Optimize Your Blackbaud CRM Experience

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Presented by Kurt Barnes and Craig Haubrich at bbcon 2013

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Optimize Your Blackbaud CRM Experience

  1. 1. 10/9/2013 Optimize your Blackbaud CRM Experience 1 Optimize Your Blackbaud CRM Experience PRESENTED BY KURT BARNES & CRAIG HAUBRICH
  2. 2. 10/9/2013 Optimize your Blackbaud CRM Experience 2 • 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
  3. 3. 10/9/2013 Optimize your Blackbaud CRM Experience 3 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
  4. 4. 10/9/2013 Optimize your Blackbaud CRM Experience 4 • 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
  5. 5. 10/9/2013 Optimize your Blackbaud CRM Experience 5 OPTIMIZE YOUR BLACKBAUD CRM EXPERIENCE
  6. 6. 10/9/2013 Optimize your Blackbaud CRM Experience 6 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!*
  7. 7. 10/9/2013 Optimize your Blackbaud CRM Experience 7 GET THE MOST OUT OF BLACKBAUD CRM NEWEST FEATURES – WEB SHELL
  8. 8. 10/9/2013 Optimize your Blackbaud CRM Experience 8 GET THE MOST OUT OF BLACKBAUD CRM NEWEST FEATURES – SHORTCUTS
  9. 9. 10/9/2013 Optimize your Blackbaud CRM Experience 9 GET THE MOST OUT OF BLACKBAUD CRM NEWEST FEATURES Additional Features List Builder BBIS Enhancements Duplicate Management Enhancements And Many More…
  10. 10. 10/9/2013 Optimize your Blackbaud CRM Experience 10 OPTIMIZE YOUR USER EXPERIENCE - PREFERENCES • http://youtu.be/or4fX_gtO9E
  11. 11. 10/9/2013 Optimize your Blackbaud CRM Experience 11 BLACKBAUD CRM – CONSTITUENT PAGE
  12. 12. 10/9/2013 Optimize your Blackbaud CRM Experience 12 BLACKBAUD CRM – PAGE DESIGNER
  13. 13. 10/9/2013 Optimize your Blackbaud CRM Experience 13 • Create Data Lists OPTIMIZE YOUR USER EXPERIENCE
  14. 14. 10/9/2013 Optimize your Blackbaud CRM Experience 14 • Create New Tabs OPTIMIZE YOUR USER EXPERIENCE
  15. 15. 10/9/2013 Optimize your Blackbaud CRM Experience 15 • Create or Edit Pages (for RE users – no more Red Checkmarks!) OPTIMIZE YOUR USER EXPERIENCE
  16. 16. 10/9/2013 Optimize your Blackbaud CRM Experience 16 • Create Functional Areas! OPTIMIZE YOUR USER EXPERIENCE
  17. 17. 10/9/2013 Optimize your Blackbaud CRM Experience 17 • 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
  18. 18. 10/9/2013 Optimize your Blackbaud CRM Experience 18
  19. 19. 10/9/2013 Optimize your Blackbaud CRM Experience 19
  20. 20. 10/9/2013 Optimize your Blackbaud CRM Experience 20
  21. 21. 10/9/2013 Optimize your Blackbaud CRM Experience 21 OPTIMIZE YOUR USER EXPERIENCE – DASHBOARDS/WORKSPACES
  22. 22. 10/9/2013 Optimize your Blackbaud CRM Experience 22 OPTIMIZE YOUR USER EXPERIENCE – DASHBOARDS/WORKSPACES
  23. 23. 10/9/2013 Optimize your Blackbaud CRM Experience 23 PAGE DESIGNER • How to use Page Designer (with voice!) • http://www.youtube.com/watch?v=P7CoRk2JrQA&feature=youtu.be
  24. 24. 10/9/2013 Optimize your Blackbaud CRM Experience 24 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
  25. 25. 10/9/2013 Optimize your Blackbaud CRM Experience 25 OPTIMIZE INTERACTING WITH YOUR DATA • http://youtu.be/-HRrZtdhsGI • How to Create Notifications
  26. 26. 10/9/2013 Optimize your Blackbaud CRM Experience 26 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
  27. 27. 10/9/2013 Optimize your Blackbaud CRM Experience 27 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
  28. 28. 10/9/2013 Optimize your Blackbaud CRM Experience 28 • Make fields required… or hide them! OPTIMIZE YOUR DATA ENTRY
  29. 29. 10/9/2013 Optimize your Blackbaud CRM Experience 29 • 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
  30. 30. 10/9/2013 Optimize your Blackbaud CRM Experience 30 OPTIMIZE YOUR DATA ENTRY • http://youtu.be/_MNuTfbQPTI
  31. 31. 10/9/2013 Optimize your Blackbaud CRM Experience 31 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
  32. 32. 10/9/2013 Optimize your Blackbaud CRM Experience 32 ATTRIBUTE FORM EXTENSIONS • http://youtu.be/1TLaNSccNz4
  33. 33. 10/9/2013 Optimize your Blackbaud CRM Experience 33 OPTIMIZE YOUR REPORTING
  34. 34. 10/9/2013 Optimize your Blackbaud CRM Experience 34 • 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
  35. 35. 10/9/2013 Optimize your Blackbaud CRM Experience 35 • 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
  36. 36. 10/9/2013 Optimize your Blackbaud CRM Experience 36 • 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
  37. 37. 10/9/2013 Optimize your Blackbaud CRM Experience 37 • 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
  38. 38. 10/9/2013 Optimize your Blackbaud CRM Experience 38 • Make the system work for YOU! - Business Process Automation OPTIMIZE YOUR EFFICIENCY
  39. 39. 10/9/2013 Optimize your Blackbaud CRM Experience 39
  40. 40. 10/9/2013 Optimize your Blackbaud CRM Experience 40 • 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
  41. 41. 10/9/2013 Optimize your Blackbaud CRM Experience 41 • 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
  42. 42. 10/9/2013 Optimize your Blackbaud CRM Experience 42 Remember these resources! Blackbaud CRM User Guides Blackbaud CRM Resource Center Blackbaud Developer Network OPTIMIZE YOUR KNOWLEDGE
  43. 43. 10/9/2013 Optimize your Blackbaud CRM Experience 43 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM
  44. 44. 10/9/2013 Optimize your Blackbaud CRM Experience 44 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM
  45. 45. 10/9/2013 Optimize your Blackbaud CRM Experience 45 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM
  46. 46. 10/9/2013 Optimize your Blackbaud CRM Experience 46 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD CRM RESOURCE CENTER
  47. 47. 10/9/2013 Optimize your Blackbaud CRM Experience 47 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD DEVELOPER NETWORK (WWW.BBDEVNETWORK.COM)
  48. 48. 10/9/2013 Optimize your Blackbaud CRM Experience 48 TWEET ABOUT YOUR SESSION There are so many great things I can do with Blackbaud CRM to make my life easier! #optimizebbcrm #crm #bbcon
  49. 49. 10/9/2013 Optimize your Blackbaud CRM Experience 49 OPTIMIZE YOUR BLACKBAUD CRM EXPERIENCE!
  50. 50. 10/9/2013 Optimize your Blackbaud CRM Experience 50 Kurt Barnes • 843-654-3583 • Kurt.Barnes@Blackbaud.com • @KurtMBarnes Craig Haubrich • 843-654-3498 • Craig.Haubrich@Blackbaud.com • @craighaubrich CONTACT US!
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