Blackbaud CRM vs HubSpot CRM

• Managing a large development/fundraising team's goals and outcomes
• Working hand-in-glove with various types of fundraising activities: research, on-line, direct mail, events, grants, and planned giving
• Layers of security that enable user groups to get what they need and nothing more
• Reporting! Reporting! Reporting!

Read full review

• Sequences- setting up email/call campaign sequences for automated emails.
• Automated emails shut off once the customer has responded so you can make a manual reply.
• Very user friendly for your sales or account manager staff.
• The ability to make templates for email and email tracking allows you to see how many times you have touched the client.
• Setting up meetings and including a Zoom link is very simple and it tracks it in the activity thread.
• Setting up tasks for daily operations allows you to never miss contacting or reengaging with a customer.
• The ability to create new companies and HubSpot pulls in their financial information.
• The analytics section allows you to be able to see your daily progress.
• The dashboard helps you manage your pipeline for sales and productivity.
• The ability to see email templates made across your department is very helpful.
• User friendly!!!

Read full review

• As an enterprise application, I would like to see additional application administration functionality incorporated as part of the application. A specific example is providing additional functionality to address database maintenance.
• Additional report development tools to allow users (non technical) to create dynamic reports. Currently you can use MS Report Builder and leverage an adhoc query but believe this can be enhanced further.
• Surface the Financial Transaction Model to the application further. This would allow users to see revenue changes overtime better when reconciling revenue.

Read full review

• There is a lot of upsells within HubSpot. So while the custom sales reporting is great - I believe you have to pay more for it on most plans.
• The ability to enroll contacts in a sales drip campaign is on a 1-to-1 basis which can be cumbersome if you have an influx of leads.
• Depending on list size, email sends can be slow as it sends in batches.

Read full review

• If you go with Blackbaud purchase the extended training package. Your staff will thank you.
• The mantra is "If it isn't in Blackbaud it doesn't exist" is a contradiction because best practice with Blackbaud is to not use attachments which means we had to archive copies of donor letters or membership in a completely separate system. Really? What is the point? Or pay more and more and more...

Read full review

• If you're a larger company with a lot of contacts, the platform will feel expensive. But when looking at it compared to money saved in direct mail and other offline outreach tactics (with less trackability and possibly less effectiveness), the value is more than there.
• The integrations and automations are allowing for smarter work, more appropriate, and targeted communications.
• The recent shift in pricing structure (to the marketing contacts model) allows for more flexibility in cost if not every contact is a sales or marketing opportunity.
• For true B2B inbound marketing, the platform does its job, just be mindful of the requirement internally to support it with high quality, lead-generating content. Otherwise you'll still be treading water.

Read full review