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New York NXT Roadshow

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Raiser’s Edge NXT Session

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New York NXT Roadshow

  1. 1. Welcome to the NXT ROADSHOW! July 16th 2015 | New York, NY
  2. 2. Introductions • Reed Smith, Director of Product Management • Mary Pat Donnellon, Vice President of Marketing • Lauren Culbertson, Marketing Manger for Raiser’s Edge NXT • Jenny Matheney, Product Marketing Director • David Kilmer, Principal Solutions Engineer • Bill Connors, Partner and Independent Consultant • Carey Carlson, Principal Solutions Engineer • Thomas Walker, Product Manager Financial Edge NXT
  3. 3. Today’s Agendas Raiser’s Edge NXT Financial Edge NXT
  4. 4. Today’s Agendas Raiser’s Edge NXT
  5. 5. And a special ask of our guests… Share your experiences today! We will pick one random tweet from Twitter to win an Apple Watch! #theNXTera
  6. 6. Raiser’s Edge NXTTM Vision and Solution Presented by Reed Smith & Laurens Smith
  7. 7. Agenda 7 VISION ROADMAP DEMO
  8. 8. VISION: GUIDING PRINCIPLES
  9. 9. More people accessing information anywhere…any time… any device
  10. 10. Simple, beautiful interface…
  11. 11. Smart, role-based experience RE NXT will focus on the jobs to be done. Delivering the right tool for the right job…
  12. 12. Easy migration
  13. 13. Easy migration
  14. 14. SO, WHAT IS IT?
  15. 15. Web View Focused on Jobs to Be Done
  16. 16. Full Raiser’s Edge Feature Set: Database View
  17. 17. Building Raiser’s Edge NXT by Role YOUR MISSION. YOUR PEOPLE. ONE SOLUTION.
  18. 18. 19 Always Up-to-Date Always on Secure Zero IT Hassle…lower cost of ownership Built For The Cloud Raiser’s Edge NXT
  19. 19. Getting To The Cloud
  20. 20. Raiser’s Edge 7 Client – Local Server RE7 DB RE7 Application Local Server Raiser’s Edge On-Premises Today
  21. 21. Raiser’s Edge 7 Hosted Raiser’s Edge 7 Client - Server RE7 DB Raiser’s Edge Moves to Hosting
  22. 22. Raiser’s Edge 7 Hosted RE7 DB Current Customers: Raiser’s Edge Moves to Hosting
  23. 23. “Database” View Raiser’s Edge NXT “NXT Web” View power of The Raiser’s Edge flexible, SMART, & built for the future Built for the Cloud
  24. 24. “Database” View Raiser’s Edge NXT “NXT Web” View Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer
  25. 25. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Fundraising Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer
  26. 26. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Fundraising Executive Reporting Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer
  27. 27. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Fundraising Executive Reporting Events & Marketing Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer
  28. 28. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Membership Fundraising Executive Reporting Events & Marketing Membership Volunteer Fundraising Executive Reporting Events & Marketing Data Entry Volunteer
  29. 29. “Database” View Raiser’s Edge NXT “NXT Web” View Familiar processes Simple and smart Data entry Fundraising Executive Reporting Membership Events & Marketing Data Entry Volunteer Fundraising Executive Reporting Events & Marketing Membership Volunteer
  30. 30. A Completely New Experience User Community Knowledgebase Training Central Training Central and Help Tools
  31. 31. YOUR MISSION. YOUR PEOPLE. ONE SOLUTION. INFORMATION ACTIONABLE ANALYTICS & FLEXIBLE REPORTING FOR DEEPER INSIGHT FUNDRAISING TARGETED MARKETING, ONLINE FUNDRAISING & CROWDFUNDING RELATIONSHIPS WORLD’S LEADING CRM DATABASE FOR NONPROFITS FINANCIALS EASY GIFT & PAYMENT PROCESSING POSTED RIGHT TO YOUR DATABASE PROGRAMS BETTER MANAGEMENT: EVENTS, MEMBERSHIP VOLUNTEER PROGRAMS SECURITY TRAINING BENCHMARKS COMMUNITY CLOUD
  32. 32. BUT ENOUGH TALK…
  33. 33. ROADMAP
