Presented by Kurt Barnes and Craig Haubrich at bbcon 2013

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Optimize Your Blackbaud CRM
Experience
PRESENTED BY KURT BARNES & CRAIG HAUBRICH

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• 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

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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

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• 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

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OPTIMIZE YOUR BLACKBAUD CRM EXPERIENCE

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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!*

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GET THE MOST OUT OF BLACKBAUD CRM
NEWEST FEATURES – WEB SHELL

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GET THE MOST OUT OF BLACKBAUD CRM
NEWEST FEATURES – SHORTCUTS

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GET THE MOST OUT OF BLACKBAUD CRM
NEWEST FEATURES
Additional Features
List Builder
BBIS
Enhancements
Duplicate
Management
Enhancements
And Many
More…

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OPTIMIZE YOUR USER EXPERIENCE -
PREFERENCES
• http://youtu.be/or4fX_gtO9E

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BLACKBAUD CRM – CONSTITUENT PAGE

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BLACKBAUD CRM – PAGE DESIGNER

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• Create Data Lists
OPTIMIZE YOUR USER EXPERIENCE

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• Create New Tabs
OPTIMIZE YOUR USER EXPERIENCE

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• Create or Edit Pages (for RE users – no more Red Checkmarks!)
OPTIMIZE YOUR USER EXPERIENCE

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• Create Functional Areas!
OPTIMIZE YOUR USER EXPERIENCE

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• 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

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OPTIMIZE YOUR USER EXPERIENCE –
DASHBOARDS/WORKSPACES

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OPTIMIZE YOUR USER EXPERIENCE –
DASHBOARDS/WORKSPACES

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PAGE DESIGNER
• How to use Page Designer (with voice!)
• http://www.youtube.com/watch?v=P7CoRk2JrQA&feature=youtu.be

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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

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OPTIMIZE INTERACTING WITH YOUR DATA
• http://youtu.be/-HRrZtdhsGI
• How to Create Notifications

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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

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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

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• Make fields required… or hide them!
OPTIMIZE YOUR DATA ENTRY

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• 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

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OPTIMIZE YOUR DATA ENTRY
• http://youtu.be/_MNuTfbQPTI

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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

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ATTRIBUTE FORM EXTENSIONS
• http://youtu.be/1TLaNSccNz4

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OPTIMIZE YOUR REPORTING

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• 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

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• 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

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• 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

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• 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

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• Make the system work for YOU!
- Business Process Automation
OPTIMIZE YOUR EFFICIENCY

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• 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

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• 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

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Remember these resources!
Blackbaud
CRM User
Guides
Blackbaud
CRM
Resource
Center
Blackbaud
Developer
Network
OPTIMIZE YOUR KNOWLEDGE

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OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM

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OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM

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OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM

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OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD CRM RESOURCE CENTER

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OPTIMIZE YOUR KNOWLEDGE
BLACKBAUD DEVELOPER NETWORK (WWW.BBDEVNETWORK.COM)

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TWEET ABOUT YOUR SESSION
There are so many great things
I can do with Blackbaud CRM to
make my life easier!
#optimizebbcrm #crm #bbcon

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OPTIMIZE YOUR BLACKBAUD CRM
EXPERIENCE!

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Kurt Barnes
• 843-654-3583
• Kurt.Barnes@Blackbaud.com
• @KurtMBarnes
Craig Haubrich
• 843-654-3498
• Craig.Haubrich@Blackbaud.com
• @craighaubrich
CONTACT US!