Blackbaud Target Analytics 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.

Incentivized

I think it's great for organizations that simply need to manage their donor base in a user-friendly way. If you treat all of your donors the same and do not do much segmented communication, Virtuous is great for you! if you do need segmentation, they need to improve their email marketing software. Also, if you plan to use other tools, they really lack any kind of integration, which is not ideal.

Incentivized

• 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.

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

Incentivized

• 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).

Incentivized

• Does not currently have action based/click based email marketing automation capabilities.
• Lacks integration with any other tools we/our nonprofits are using.
• Expensive, even just for the support they charge hourly.

Incentivized

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

Incentivized

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.

I think the way to look at a CRM is really based on what provides the easiest user experience for you and your team. These days, they all do basically the same thing. Nothing about Virtuous stands out as significantly unique compared to the others. So if you like it, use it... but the others are just as good and actually have better integrations and more capabilities.

Incentivized

• 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.

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

Incentivized