Optimize Your Blackbaud CRM Experience

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Presented by Kurt Barnes and Craig Haubrich at bbcon 2013

Text of Optimize Your Blackbaud CRM Experience

  • 1.10/9/2013 Optimize your Blackbaud CRM Experience 1 Optimize Your Blackbaud CRM Experience PRESENTED BY KURT BARNES & CRAIG HAUBRICH

2. 10/9/2013 Optimize your Blackbaud CRM Experience 2 Has his pilots 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. 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 Todays 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. 10/9/2013 Optimize your Blackbaud CRM Experience 4 Blackbaud CRMs Out-of-the-Box Tools - Powerful Features Developed with Non-Profit Organizations in Mind Blackbaud CRMs 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. 10/9/2013 Optimize your Blackbaud CRM Experience 5 OPTIMIZE YOUR BLACKBAUD CRM EXPERIENCE 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. 10/9/2013 Optimize your Blackbaud CRM Experience 7 GET THE MOST OUT OF BLACKBAUD CRM NEWEST FEATURES WEB SHELL 8. 10/9/2013 Optimize your Blackbaud CRM Experience 8 GET THE MOST OUT OF BLACKBAUD CRM NEWEST FEATURES SHORTCUTS 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. 10/9/2013 Optimize your Blackbaud CRM Experience 10 OPTIMIZE YOUR USER EXPERIENCE - PREFERENCES http://youtu.be/or4fX_gtO9E 11. 10/9/2013 Optimize your Blackbaud CRM Experience 11 BLACKBAUD CRM CONSTITUENT PAGE 12. 10/9/2013 Optimize your Blackbaud CRM Experience 12 BLACKBAUD CRM PAGE DESIGNER 13. 10/9/2013 Optimize your Blackbaud CRM Experience 13 Create Data Lists OPTIMIZE YOUR USER EXPERIENCE 14. 10/9/2013 Optimize your Blackbaud CRM Experience 14 Create New Tabs OPTIMIZE YOUR USER EXPERIENCE 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. 10/9/2013 Optimize your Blackbaud CRM Experience 16 Create Functional Areas! OPTIMIZE YOUR USER EXPERIENCE 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. 10/9/2013 Optimize your Blackbaud CRM Experience 18 19. 10/9/2013 Optimize your Blackbaud CRM Experience 19 20. 10/9/2013 Optimize your Blackbaud CRM Experience 20 21. 10/9/2013 Optimize your Blackbaud CRM Experience 21 OPTIMIZE YOUR USER EXPERIENCE DASHBOARDS/WORKSPACES 22. 10/9/2013 Optimize your Blackbaud CRM Experience 22 OPTIMIZE YOUR USER EXPERIENCE DASHBOARDS/WORKSPACES 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. 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. 10/9/2013 Optimize your Blackbaud CRM Experience 25 OPTIMIZE INTERACTING WITH YOUR DATA http://youtu.be/-HRrZtdhsGI How to Create Notifications 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 hasnt RSVPd follow up! OPTIMIZE INTERACTING WITH YOUR DATA 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. 10/9/2013 Optimize your Blackbaud CRM Experience 28 Make fields required or hide them! OPTIMIZE YOUR DATA ENTRY 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 dont 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. 10/9/2013 Optimize your Blackbaud CRM Experience 30 OPTIMIZE YOUR DATA ENTRY http://youtu.be/_MNuTfbQPTI 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. 10/9/2013 Optimize your Blackbaud CRM Experience 32 ATTRIBUTE FORM EXTENSIONS http://youtu.be/1TLaNSccNz4 33. 10/9/2013 Optimize your Blackbaud CRM Experience 33 OPTIMIZE YOUR REPORTING 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. 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. 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. 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. 10/9/2013 Optimize your Blackbaud CRM Experience 38 Make the system work for YOU! - Business Process Automation OPTIMIZE YOUR EFFICIENCY 39. 10/9/2013 Optimize your Blackbaud CRM Experience 39 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. 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. 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. 10/9/2013 Optimize your Blackbaud CRM Experience 43 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM 44. 10/9/2013 Optimize your Blackbaud CRM Experience 44 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM 45. 10/9/2013 Optimize your Blackbaud CRM Experience 45 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD CRM USER GUIDES ON BLACKBAUD.COM 46. 10/9/2013 Optimize your Blackbaud CRM Experience 46 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD CRM RESOURCE CENTER 47. 10/9/2013 Optimize your Blackbaud CRM Experience 47 OPTIMIZE YOUR KNOWLEDGE BLACKBAUD DEVELOPER NETWORK (WWW.BBDEVNETWORK.COM) 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. 10/9/2013 Optimize your Blackbaud CRM Experience 49 OPTIMIZE YOUR BLACKBAUD CRM EXPERIENCE! 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!