Raiser's Edge NXT is cloud fundraising and constituent relationship management software from Blackbaud.
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Microsoft Dynamics 365
Score8 out of 10
N/A
Microsoft Dynamics 365 is a CRM providing sales, marketing, and service functionality. It is offered as SaaS and on-premise. Dynamics 365 is part of the larger Dynamics suite of business intelligence and ERP products.
Consultant and author in Professional Services at The Data Studio (Computer Software, 1-10 employees)
Chose Microsoft Dynamics 365
I have also used some bespoke systems, which were much better than any of these. Microsoft Dynamics 365 was selected by senior management, against advice from technical experts. The products I could find in the list were also expensive and inefficient; Microsoft Dynamics …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Blackbaud Raiser's Edge NXT is a great fundraising tool. It is visually pleasing and straightforward for the most part. Being able to open different aspects of the database in different tabs and have reports and exports running in the background is a great time-saver. Having information tiles that you can move and reorganize used on the user means that I don't have to scroll to the bottom of a record to find out a person's giving history. If I'm working on a specific data project involving actions, I can move that tile to the top and it will stay there for just me while I'm working. It doesn't affect any of my other users' settings. Being able to send out links to gift lists to members of my fundraising team is excellent. Clicking the link brings them to the batch info and they can zero in on their prospects in the database directly from those lists. Blackbaud's Email marketing is my least favorite part because there's missing functionality I wish it had, like exporting email statistics and viewing them in general. I understand that other partners which can integrate would take care of this, but still.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Provides our company access to manage and customize the folds tailored to our needs. We needed to have certain paragraphs on certain paperwork per customer. MD 365 has those options to customize where needed and remove when not. The system is easy to navigate, and training can be done in a matter of days, even without prior knowledge of the system or similar systems.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Blackbaud RE NXT is extremely well organized and easy to use. The simple layout and straightforward functions make interacting with the product pleasant and easy.
Blackbaud RE NXT's dashboards are amazing. They make reporting so easy because the dashboards convey all necessary information in an easy-to-read, unique format (depending on how you want it displayed). It is relatively easy to create a dashboard, and the options for customizing it are great.
Blackbaud RE NXT is great for receiving and processing donations. From the simple donation forms to the automatic batch creation, using RE NXT makes processing donations much more efficient.
Best to use for AP - like in our organization, there are plenty of AP bills, so with Dynamics, we can quickly enter the same into the Excel utility, which means CSV-based upload, and then we can easily upload the same to the software. It's a time saver.
Best for Bank reconciliation - MS Dynamics makes Bank reconciliation easy. Banks can easily sync with software and easily get reconciled.
Generating invoices to customers and directly sending them to their inbox is easy with this software.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Blackbaud Raiser's Edge NXT is constantly updating and making major changes, so you never fully understand the system
The way some things are labeled in the system doesn't make logical sense. You almost have to learn a whole new language to get the most out of the features.
There's no way to re-generate a copy of a receipt, which is wildly inconvenient.
A lot of features are very limited based on your subscription. They give you a wide range of features but almost none of them work to their full potential. Even if you're paying a lot of money for the system, you will still likely feel like you're doing a free trial.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Small learning curve, obviously. You won't figure this out in a day, a week, or even a month. But given time, you can learn to be an expert. Or you can always get a consultant or hire in somebody. But learning the tool isn't out of the questions by any means.
Licensing can be confusing at times and isn't cheap, but it is cheaper than Salesforce. Plus no additional fees for data calls to better integrate your D365 CE data with other systems.
The Classic user interface left a bit to be desired, but now with the much-improved Unified Interface, the web client and the mobile client look the same, much more modern, and have more flexibility and power behind them for customizers as well.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I don't know for sure what we'll do, and I wouldn't publicly share that anyways. Speaking only for myself, I wouldn't jump for joy if I was given the task of transferring CRM providers when this org has a Blackbaud Raiser's Edge NXT database that's 28 years old, but being aware of what's on the market is always responsible. With the planned functionality updates to Web View over 2025-2026, the phasing out of features in database view, and the changes to contract structure laid out in investor updates, there's a lot of factors that could change in the next few years. And Blackbaud has not made it clear how much work the transfer to Web View only will be for us over the next couple years: It means updating all of our policies and procedures and all of our documentation and retraining all of our employees at minimum, and that's assuming that all existing fields and features remain accessible without modification.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
CRM has allowed us to keep all of our data in one place that is easy for all users within the company to view. I came into the company after they had been using CRM for about 4 years. They have all said that since we have used this it has helped us control work processes better, it has allowed us to be able to track things so much better, and has been something that has helped unite many processes that used to be all over the place. We are currently using CRM 4.0 and are planning on upgrading in the next 18 months to the 2011 version. Support for 4.0 is almost all but dried up. Understandably so. Some of the customization we have done, and a plugins we use, are now contained within the 2011 version so we are looking forward to that upgrade. We use an email marketing company as well, and they primarily support the 2011 version, but their product connects and is integrated within CRM. This is a great benefit as well so that all of our marketing information can be contained in one location.