  34. 34. Multi-hat Fundraiser • Deeper Add and edit capabilities • List building • Additional Workflow management Building the Experience by Roles NXT “Role” Roadmap Executive Director • Web based BI • Overall Performance Metrics • Campaign, Fund, Appeal Reports • Donor Dashboards Frontline Fundraiser • Constituent record • Fundraiser Workcenter • Moves Management • Initial BI for Fundraisers • Support for key add and edit Major Giving Manager • Pipeline Management • Assignment Management • BI for major giving Others (Timing & Order TBD): • Annual Fund Manager • Events Manager • Communications • Data Entry • Marketing • Membership • Volunteer foundational product microservices, interactions and application capabilities Summer 2015 Jun 2016
  35. 35. Roadmap • Release Every 1-2 Months • New features and new capabilities based on roles • Never have to install software to receive updates • Proactive communication of upcoming features
  36. 36. THE FUNDRAISER ROLE Raiser’s Edge NXT is being built specifically to help fundraisers to raise money more effectively, improve donor cultivation, and increase major donor revenue. • Mobile constituent view helps you to access donor information while you are out of the office fundraising. • Fundraiser Work Center built specifically to help you track the performance of your portfolio and pipeline. • Wealth analytics easily identify which donors you should be targeting for a major gift. • Online fundraising helps you raise money across all channels, no manual entry required.
  37. 37. 38 Fundraiser awareness… who needs attention? We make it easy for Fundraisers by doing the heavy lifting for donor situations they need to made aware of.
  38. 38. Make it easy for Fundraisers to pay attention to timely situations: • Who has been recently assigned to you? • Who haven’t I contacted in 90 days? • Who haven’t I met with in in 180 days? • Who is Lapsing – no gift in 12-15 months • Who Lapsed – no gift in 15-24 months • Who I Lost – no gift in over 24 months • Who has High Wealth? • Who has Higher Giving Potential? • Who recently registered for Event? • Who has Overdue Pledges? • More… • Fundraiser Overview page • Tile on constituent record • Columns and filters in lists So what do we listen to? Where will you see these situations? NOTE: User defined situations coming in future releases…
  39. 39. Updated: April 2014 Blackbaud Confidential Moves Management: Make it easy for fundraisers and the team to have context into the various donor stages and identify risk areas • 1st class way of managing both prospect and proposal statuses over time • Identify issues at certain stages with configuration for days in status. • Following: Focused reporting and workflow around pipeline management
  40. 40. Updated: April 2014 Blackbaud Confidential Attachments – Make it easy for fundraisers to attach supporting documents to the right places. Reduce overhead, data entry, and improve cohesion. • Full web based attachments and web links. • Will support initially: constituents, profile pictures, proposals, and actions. • Utility to help you move your on premise media to the cloud in migration!
  41. 41. “I wish I could’ve recorded their [staff] facial expressions when they saw it [Raiser’s Edge NXT]. When they understood what it changed for them. They had been hesitant to make the change, but once they were working in it, their faces were glowing! And most of them have now said, ‘NOW, we are ready to do our jobs!’” – Daysi Serrano, Olive Crest Treatment Centers
  42. 42. EXECUTIVE DIRECTOR Job Titles: CEO, Director, President, Foundation Director Persona Profile: Business-oriented, reports to the board Goals: Achieving mission, growth of the NPO, longterm stability High Value NXT Features: Reports, Dashboards, Work Center, Workflow planning • How are we performing? • Do I need to make any changes to our current stagey? • Where should I spend my time today? • Are there any donors that I should personally reach out to? • How do I compare to my peers?
