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.
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.
Do you need this CRM customization? Four things to think about.
Getting a new customization can be exciting, but without the right preparation you could miss an opportunity to optimize your software’s potential. Consider these four points before getting the customization you’ve had in mind...
Nobody expects the Spanish inquisition! When innovation inspires change
You’ve sat through several sales pitches and have made a decision on a new CRM. Brace yourself, though, because the fun part is about to begin...
Top Questions to Ask Your CRM Data Conversion Testing Partner
Data conversion is an opportunity to transform your data to make your organization more efficient, and to help you gain and leverage your fundraising insights. Why simply convert your data, when you can transform it?
It’s Time to Move on from Banner Advancement—Where Do We Start?
You’ve been running Banner Advancement for years, and we get it. It was a dependable, reliable system. Not perfect, but honestly, what is? But times have changed, your constituency is more savvy, and your needs have grown beyond the functions of the system. It’s time to move on.