Blackbaud Target Analytics vs. Convio Luminate (discontinued) vs. Virtuous CRM

ResearchPoint is well suited for Prospect Research, especially if the user has Raiser's Edge as their main database given its integration capabilities with qualified data; however, it is not necessary. I used the Target Analytics product that came before ResearchPoint (The Researcher's Edge) as a stand-alone prospect research database for about a year. For small shops that do not have a prospect researcher or prospect research team, it could even be used by gift officers looking for new prospects or for wealth data on their known prospects. Once systems are in place, the content is fairly intuitive and easy to navigate. The product is really a one-stop-shop, find prospects, wealth screen them, verify the data (the product saves you time by verifying a lot for you already), sync your findings to The Raiser's Edge, and if you'd like, export or print a professional-looking profile to a .pdf for your president or gift officer.

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It does great with donor cultivation processes and the workflow feature is top-notch for automating processes. Where it does a less than stellar job is getting it to work more specifically for your organization. Often times building that kind of special feature costs a significant time and money investment and it is something that is hard to transfer when it's time to move to a new database.

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Virtuous is a great tool for fundraisers and nonprofit organizations that want to keep all their donor records, gift transactions, donation landing pages, and reporting in one platform. It may not be well suited, though, for for-profit businesses, organizations, and agencies.

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• Address Updates - starting at the basics, the Target Analytics products allow you create a firm foundation for the data in your system.
• Data Hygiene - taking it a step further is creating and updating data on an individualized basis - such as DeceasedRecord Finder, and Email Finder.
• Data Modeling - Once your data has been appended it can be modeled for increased donor interaction, stewardship, and solicitation.

• Luminate takes some of the legwork out of setting up NSPS for nonprofit use of salesforce.

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• User-friendly CRM.
• Knowledgable support staff.
• Allows for email marketing on a mass level.

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• Confirmed relationships needs to be a field that can be synced to The Raiser's Edge
• Philanthropic giving, when synced to the Prospect tab, needs to be able to be sorted by dollar value (like in Excel); this is a change that would need to happen in The Raiser's Edge
• With increasing competition from other wealth screening vendors, it would be useful if data sources were updated more frequently (i.e. real estate and giving).

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• Big Investment
• It's a sales program with a donation management overlay so it has some troubles around reporting.

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• Virtuous only keeps track of contacts on forms for a given period of time, not the lifetime of when the form was deployed.
• Virtuous Customer Support can sometimes lag, and you end up waiting days for a response to your inquiry or issue.
• Virtuous reporting, while very detailed and segmented, can sometimes be a little overwhelming, and the terminology does not always translate to what you are looking to accomplish with your reporting outcomes.

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In my experience, Virtuous CRM has great self-marketing, talented salespeople, and a half-baked CRM that shows glimmers of competence but the actual experience is more akin the the scene in the Simpson’s when Sideshow Bob keeps stepping on rakes.

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While there is always room for improvement, I have always had good luck with TA support. There are so many ways to get help! Sometimes I can answer my own question by just accessing the vast Knowledgebase directory. I have been able to get quick answers by initiating a live Chat without having to navigate the call center voice mail options, which can be a little overwhelming. Sometimes my question or problem is more involved and I'll submit a case online. Between email conversations or a phone call, the representatives I've worked with have always been super helpful, never condescending, and they often follow up days later to make sure everything is working well

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Support for the product is horrible; often support will have you bouncing between Blackbaud support and Salesforce support and it's very rare either are able to find simple solutions. Most of the time the solutions almost always cost money and hiring consultants which, for a smaller organization, means not being able to achieve proper solutions.

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Currently there are several prospect research software companies on the market, such as WealthEngine. In my opinion, Target Analytics with the ability of integration between Raiser's Edge and ResearchPoint creates a greater value for an organization.

Of the databases I have used, Luminate CRM is my least favorite. However, it is powerful and large enough to function adequately for a large nonprofit; I couldn't say the same for some of Blackbaud's smaller products. We definitely need the full Luminate Suite (Luminate Online, Team Raiser, etc.,) to make it work, though - and we're constantly disappointed by the clumsiness of the way all the pieces interact.

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In my experience, the sales pitch and demos are slick, but upon actual use there is a quick realization that no small or medium charity should touch this software with a 10-ft pole. In my opinion, if you have a large org with lots of cash, and a dedicated database manager who is tech-literate, you can make this work. HubSpot is by far my favorite but lacks the nonprofit features needed to truly manage donor relationships and portfolios.

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• Address Appends - we are saving tons of money on returned mail, NCOA updates, and ensuring donors are receiving timely correspondence.
• Data Appends - ensured that we know who we have in our database and how we need to reach each household. Not only through updating records of deceased constituents but knowing the correct email addresses and phones to reach out and share our mission.
• Prospect Research - allows us to learn more about potential donors, existing donors, and how to create increased donor-centric interactions and solicitations.

• Uncertain; we have not collected data on this. Our Luminate package is quite expensive, though.

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• Better donor management.
• Better predictive analytics on donors and giving numbers.
• Increases were seen in overall revenue since joining with Virtuous.

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