CRM after using and implementing for multiple organizations
January 15, 2016

CRM after using and implementing for multiple organizations

Salvador Orochena | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Blackbaud CRM

Blackbaud CRM is being used by participating Federations (separate organizations) as their sub ledger for fund raising and overall constituent management. It provides the ability to have a comprehensive view of constituents and is customizable to meet additional needs.
  • The user interface is user friendly, intuitive and customizable through security. Reduces the change management obstacle in training.
  • The application is both configurable and customizable. This presents significant benefits in addressing unanticipated needs, once the proper resources, and training are established. Examples are creating custom reports, adding functionality, interfacing with other applications / platforms.
  • Support and application enhancements. Blackbaud support is effective in addressing out of the box functionality and overall supporting customizations as well. Blackbaud's knowledge base and community provide several resources that can be leveraged in support and enhancing the application.
  • As an enterprise application, I would like to see additional application administration functionality incorporated as part of the application. A specific example is providing additional functionality to address database maintenance.
  • Additional report development tools to allow users (non technical) to create dynamic reports. Currently you can use MS Report Builder and leverage an adhoc query but believe this can be enhanced further.
  • Surface the Financial Transaction Model to the application further. This would allow users to see revenue changes overtime better when reconciling revenue.
  • The web and mobile interface provide an opportunity for users to access application and enter information, providing more insight and less likelihood of loss of details.
  • Can reduce cost if other modules are used such as BBIS as a CMS and other functionality.
  • Using the system within a community (separate databases) provides internal knowledge and best practice to reduce likelihood of single point of failure various roles within an organization.
  • Raiser's Edge
In comparing Blackbaud CRM to Raiser's Edge, there is more room to configure, customize and seems more refined. In terms of more refined, I am referring to the user interface, the capturing of data, ability to perform simple or complex marketing processes.
The Blackbaud Internet Solutions (BBIS) platform is still being evaluated as it provides external web presence (content management system), donor self service, event registration, email marketing, revenue processing and has an interface with the application.