  43. 43. Goals for executives (and eventually all staff) • You discover opportunities and problems faster • Knowledge is shared faster, easier across the org • We connect insights with features so you can take action • We scale our capability with your needs Embedded insights and reports Custom Report building and delivery Integrate other data for reporting The work for Executives will include the architectural foundation for all roles we approach reporting needs, enabling new capabilities overall
  44. 44. Updated: April 2014 Blackbaud Confidential • Deliver critical performance metrics for the nonprofit overall • Deliver insights for campaigns, funds, appeals and other high level areas • Communicate key donor breakdowns to identify your base • Enable simple distribution of knowledge through NXT and offline • Connect insights with key product functionality Stage 1: Embedded Reports for Executives
  45. 45. Free your data. Bring your organization together.
  46. 46. ARE YOU READY?
  47. 47. WHAT RAISER’S EDGE NXT MEANS FOR YOU AND ME Bill Connors Expert, Independent Consulting and Training on Raiser's Edge
  48. 48. What RE NXT Means for You and Me 10. We have something new and exciting! 9. Anywhere, any time, any device 8. State of the art design and technology
  49. 49. What RE NXT Means for You and Me 7. API and the Blackbaud Marketplace
  50. 50. What RE NXT Means for You and Me 6. Better integration with Blackbaud’s products and services 5. Ease of conversion and implementation 4. Cloud-based 3. Unlimited users
  51. 51. What RE NXT Means for You and Me 2. Prescriptive nature
  52. 52. What RE NXT Means for You and Me 1. Role focus, starting with fundraisers!
  53. 53. Q & A
  54. 54. What is included in the NXT packages? How can I use the tools in NXT to drive success? How do I tell the story of ROI that I will get in NXT? DRIVING SUCCESS WITH RAISER’S EDGE NXT
  55. 55. INFORMATION ACTIONABLE ANALYTICS & FLEXIBLE REPORTING FOR DEEPER INSIGHT FUNDRAISING TARGETED MARKETING, ONLINE FUNDRAISING, & CROWDFUNDING RELATIONSHIPS WORLD’S LEADING CRM DATABASE FOR NONPROFITS FINANCIALS EASY GIFT & PAYMENT PROCESSING POSTED RIGHT TO YOUR DATABASE PROGRAMS BETTER MANAGEMENT: EVENTS, MEMBERSHIP VOLUNTEER PROGRAMS YOUR MISSION. YOUR PEOPLE. ONE SOLUTION.
  56. 56. SUBSCRIPTIONPACKAGES STARTER CLOUD ACCESS Hosting (web & mobile)  Unlimited users  Training videos & chat support  FUNDRAISING & SUPPORTER MANAGEMENT Online Express: Simple email & online fundraising  Everyday Hero: Crowd-fundraising  Recurring gifts (EFT) & payment processing  Tribute & memorial gifts Planned giving Prospect Research Events, Membership, Volunteer, Alumni DATA ENRICHMENT & ANALYTICS Address updates & wealth ratings  Email & phone appends Suggested major donors & ask amounts ResearchPoint: Prospect research screening EVERY SUBSCRIPTION PACKAGE INCLUDES: Modules, analytics, hosting, and online functionality in EVERY LEVEL. ESSENTIALS        Pick 1    PRO          Pick 3    
  57. 57. DATA ENRICHMENT & ANALYTICS DATA ENRICHMENT AUTOMATICALLY FIND AND CORRECT DATA WEALTH ANALYTICS SCREEN, TARGET, GET RESULTS
  58. 58. DATA ENRICHMENT • Stay compliant with USPS • Reduce returned mail costs • Improve response rates • Skip the mail house ADDRESS UPDATES VERIFIES, CORRECTS,& APPENDS MISSING ADDRESSES 15% of supporters change addresses each year.
