Blackbaud Online Express (discontinued) vs. Encompass CDI Platform

For 100% tax-deductible donations, I 9.5/10 recommend Blackbaud Online Express. The only thing is that it does not charge debit cards automatically, so I have to do it myself. Using Blackbaud Online Express forms for events gets more complicated. The way events work in Raiser's Edge in general is already complicated, so maybe it's more on Raiser's Edge than it is Blackbaud Online Express.

Incentivized

Encompass is great for pre-qualifications since you can play with the numbers but it's not user friendly when filling out separate program documents. I have different forms to fill out for VA vs Conventional and it's hard to remember if I'm missing any.

Incentivized

• Online donation forms are easy to create and place within our existing website. The donations received are easily transferred into our Raiser's Edge database.
• Creating email communications for our constituents is very simple to achieve in Online Express and the statistics provided are very helpful to see what our constituents are clicking on.

Incentivized

• Alerts - those are great when you forget to do something
• Branch Resource Center - shows you what is missing as well
• Top banner - showing the loan in a snapshot

Incentivized

• It does have some "quirks." It can be a little tricky to process the batch until you have done it a few times.
• I had a problem finding a constituent yesterday - he was purchasing a program ad for an event - that I knew was in the database. It turned out that he had been marked inactive, and so apparently wasn't included in the search results.

Incentivized

• For VA loans - it would be great if those forms were completely separate or in a folder
• Have the fico score at the top of the banner (snapshot of loan)
• 2015 - remind us when a possible fee is missing

Incentivized

Customer service for all of Blackbaud's products has really lacked over the years. They are starting to get better in the last year but it can very frustrating. The online knowledge base community is the best resource for information. At times it can take hours for a customer sect even rep to help with questions or problems which is not at all ideal in this industry.

Incentivized

Blackbaud Online Express is mainly used strictly because of its integration with Raiser's Edge. If a client uses Salesforce for constituent/lead management, other products can offer more flexibility in designing donation forms, email templates, etc. However, they all have their own negatives in Salesforce integration -- that is a whole other can of worms. While the Raiser's Edge integration of Online Express isn't perfect, it is relatively painless compared to the competition's Salesforce integration. Also, for NFP's, Blackbaud's NFP focused business model is a plus.

Incentivized

I can't remember if Calyx Point was better then Encompass because I haven't used it in over 10 years. I selected Encompass because the company uses it.

Incentivized

• Regardless of project or initiative, all fund-raising efforts are managed in one place for the entire organization.
• Donor management is concise, thorough, and systematic - no individual or organization is overlooked.
• Snapshot reporting of successful grant applications and fund-raising are readily available.

Incentivized