System Selection Road Map
Thinking about a new CRM? Check out our road map first for a step-by-step understanding of what's to come.
Managing Security Settings in Raiser's Edge
Setting up security privileges in Raiser’s Edge can leave many database administrators scratching their heads. The overwhelming options for group privileges, record types, and the combinations for add, edit, and delete rights can cause an organization to have dozens of possible security groups. Read Kaylen's tips.
For Good Measure: Sizing Up Data Quality
As guardians of the database, you provide an essential service to your organization. Your empire is vast—how can you ensure that the data in your fundraising CRM is “good”? Consider the following attributes...
Maximize Blackbaud CRM: How to use Smart Query to analyze your data
You know how to create ad-hoc queries in Blackbaud CRM. You assign parameters, set your outputs, run your results, rinse and repeat. But, what if you want to dig a bit deeper into a query to further analyze data within that set? That’s when you want to use Smart Query.
Organizational Readiness: The five Cs
Let our five Cs of organizational readiness guide your team's conversation at the next planning meeting.
Blackbaud CRM: Five Steps to Re-ignite Your Vision
When your organization first envisioned implementing Blackbaud CRM, you had hopes and dreams for how things would work once you were using the software. Now, after a year of "normalization" and getting used to the basics, it’s a great time to re-ignite the vision, and ensure you and your Blackbaud CRM system have a great relationship.
Your Role in Driving the Software Demo
How preparation can ensure you get the system that best fits your organization's needs.
Teaching New Tricks: Weaning Your Team Off the "Old" System
To ensure a smooth transition from your old system to the new, it is essential to consider the human-side of the project by forming an integrated strategy for promoting user adoption. Here are our tips.