  59. 59. DATA ENRICHMENT • Grow your house file • Drive response rates • Reduce bounce-backs Finds email addresses for ~20% of your contacts. EMAIL APPENDS IDENTIFIES & APPENDS MISSING EMAIL ADDRESSES
  60. 60. DATA ENRICHMENT • Gear up for calling campaigns • Stop calling dead numbers • Keep in touch PHONE UPDATES VERIFIES, CORRECTS, & APPENDS MISSING PHONE NUMBERS
  61. 61. WEALTH ANALYTICS SCREEN, TARGET, GET RESULTS DATA ENRICHMENT & ANALYTICS
  62. 62. WEALTH ANALYTICS • Find wealthiest constituents (>$500K to $25M+) • Segment your database • Prioritize major gift efforts WEALTH RATINGS PROVIDES SIMPLE WEALTH RATING BASED ON PUBLIC ASSETS
  63. 63. WEALTH ANALYTICS • Identify top major donors • Prioritize efforts based on expected return • Maximize major gift amounts SUGGESTED MAJOR DONOR & ASKS IDENTIFIES MAJOR DONOR PROSPECTS AND ASK AMOUNTS Identifies ~5% of annual donors that could become major donors.
  64. 64. WEALTH ANALYTICS • Research top prospects • See outside giving history • Move donors through the pipeline • Surface custom models RESEARCHPOINT INDIVIDUAL SCREENING USING HARD ASSET DATA
  65. 65. ONLINE FUNDRAISING EMAIL MARKETING COMMUNICATIONS THAT ENGAGE & INTERACT SOCIAL FUNDRAISING GO VIRAL MULTICHANNEL GIVING DRIVE ONLINE DONATIONS
  66. 66. ONLINE EXPRESS COMMUNICATIONS THAT ENGAGE & INTERACT • Segment lists using analytics • Send professional emails (formatted for mobile devices) • Measure open & conversion rates EMAIL MARKETING
  67. 67. ONLINE EXPRESS MULTI-CHANNEL GIVING RECURRING GIFTS PAYMENT SERVICES
  68. 68. EVERYDAY HERO SOCIAL FUNDRAISING • Build pipeline of prospects • Access new revenue stream • Inspire advocates for your cause
  69. 69. Bringing it all together One seamless experience Find missing email addresses Segment supporters Send communication Receive donationProcess donationReport results EMAIL MARKETING EMAIL APPENDS WEALTH RATINGS ONLINE GIVING PAYMENT PROCESSING CROWD FUNDING CRM DATABASE
  70. 70. Raiser’s Edge NXT Return on Investment
  71. 71. INFORMATION WEALTH SCREENS PROSPECT RESEARCH FUNDRAISING ONLINE FUNDRAISING EMAIL MARKETING CROWDFUNDRAISING RELATIONSHIPS CRM DATABASE NCOA FINANCIALS PAYMENT SERVICES PROGRAMS EVENTS VOUNTEER MEMBERSHIP Step 1: Add up annual spend on disparate solutions
  72. 72. Server hardware Labor Tech RefreshSoftware Backup Downtime$ BB One predictable Cost $ $ $ $ $ Client- Server Annual Costs NXT Cloud TCO $ Step 2: Calculate annual IT maintenance costs
  73. 73. Major Donor Identification Address Updates Example: Organization with 50,000 Records Step 3: Estimate NXT impact on annual performance Email Appends 50K records $7,500 ANNUAL SAVINGS $1 cost/ mail 15% move rate X X = 50K records $50K ANNUAL GAINS $5 gift/ email 20% append rate X X = 5% ID rate $125K ANNUAL GAINS $50 0 avg major gift 25% convert rate X X =20K annual donors X
  74. 74. Step 4: Get a quote from your BB Account Executive STARTER CLOUD ACCESS Hosting (web & mobile)  Unlimited users  Training videos & chat support  FUNDRAISING & SUPPORTER MANAGEMENT Online Express: Simple email & online fundraising  Everyday Hero: Crowd-fundraising  Recurring gifts (EFT) & payment processing  Tribute & memorial gifts Planned giving Prospect Research Events, Membership, Volunteer, Alumni DATA ENRICHMENT & ANALYTICS Address updates & wealth ratings  Email & phone appends Suggested major donors & ask amounts ResearchPoint: Prospect research screening ESSENTIALS        Pick 1    PRO          Pick 3    
