverage the power of the crowd for peer-2-peer fundraising. Personalized, dynamic, and automated digital programs.
- Luminate executes your online strategy with integrated campaigns for digital, social and mobile channels, Launch a targeted welcome messages with personalized appeals. As their journey continues, and they share passions, preferences and giving history, additional campaigns are triggered building stewardship through more relevant interactions and opportunities to engage.
- Within Luminate Online, the tools guide you in segmenting, building, coordinating, and scheduling multi-message, integrated campaigns- campaigns with 3, 4, or 5 messages driving to the same call to action based on if and how the recipient responded to the message. This multi-message approach is proven to increase fundraising results 3-4x.
- through All inclusive digital marketing P2P- Event & DIY Advocacy Social Campaign strategy & execution Sustainer Welcome series EOY Giving Tuesday Aqcuisition modern channels & campaigns
- I thought that today we would focus on why and how BBCES helps you accelerate your efforts and results. Compete more effectively. Here are the top 50 reasons- just kidding- the top 5.
- I thought that today we would focus on why and how BBCES helps you accelerate your efforts and results. Compete more effectively. Here are the top 50 reasons- just kidding- the top 5.
- I thought that today we would focus on why and how BBCES helps you accelerate your efforts and results. Compete more effectively. Here are the top 50 reasons- just kidding- the top 5.
- I thought that today we would focus on why and how BBCES helps you accelerate your efforts and results. Compete more effectively. Here are the top 50 reasons- just kidding- the top 5.
- Integration Capture behavior/interests across all channels and feed into NXT Without losing marketing view Enhance the fundraiser experience & insight Already intuitive Ensure their view represents total engagement & info on supporters- all online and offline The power of our integrated solution starts with ensuring that you are able to have a cohesive campaign strategy- this means coordinated and integrated across your offline and online channels. With your messages you define what you want to share and what the story is that you want to tell them.
- All nonprofits are working towards increasing supporters, improving engagement and encouraging others to give. While not all supporters follow this path, many do and each stage presents its own challenges. BCES has many features to help deliver an effective moves management program and guide the supporter along their journey with the organization. We help your supporters move from hello to major donor.
- They leave you struggling to have a single view of truth because they are made up of multiple point solutions Luminate Online- offering a complete view of the interaction and transactions within Luminate Online and also the view of the data shared with Raiser’s Edge NXT. This means you can coordinate and personalize their online experience based on their complete relationship and interactions with you.
- . Automated, 2 way constituent sync Online transactions + fees as gifts in Raiser’s Edge NXT Unified duplicate management All gift types supported Code & identify supporters for better segmentation Queries in Raiser’s Edge NXT sync as groups in LO Online + Offline view of supporters in Raiser’s Edge NXT
- Suggested Talk Track — *Bolded text represents key concepts that must be articulated/stated No matter where you are on your journey to further your mission, no matter what needs are driving your evaluation of a technology partner, Blackbaud brings to you a comprehensive suite of services and solutions—from fundraising and relationship management, to financial management and payment processing, analytics to marketing—that enables you to be a connected and highly effective organization. We understand how these competencies fit together to serve your needs as a nonprofit and, at a broader scale, to fit the needs of the larger philanthropic space. Today, we are here to talk about you and your needs. We can begin with a review of what you have already shared with me about your current challenges and your vision to further your mission. Then take a brief look at what is happening and evolving with <insert vertical name OR use generic NPO> organizations. Transition to the sales product or vertical slides.
- I thought that today we would focus on why and how BBCES helps you accelerate your efforts and results. Compete more effectively. Here are the top 50 reasons- just kidding- the top 5.
- But how do you ensure they are getting the information they want? Email is a crowded space/channel