Learning the overall useability of Blackbaud Raiser's Edge is a fairly steep learning curve, however, the support team that Blackbaud Raiser's Edge employs are top notch, helpful and very knowledgeable. Blackbaud Raiser's Edge also maintains an extensive library of articles that are very helpful, as well a useful tutorials, including step-by-step articles as well as instructional videos. With these tools at your disposal you will be competent in no time
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
The usability is easily adopted for users familiar with other Microsoft products. Dynamics 365 has several interfaces that cross over browsers and tablets. These multiple interfaces will be phased out and updated to a single unified interface eventually to provide the same usability across all devices. The backend configurations is slowly improving with the introduction of PowerApps compared to pre-D365 Online versions
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The only reason I cannot give a 10 is because like all web based products, internet connection is required and that is not something that can be counted on 100% of the time. When the internet connection is stable, I have had little to no issues using Raiser's Edge.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
NXT itself is a pretty simple interface, and is great for front-line fundraisers to be able to look up info and run some simple "reports"/analysis. It's very quick and intuitive, but the back-end attached to it (RE 7.96) may have connectivity issues from time to time. NXT itself, though, is simple enough that issues are rare.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
You are better off using the user community or Facebook group to get answers than the support provided by Blackbaud. Oftentimes, support reps are not even aware that new features are being rolled out, nor do they have fundraising experience so you end up explaining more to the rep about what you are trying to accomplish and why than getting to the issue.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Our partner, Ledgeview Partners has been FANTASTIC to work with. They are always timely in their response and have taken time to understand our business and our specific needs. We've made a lot of advanced customizations and they have been a great help in making those updates.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When you get a good, knowledgeable person for in-person training, you can't beat it! Hands on, real time, questions answered on the spot. And they want to make sure you get what you needed before leaving. To also have dedicated time without other distractions is very important to the learning process in my opinion.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The content is solid, but for those who benefit from in-person interactions, it can be a bit challenging. While the online format is great for flexibility and accessibility, there’s something about face-to-face training that makes it easier to absorb and ask questions in real-time. Overall, though, it’s a solid resource for self-paced learning.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
I can't recall many specifics, mostly due to my own limited use of the entire NXT range of functions. One thing that I dislike is that when previous "Contact Reports" (Talisma term) were imported the dates were all converted to show as the date that they were imported into NXT, rather than the original dates they were entered into the old CRM. During the implementation, similarly, a few batches of Actions were re-dated to show the date of the batch transfer or update (not from the old system, I believe).
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
We used a data warehouse to house our data, and our IT team and implementation vendor worked diligently ahead of time to construct idea implementation plans. Out of millions of records- we had less than a dozen errors, which is remarkable. My major insight is simply having a group of completely devoted individuals working towards your goal who fully understand the desired outcome. Focused resources for implementation season are critical to success.
I have not used other products like this before. I have used and created some SQL databases and ERPs, but have not used fundraising-specific software such as Raiser's Edge. Based on what I know from other products vaguely similar to this - databases and ERPs - this is very user friendly and easy to pick up for anyone, especially with their NXT webview offering.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
Microsoft Dynamics was part of a system overhaul for a local school, and we looked at many products. If we had used it for a company with low turnover, then it might have been more feasible. They needed something a new person could learn quickly, someone who might also be learning marketing terms at the same time - especially if there is nobody to train the individual now expected to know the system. Similar issues occurred with all of these programs (we called it being too big for their britches), and one of the bigger things we liked was that it is more compatible with MS Office products in both technical and visual appeal. If you have a steady employees who use a CRM consistently, low turnover, and those who are very familiar with Office products, Dynamics would be the smartest option for you. Unfortunately, this was just not true for the school environment
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Pricing really seems to be all over the place, and everything else you need is an extra add-on cost. The biggest issue is training. Options are limited unless you subscribe and pay for it across your contract.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
On our purchase, I'd been interrogated about our usage. Our needs are met by Microsoft Dynamics 365, which is simple to use. With so much data and information available, we must ensure that it is presented correctly to managers. Due to a lack of use, we don't have to spend as much money on Salesforce.
New features are constantly being added to Raiser's Edge NXT that expand its capabilities. Features such as constituent mapping and easily accessible actions allow for more in-depth analysis of existing constituents. The future ability to manipulate soft-credits and customize reporting dashboards will make NXT even more attractive to our fundraisers and executives. It's great to see that the software is evolving.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
My company's preferred program right now is Microsoft Dynamics 365. We use it to keep track of customers and important sales metrics in a streamlined manner. Anyone familiar with CRMs will find the tool extremely useful. Considering that we have a good turnover, this product will be used for its basic segments. As a result, there are few chances of error with Microsoft dynamics because it is so easy to use. Many options for recording data on these leads are available. It meets our needs and pays off.
Having everything in one system means that information is much more likely to be up to date. We hardly get any returned mail from the post office when we pull lists.
Our gift officers can easily pull up donor information on their phones while out on a visit, giving them the edge they need to close a gift.
Information tiles on a person's record that are easy to reorganize and collapse per the needs of each user makes finding pertinent information quick.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. TR verified that a representative sample of customers was invited. More Info
For those without a centralized, all in one solution for major HR, Finance and other departments, Microsoft Dynamics 365 has vastly improved employee time utilization and profit.
Migrating clients from on-premise to the cloud has reaped benefits including better security, no unscheduled downtime and frequent updates to functionality.
Those transferring from cheaper solutions have lost money in the aim to be better integrated with other Microsoft products and AI they don't really utilize.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