  75. 75. Step 5: Calculate Return on Investment COST SAVINGS $29,500 Annual spend on disparate solutions $12,000 Annual IT maintenance costs $10,000 Annual savings from returned mail $7,500 NEW REVENUE $175,000 Annual gains from house file growth $50,000 Annual gains from major donor identification $125,000 NXT INVESTMENT -$15,000 RETURN ON INVESTMENT 12.6
  76. 76. All Aboard! Destination: Raiser’s Edge NXT RAISER’S EDGE NXT
  77. 77. WHAT YOU NEED TO WORK ON • Spread the word • Consider Blackbaud hosting • Talk with your account executive about the best package for your organization WHAT YOU DON’T NEEDTO WORRY ABOUT • Should I delete constituent records? • What about getting the data ready? • How much work is the implementation? GETTING READY FOR NXT
  78. 78. SHARE THE ENTHUSIASM! Pick the 3 things you and your team are most excited about!
  79. 79. READY TO GO TO BLACKBAUD HOSTING? THIS DOES APPLY TO • Financial Edge integrations • Omatic products • Any work directly off the backend SQL Server tables THIS DOES NOT APPLY TO • Crystal Reports – fully supported • Exporting and importing – fully supported • Printing – fully supported • Blackbaud online integrations – fully supported If you’re already on Blackbaud hosting, you’re all set!* Reach out to your account executive with specific questions Do you have any integrations or processes that might have issues with hosting?
  80. 80. SELECT YOUR NXT PACKAGE NXT comes with significantly more than Raiser’s Edge 7 maintenance • Hosting • Unlimited users • More modules • Online Express • Data enrichment services and analytics • NXT Compare what you’re paying now For example: • Blackbaud hosting, Blackbaud analytics, Blackbaud data enrichment services, Blackbaud online tools • Replaces Wealth Engine, Constant Contact, Network for Good, etc. • No Server or related expenses needed REMEMBER. THIS REPLACES YOUR MAINTENANCE, NOT IN ADDITION TO IT
  81. 81. PROBABLY NO Let’s not replace one bad habit for another Caution: There’s much more to a record than just gift history Don’t just delete inactive records Instead: Run the Duplicate Report Do the results there justify any must-do-first work? (Remember, the count is of possible duplicates, not necessarily actual duplicates. There are usually more not-duplicates than duplicates.) SHOULD I DELETE CONSTITUENTS?
  82. 82. Does the number of records you might possibly find justify the effort and risk? Analysis of a database with 160,000 records: 49,586 records with no hard credit gift activity • 45,099 of those have no actions • 44,804 of those have no linked event record • 44,500 of those have no volunteer assignment • 21,002 of those have no volunteer time sheet (which means that 23,498 of these folks do have a volunteer time sheet) • 20,999 have no proposal • 17,559 have no individual relationships • 6,735 have no org relationships • 5,365 have no soft credit gifts • 3,437 have no notes DELETING RECORDS?
