Likelihood to Recommend 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
Read full review I would recommend Slate, by Technolutions for any higher education institution, big or small. Though there is a higher cost associated with Slate than most other options, it's well worth the price. The level of detail that you're able to gather, maintain, and query on within your student data is far beyond anything I've experienced with other systems. These insights help you pinpoint areas for action and improvement so that you can pivot when necessary, helping you reach your enrollment goals quicker and more efficiently.
Read full review Pros 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 Read full review Managing contacts. Smart communications (drip email campaigns). Real-time data management. End-to-end control of product (or instance of). Allows for easy to implement segmentation via smart rules and queries (data sets). Read full review Cons 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. Read full review Being able to have students register at an event without needing a wifi network Easier way to update records for individuals who move to a different organization Being able to start an application first without needing to immediately set up a user name and password. Read full review Likelihood to Renew 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
Read full review Usability It's incredibly usable and easy to figure out. It's modern and does exactly what we need for it to do
Read full review Support Rating Read full review While I do wish they had actual representatives that we able to come to you for trainings for implementation and new users, I understand that a big draw is the money that is saved by instead investing in knowledgebase, which is it's online tutorials for different functions of Slate.
Read full review Implementation Rating 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.
Read full review Alternatives Considered 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.
Read full review We had been on Recruitment Plus- it has been sunsetted, so we were forced to move. I also looked at Fire Engine Red. Slate seemed far and away the most robust CRM/Admissions solution.
Read full review Return on Investment 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. Read full review We aren't really a business, per se, but a nonprofit university. However, Slate[, by Technolutions] does allow us to easily sort applications into categories for different departments to review. And it provides a clear trail of who is looking at various documents when--and how long it takes to process them. Read full review ScreenShots