ROUNDTABLE Blackbaud Constituent Relationship Management. January 2013
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1 ROUNDTABLE Blackbaud Constituent Relationship Management January 2013
2 Ease of use Benefits Accessible from anywhere Web based Leading constituent management software Upgradable with future software releases
3 Development Enhancements Constituent 360 degree view Moves management Fundraising event management Donor research
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6 Key Fundraising Definitions BBEC Revenue What a constituent donated PAS Pledge/Payment Transactions BBEC Campaign Why we are raising the money PAS New concept to BSA BBEC Designation Where the money is going, specifically for what purpose drives GL PAS Giving Category/Donor Group drives GL BBEC Appeal How we are asking for the contribution PAS New concept to BSA
7 Key Fundraising Definitions BBEC Constituents Individuals, organizations, groups, and households PAS Individuals and organizations BBEC Prospects Individuals assigned a fundraiser and gift plan PAS All individuals or organizations BBEC Site The entity with which the constituent has a relationship PAS Your council or the national office
8 January Roundtable Objectives Expand CRM knowledge. Continue to learn CRM navigation. Review constituent functions.
9 Design Site Access Weekly roundtables highlight features. Attendance at a roundtable gets you access. Use the site to test configuration and help learn navigation.
10 Constituent Functions Learn how to construct an individual letter. Review interactions. Review communications.
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12 Use ScoutNET user name and password. Put netbsa\ before your user name.
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14 Search for a constituent and select the person.
15 This is the Constituent view of the person selected. We will write a single letter from here.
16 The Write a letter form opens. Complete the fields.
17 Dropdowns allow you to select Addressee and Salutation types.
18 Fill in details and provide a letter name.
19 Select a letter template. There are a few from which to make a selection.
20 Once saved, the Interactions view for the constituent opens. There are four interactions on this record. We opened the second one.
21 This page shows the details for the second interaction.
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23 Clicking the Thank You.docx hyperlink will open the Word document.
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25 From the Interaction page, we want to jump back to the Constituent view. The two ways to do this are circled.
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28 Add an interaction from the Interaction tab.
29 Interactions can track all forms of communication as long as the constituent manager or prospect manager inputs the information.
30 First Time Webinar Attendees Within 48 hours you will receive an detailing how to access the CRM Design Site. will contain links to past webinar presentations. Login using ScoutNET user name and password. User name may need netbsa\ placed before it.
31 Site Security Database will hold a single individual/single organization record for the whole company. Councils will be able to view their constituents records and history. Constituent searches will span the entire database. Councils will be able to see that someone has a record in another council but not why.
32 Timeline First and Second Quarters 2012 System configuration Third and Fourth Quarters 2012 Data conversion and integration, testing First and Second Quarters 2013 Revenue, , and BBIS configuration Third and Fourth Quarters 2013 Mapping and conversion testing and beta councils?
33 What to Do Now Single person/organization person/ organization merge. Clean up campaign organization remove workers with no prospects. Delete unused giving categories.
34 Questions and Tasks Please submit questions using the Notes tab on your AT&T Connect window. If multiple people are viewing from the same computer, please John Kuehn a list of all who are attending.
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36 Q&A
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