  83. 83. WHAT DO I HAVE TO DO TO GET THE DATABASE READY? • Fundraisers (Solicitors) who will want to use the Work Center function of NXT: link constituent records to user accounts. • That’s it! DATA PREPARATION
  84. 84. WHAT’S THE IMPLEMENTATION LIKE? IF YOU’RE NOT ALREADY ON BLACKBAUD HOSTING, TO MOVE TO HOSTING: 1. When you’re ready 2. Send Blackbaud a backup IMPLEMENTATION
  85. 85. MOVING TO HOSTING 3. Upgrade to 7.94 IMPLEMENTATION
  86. 86. MOVING TO HOSTING 4. Install Citrix client on workstations only for those that need the Database View IMPLEMENTATION
  87. 87. MOVING TO HOSTING 5. Set up Blackbaud hosting accounts only for those that need the Database View IMPLEMENTATION
  88. 88. MOVING TO HOSTING 6. Train users on accessing and logging into hosting only if they need the Database View IMPLEMENTATION
  89. 89. MOVING TO HOSTING There might be some slight re-work of certain things now that you’re in the hosting environment, but these are usually quick and simple. For example: • Move Crystal Reports and re-set report parameters • Set up User Options IMPLEMENTATION
  90. 90. NXT WEB VIEW SETUP • Google accounts or email? • 10 seconds per user to invite to NXT IMPLEMENTATION
  91. 91. NXT WEB VIEW SETUP • Tell users invitation email is coming so they know it’s legitimate and respond • Host a 30-60 minute walk-through with them UH, THEN…THAT’S IT! • No software to install for NXT Web View users • No extensive training IMPLEMENTATION
  92. 92. OVER TIME, AFTER YOU’RE IN NXT… • Clean up solicitor assignments and portfolios • Clean up code tables that NXT web view users will be using most (e.g., Action and Note Types) • Clean up policies and procedures regarding Solicitors, Actions, Notes and Proposals But… these are things we all “should” be doing anyway and being in NXT will help you get the buy-in from your users to make real progress on these things because they will care! And you don’t even have to do any of this to get the NXT subscription benefits on Raiser’s Edge 7 now! DATA PREPARATIO
  93. 93. IT’S REALLY, REALLY EASY: 1. Present the new features and benefits to your team 2. Consider Hosting 3. Work with your account executive to get the right package THAT’S IT! YOU CAN MOVE TO NXT. SUMMARY Visit theNXTera.com -- for a brief NXT demo
  94. 94. Hi! I’M Jenny Matheney, Director, Marketing At Blackbaud: 14 years Hometown: Charleston, SC Love to cook Was the 6th grade Chess champion
  95. 95. THE VALUE OF  The right Cloud for nonprofits  Intuitive and friendly fundraiser experience  Embedded, powerful analytics for actionable insights  Integrated payment processing & financial management  Built-in nonprofit best practices- intellectual property built into the product  Included simple online fundraising & marketing
  96. 96. ACCELERATE MULTI-CHANNEL FUNDRAISING ENGAGE MORE EFFECTIVELY AUTOMATE PROCESSES RAISE MORE MONEY
  97. 97. WHILE MANAGING THE EVOLVING INDUSTRY LANDSCAPE HIGHER DONOR EXPECTATIONS INCREASED DEMAND FOR SERVICES GENERATIONAL GIVING SHIFTS DECLINING DONOR RETENTION INCREASED COMPETITION & DECREASED MIND SHARE
  98. 98. What if you could get even MORE value from your Blackbaud solution?
  99. 99. Developed for the modern nonprofit, Blackbaud’s leading constituent engagement solution, with is an all-inclusive donor management and digital marketing suite enabling you to compete more effectively for attention and dollars.
