Blackbaud Enterprise Fundraising CRM vs. Shape Software

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

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Shape Software is well suited when using "mainstream" ad platforms that have robust integrations. It also works well when budgets are set less frequently and are allowed to run unchanged for a set period of time. Shape Software gets less accurate when frequent budget changes need to be made and when using ad platforms with little to no support built into Shape Software.

• 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

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• Platform integrations
• Pacing accuracy
• Automated notifications

• 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• Blackbaud generally just feels like its technology is outdated.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.

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• Automated budget pacing could be more sophisticated - it tends to conflict with platform best-practices in my opinion.
• Integration with LinkedIn leads would give more accurate picture of conversion volume I believe.
• More customizable alerts

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

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It's pretty easy to use. I think even people who aren't good with technology could figure this out. I would go 9 or 10 but the 2 views, database and web view being separate, and for many things only being able to do them in one view or the other, makes it a bit challenging

Shape Software is very easy to set up and use. The core functions and features require little explanation. The options and settings are easy to find and the capabilities of the platform are apparent to the user after just a few minutes of use.

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.

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I never had the need or opportunity to work with support.

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.

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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.

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Shape Software is very user-friendly and easy to set up. The controls and settings are very straightforward and the core functions (onboarding new accounts, creating new budgets, managing budgets, etc) are easily understood. The customizable alerts and budget intervals provide modularity for different situations and provide significant peace-of-mind. The automations are less impressive in that they generally conflict with ad platform automation in my opinion. Automated bidding and budgeting is hindered by third-party automations like Shape Software and the performance Shape Software features provide doesn't justify forgoing that technology in the ad platforms in my opinion.

• 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.

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• Reliable protection against overspend
• Precise budget control
• Cross-platform visibility