No one ever says their CRM is perfect; RE NXT is pretty good!
August 05, 2022
No one ever says their CRM is perfect; RE NXT is pretty good!
Score 8 out of 10
Vetted Review
Verified User
Overall Satisfaction with Blackbaud Raiser's Edge NXT
I work at a public university with about 40,000 students currently. We use Blackbaud Raiser's Edge NXT for our CRM, coming up on 200,000 constituent records. I am part of the Advancement Services team who manages our constituent data, keeping track of contact information, solicitation requests, employment, donations, acknowledgments and receipting, and basically every interaction we have. We use the database view part of RE NXT while the front-line fundraisers use NXT web view exclusively. I switch back and forth between the two in order to assist fundraisers with managing their prospects.
- Lists - filters and columns are fairly intuitive to use, and I appreciate that, unlike Queries, it is set up to combine duplicate information into one line.
- The Needs Attention section provides useful insight into prospects. I like that it includes upcoming birthdays.
- Actions and newly assigned and other alerts on the Work Center Overview are helpful.
- Lists: there are filters and columns missing as options. In particular, we use the Volunteer tab for tracking board members. I want fundraisers to be able to find their college/area's board members using a list or in their portfolios using the Volunteer tab as a filter.
- I'd like to be able to see Fund information in NXT, like the attributes.
- The Constituent ID (aka the RE NXT unique identifier) should be more prominently placed. I require that field from the fundraisers when I make updates to ensure that we are both looking at the same record. I have had issues with fundraisers sending me ID numbers from the Alias fields that now show up in the Constituent Summary tile instead.
- Lists
- Filters/Columns
- Work Centers
- Duplicate finder
- The integration with Financial Edge has created a checks and balances system with our donations and accounting which catches potential issues before auditors do.
- We certainly have grown in the number of donors, constituent records, and funds raised, and RE NXT has been essential to keep it all organized.
- We switched from issuing a tax receipt after every gift to a single consolidated annual tax receipt for each donor last year. Due to RE's export and merging options, the process took significantly less amount of time and was a relatively smooth process considering the large number of donations involved.
Very recently, I have been working with fundraisers to prioritize their discovery prospects, the ones they are not actively working with, some of whom have never been contacted before. We started using the built-in wealth rating of the stars 1-5 to help them sort and start reaching out to the highest capacity prospects first.
- Online Training
Do you think Blackbaud Raiser's Edge NXT delivers good value for the price?
Yes
Are you happy with Blackbaud Raiser's Edge NXT's feature set?
Yes
Did Blackbaud Raiser's Edge NXT live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Blackbaud Raiser's Edge NXT go as expected?
Yes
Would you buy Blackbaud Raiser's Edge NXT again?
Yes