05/01/2012 Footer 1

RAIS E R’S E DGE

05/01/2012 Footer 2

RAIS E R’S E DGE

J E NNIF E R M E RCE R, P RODUCT M ANAGE R

THE RAISER’S EDGE

ProductDiscovery

• Constituent Merge

Coming Attractions

Raiser’s Edge mobile app

Available Today

The Raiser’s Edge 7.92

• The Giving Score

05/01/2012 Footer 3

• Constituent Merge tool

• Email and 1st class social handles

• Mobile Dashboards

• Mobile Events

app• Profile information

• Lists

• Giving

• Actions

• The Giving Score

• Query Lists

• Event Improvements

• Prevent Duplicates

RE 7.92

- Easier to use Queries– Query lists– Where’s my query used?

- Events– Better record keeping improvements

- Preventing duplicates

05/01/2012 Footer 4

- Preventing duplicates– Import, search, constituent entry and duplicate report

- Export Categories- Resource Center- Providing better data about your supporters

– The Giving Score

QUE RY L IS T S

05/01/2012 Footer 5

QUE RY L IS T S

QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL QUERIES

1

05/01/2012 Footer 6

QUERY LISTS: AVAILABLE FOR CONSTITUENT, INDIVIDUAL, ORGANIZATIONAL

QUERIES

1

2

05/01/2012 Footer 7

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

QUERY LISTS

1

05/01/2012 Footer 8

WHERE IS MY QUERY BEING USED?

05/01/2012 Footer 9

1

E V E NT PART IC IPANT S UP DAT E S

05/01/2012 Footer 10

E V E NT PART IC IPANT S UP DAT E S

MARKING ATTENDEES & UPDATED NUMBERS ABOUT EVENT

1

05/01/2012 Footer 11

2

DUP L ICAT E P RE V E NT ION

05/01/2012 Footer 12

DUP L ICAT E P RE V E NT ION

DUPLICATE PREVENTION ALGORITHM:

ENHANCED SEARCHIncorporated 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

05/01/2012 Footer 13

• 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

NEW CONSTITUENT SEARCH

05/01/2012 Footer 14

1

2

DUPLICATE CHECK ON ADD

1

05/01/2012 Footer 15

2

IM P ORT RE P ORT

05/01/2012 Footer 16

IM P ORT RE P ORT

05/01/2012 Footer 17

1

DUPLICATE REPORT

05/01/2012 Footer 18

1 2

EXPORT CATEGORIES

1

05/01/2012 Footer 19

RESOURCE CENTER IN RE

1

05/01/2012 Footer 20

2

3

T HE G IV ING S CORE

05/01/2012 Footer 21

T HE G IV ING S CORE

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™

05/01/2012 Footer 22

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

SCORING YOUR DATABASE

05/01/2012 Footer 23

SCORING YOUR DATABASE

05/01/2012 Footer 24

SCORING YOUR DATABASE

05/01/2012 Footer 25

SCORING YOUR DATABASE

1

05/01/2012 Footer 26

SCORING YOUR DATABASE

1

05/01/2012 Footer 27

WHERE DO THE SCORES SHOW UP IN RE?

2

05/01/2012 Footer 28

1

2

GIVING SCORE DASHBOARDS

1 2

05/01/2012 Footer 29

3

GIVING SCORE QUERY

1

2

3

4

05/01/2012 Footer 30

5

6

7

8

• “Start Learning” video tutorials available on www.blackbaud.com/startlearning

• WealthPoint searches now included in premium maintenance plans

RESOURCES YOU CAN USE TODAY

05/01/2012 Footer 31

- 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

P RE V IE W OF T HE RE M OBIL E AP P L ICAT ION

05/01/2012 Footer 32

P RE V IE W OF T HE RE M OBIL E AP P L ICAT ION

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

BLACKBAUD NEWS: MOBILE FUNCTIONALITY

05/01/2012 Footer 33

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 actionsTargeted Release Date: 1H12

BLACKBAUD NEWS: MOBILE FUNCTIONALITY

05/01/2012 Footer 34

Prototype products you will be seeing are under development and are subject to change prior to commercial release.

Targeted Release Date: 1H12

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

05/01/2012 Footer 35

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