  100. 100. 5
  101. 101. DELIVER RIGHT MESSAGE. RIGHT PERSON. ADVANCED SEGMENTATION & REPORTING 1
  102. 102. POWERFUL ANALYTICS & INSIGHTS
  103. 103. AUTOMATE & DELIVER PERSONALIZED EXPERIENCES 2
  104. 104. AUTOMATED DIGITAL CAMPAIGNS Luminate Online $ Luminate Online
  105. 105. AUTOMATED DIGITAL CAMPAIGNS
  106. 106. MULTI-MESSAGE INTEGRATED CAMPAIGNS
  107. 107. MULTI-CHANNEL FUNDRAISING AT ITS BEST 3
  108. 108. EASILY EXPAND CHANNELS Social media Direct mail Phone Email In-person Website Peer-to-peer
  109. 109. PEER TO PEER, PERSONAL FUNDRAISING, & ADVOCACY
  110. 110. DELIVERED WITH BEST PRACTICE STRATEGIC SERVICES EMAIL MARKETING AUTOMATION DONATION MANAGEMENT CONTENT MANAGEMENT CALENDAR EVENTS ROBUST REPORTING CONSTITUENT 360 Luminate Online GROUP CONSULTING WEBINARS BEST PRACTICES FOR RESULTS TOOLS TRAINING + RESOURCE CTR PRODUCTION SERVICES COMMUNITY SUPPORT ANALYTICS & BENCHMARKS Go! Program
  111. 111. DELIVERED WITH BEST PRACTICE STRATEGIC SERVICES Q1 WELCOME SERIES Q2 SUSTAINER FUNDRAISING Q3 HOUSEFILE ENGAGEMENT Q4 YEAR-END FUNDRAISING Converting site visitors + cultivating new subscribers Production of eNews & launch activities Writing a compelling ask + cultivating new supporters Build & send, online sustainer appeal + continue eNews Engagement for your mission / Viral marketing Build & send email messages + Continue eNews Maximizing year-end giving + Donation form best practices Build & send email appeals + Continue eNews
  112. 112. EFFECTIVELY MANAGE THE END TO END SUPPORTER JOURNEY 4
  113. 113. FROM “HELLO” TO HIGHLY ENGAGED POTENTIAL SUPPORTER Data enrichment & Segmentation Email Acquisition- Sign up Direct Mail Website Peer to peer network effect New ways of engaging Finding & introducing Noisy space with limited mindshare SUPPORTER Automated Welcome Series Dynamic Content Smart Donation forms & payment processing How do you capitalize on interest? How do you convert to donor? 1-TIME DONOR Personalized Targeted Content Work Centers & Cultivation Tracks Analytics & demographics Recurring giving programs How do you retain them? How do you ensure you get the maximize their gift? SUSTAINING DONOR Enable your donors and supporters with tools, programs, and events to engage in diverse ways & help spread the word How can they have more mission impact How can they help spread the word? MAJOR DONOR/ LIFELONG SUPPORTER ENAGED DONOR/ADVOCATE High touch moves management Giving Manager Work Center Wealth Analytics Who to pursue for major gifts? When to make a major ask? How?
  114. 114. SINGLE VIEW OF TRUTH 5
  115. 115. INTEGRATED SOLUTION Powerful Integration Luminate Online Luminate Online • 360° view for powerful, multi-channel marketing, fundraising, analytics, reporting, & planning Give to my favorite nonprofit ONLINE ACTIVITY & TRANSACTIONS ONLINE MARKETING & COMMUNICATION
  116. 116. TOTAL CONSTITUENT ENGAGEMENT SOLUTION
  117. 117. AVAILABLE RESOURCES
  118. 118. Email You ask… We answer… I have Blackbaud NetCommunity, so what does RE NXT mean for me? • RE NXT integrates with BBNC. There is no integration loss. • Several hundred BBNC customers have found Online Express to be a better fit for their needs and already transitioned over. • As part of RE NXT, Online Express will benefit from rapid innovation- released every 2 weeks. I have Sphere, what does that mean? • Much like BBNC customers, many Sphere customers have found that RE NXT and the Luminate Online suite better meet their needs and have already transitioned over. • With so much investment for innovation going into RE NXT and Luminate Online, these are great options to consider at the right time for your organization. • You can continue using Sphere with RE NXT. Have other customers transitioned from an existing Blackbaud Internet solution to NXT or NXT with Luminate Online? • Yes. We have helped over 500 customers already transition. Q & A
  119. 119. And the winner is….

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