Designed for large, complex organizations as well as federated and international nonprofits.
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Daxko Operations
Score 8.8 out of 10
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Daxko in Birmingham offers their association management software system, Daxko Operations, which is trained on non-profit issues like cash flow, analytics, and as the name might suggest, operations automation.
It works well enough for fundraising purposes and donor tracking. I think it would be less appropriate for instances or industries where you don't need so many data points on someone. You are able to attach a lot of information to a record so if you don't need that info (simply need contact info for example) you might want a simpler system
Daxko is great for managing our members. As members enter the organization they are promoted to sign in and the staff are taken to their Daxko page which gives us all of their contact information. This is a helpful feature and I have no complaints. In terms of signing people up for programs through the same system, it can be complicated because there are a lot of extra steps to take in the sign up process
Accessing in-depth data for a single constituent is easily done and customizable by user working with "tiles" on the home screen
Generating lists of possible prospects with specific similarities can be done with a few clicks and then stored for more research later
well designed relationship options allow for a a look at specific constituents and how they might relate to other constituents in the system leading to more effective prospecting
Screens can be easily customized by user or user group eliminating irrelevant data and presenting only truly relevant information
Operations provides us with accurate membership billing
We love the access given to us for detailed reporting for memberships and programs
Ease of use and accuracy for our fundraising records and entries
Customer Service with Daxko is top notch! I actually love calling with any issue that I may have, because they seem truly happy to help. Makes it worth while!
Since it is a web based service, I can access it at anytime to correct any issues that may occur.
Certain aspects of Blackbaud are oddly non-customizable.
Blackbaud updates/support is slow and often ineffective - our organization switched to Microsoft 365, which is apparently incompatible with Blackbaud. Help/support recommended clunky workarounds that don't actually work, rather than proactively enhancing compatibility
There should be a flag in constituent search to show which people in the results list are deceased.
Query isn't very user friendly. It should be simple to locate the information that you want to pull, and add parameters to that information. Instead you have to write multiple queries to set parameters, then write a query that looks at those other queries. It's time-consuming and easy to make mistakes, and the knowledge/proficiency is difficult to explain or transfer to new staff.
Blackbaud generally just feels like its technology is outdated. It wasn't built for the needs of a modern organization, and its developers have failed to make the necessary improvements over time to stay competitive.
I have given suggestions to Daxko and they are very receptive to my comments & agree with me. On Engage you can "task" to individual people but, can only "task" a department on an initiative - I'd like the option to task my entire department so whoever has contact with that member first can implement the task. (Side note: the majority of my staff is part-time and do not work consecutive days - this is part an in-house operations issue which is why I made the suggestion for small non-profits such as ourselves)
We've covered a lot, but mostly because we are happy with the system overall. There are a few kinks, and sometimes it takes a minute to figure out the right wording to pull a report or the best way to code a new category that we want to track. But Blackbaud is always there to help us, and once things are figured out - they are super simple to replicate. It wouldn't be worth it to switch to a new system and lose of all our information and time put in to mastering the system
I have not personally had to reach out to Blackbaud CRM Support, because we have a central office that manages the Blackbaud CRM relationship. However, any time I've reached out to our support team, there is nothing they can't figure out by utilizing the support they receive from Blackbaud CRM. I've not had any issues that have gone unresolved, and they can always get things done in a timely fashion.
Most of our issues were self-inflicted and related to BB's work. We did not "staff up" correctly, our data to be converted was not in great shape and we set some unreasonable goals. With BBs help we were able to clean our data and prep it for conversion and we adjusted the goals to be more achievable with the timeline we were given. We found the BB staff to be responsive and focused, especially when working on-site with us.
Blackbaud CRM is more robust and has better functionality. It is necessary for a bigger fundraising shop. Blackbaud Raiser's Edge and NXT worked well in smaller organizations with fewer users and fewer donors/prospects. RE was more affordable than CRM was for the smaller organization.
Overall we selected Daxko Operations because it’s used and recommended by YMCAs across the nation. When comparing similar systems we concluded that the features and the price of Daxko were comparable to any of the other systems that promised the same features. Overall we are pleased with our decision.
Change is always expensive and painful, but CRM is worth the time and effort. One immediate benefit is improved transparency internally, especially for internal accounting, controls, and compliance departments.
Cloud hosting helps cut cost and demand on organization staff. Improves access and meets compliance on every level.
Ability to make global changes to recording donor phone communication makes it a one-stop resource for a well-run development team.
Online registration for programs has encouraged more people to participate in our programs. They can register in the comfort of their own homes.
We are going 24/7 this month, and with Daxko's Mobile Pass that connects with Operations, we feel that not only will we be able to increase our membership base, but provide a safe and secure environment for our members to access any time of the day!
Everything that Daxko Operations provides to us as customers contributes significantly to our success as a YMCA.
