2. RAISER’S EDGE
JENNIFER MERCER, PRODUCT MANAGER
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3. THE RAISER’S EDGE
Available Today
Coming Attractions
The Raiser’s Edge Product
7.92 Discovery
• The Giving Score
Raiser’s Edge mobile • Constituent Merge
app tool
• Query Lists
• Profile information • Email and 1st class
• Event Improvements social handles
• Lists
• Prevent Duplicates • Mobile Dashboards
• Giving • Mobile Events
• Actions
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4. RE 7.92
- Easier to use Queries
– Query lists
– Where’s my query used?
- Events
– Better record keeping improvements
- Preventing duplicates
– Import, search, constituent entry and duplicate report
- Export Categories
- Resource Center
- Providing better data about your supporters
– The Giving Score
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6. QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES
1
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7. QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL
QUERIES
2
1
1. Automatically suppresses duplicates, default columns
2. Ability to add or remove constituent/s from the query list
3. Query List can be used every where a query is currently being used in
the system
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12. D U P L I C AT E P R E V E N T I O N
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13. DUPLICATE PREVENTION ALGORITHM:
ENHANCED SEARCH
Incorporated an algorithm to prevent duplicates
• Uses first name, last name, middle initial, suffix, address,
phone number and email
• Phone and Email have been added to Constituent Search
• Used in constituent search, import and duplicate report
• Prevent adding duplicate constituents individually and
through import
• Intelligently shows the best results
• Shows the best results with the strongest matches at the top
• Fuzzy search
• Still returns results even if you misspell something on the record
or in the search
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22. THE GIVING SCORE™
Helps you raise more money by:
• Giving you the power to target and identify your
best supporters
• Saving you time and money by knowing who to
invest in
• Improving efficiency with managing your supporters in RE
The Giving Score™ Applies Smart Analytics to your Database:
• Segments your constituents into four unique groups
• Focuses cultivation and solicitation efforts on who is likely and
capable to give
How we do it:
• Target Analytics looked at hundreds of external demographic and
financial characteristics and combined that data with historical
giving information from your organization to build the score
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31. RESOURCES YOU CAN USE TODAY
• “Start Learning” video tutorials available on
www.blackbaud.com/startlearning
• WealthPoint searches now included in premium
maintenance plans
- Advantage Professional: 100 free searches per year
- Advantage Priority: 250 free searches per year
• Get involved with Product Discovery
- Sign up: www.blackbaud.com/discovery
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32. P R E V I E W O F T H E R E M O B I L E A P P L I C AT I O N
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33. BLACKBAUD NEWS: MOBILE FUNCTIONALITY
Data Portability
- Optimized presentation of constituent
information for smartphone
- Up-to-date information for constituent
profiles—no more printing static copies
- Access recent gift data
- No more lugging around binders or laptops
- Add constituents as Favorites for offline
access
- Leverage native smartphone functions like
click-to-call, mapping, email, text
Ease of Update
- Meet users where they are used to working
- Add/edit notes and call reports on the
road—right into the constituent record
- Complete your assigned actions and add
new actions
Targeted Release Date: 1H12
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34. BLACKBAUD NEWS: MOBILE FUNCTIONALITY
Prototype products you will be seeing are under development and
are subject to change prior to commercial release.
Targeted Release Date: 1H12
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35. WHAT IS PRODUCT DISCOVERY?
A partnership with you
• Discovery is the method used to learn about needs for product
changes or enhancements
• Identify a product that is valuable, usable, feasible, and most
importantly, enables you to spend more time on your mission
Not everything in Discovery will become a “coming
attraction”
• We may learn that it is not that important to you
• We may learn that it isn’t what we thought it was
How can you get involved?
• Sign up to be part of our product discovery sessions
www.blackbaud.com/discovery
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