ROUNDTABLEBlackbaud 

Constituent Relationship Management

November 2013

Benefits• Ease of use

– Accessible from anywhere– Web‐based

• Upgradable with future software releases• Constituent 360‐degree view• Moves management• Fundraising event management• Donor research

Key Fundraising Definitions• BBEC Revenue―What a constituent donated

– PAS  Pledge/Payment Transactions• BBEC Campaign―Why we are raising the money

– PAS  New concept to BSA• BBEC Designation―Where the money is going, specifically for 

what purpose―drives GL– PAS  Giving Category/Donor Group―drives GL

• BBEC Appeal―How we are asking for the contribution– PAS  New concept to BSA

Key Fundraising Definitions• BBEC Constituents―Individuals, organizations, groups, and 

households– PAS  Individuals and organizations

• BBEC Prospects―Individuals assigned a fundraiser and gift plan– PAS  All individuals or organizations 

• BBEC Site―The entity with which the constituent has a relationship– PAS  Your council or the national office

November Roundtable Objectives• Expand CRM knowledge.• Continue to learn CRM navigation.• 3.0 Enhancements

Use ScoutNET user name and password. Put netbsa\ before your user name.

Setting will be set at the top for all to follow when entering data into the CRM.

I changed the setting to use address standardization and to correct capitalization in the address fields.

Changes have been implemented for data entry.

This represents the matching process as constituents are added to the system. Entries can be done in a batch or as a single entry. You can edit what takes place.

This represents what takes place when the system flags a possible match. This will be set at a global level.

Current setting in the design site for data entry and duplicate entry. How to verify what you want to keep?

Implemented changes on constituent matching fields. Other fields to evaluate when duplicates are flagged.

Changes applied.

Showing a sample of a duplicated constituent and what will happen.

The data entry person now has choice of what they want to do. They can go with the defaults or they can make changes on the spot before committing the entry.

New search tools for specific items without needing to drill into the functional areas to conduct the search.

Functionality with lists within the system—allowing for onscreen formatting.

Filtering has been added as an option to each column.

Columns can be moved by clicking and dragging to wanted order. Name and Login name have been flipped.

You can add or delete columns from what is shown. Other functions are in red. The system will remember your configurations.

Changes here allow for sorting by clicking on the header row as well as the add button.

“No records found” shows now verses just a blank screen after a failed search.

Help and resource are available.

First‐Time Webinar Attendees• Within 48 hours, you will receive an email detailing how to access the CRM Design Site.

• Email will contain links to past webinar presentations.

• Login using ScoutNET user name and password.

• User name may need netbsa\ placed before it.

Site Security• Database will hold a single individual/single organization record for the whole company.

• Councils will be able to view theirconstituents’ records and history. 

• Constituent searches will span the entire database.– Councils will be able to see that someone has a record in another council but not why. 

Timeline• 2012―System configura on, business rules, and conversion and integration discussions

• First and Second Quarters 2013―Revenue configuration, Email 

• Third and Fourth Quarters 2013―Mapping and conversion testing

• 2014―Data Warehouse for reporting, two additional conversion cycles, integration valida on―rollout.

What to Do Now• Single person/organization―person/ organization merge.

• Clean up campaign organization―remove workers with no prospects.

• Delete unused giving categories.

Questions & Tasks• Please submit questions using the Notes tab on your AT&T Connect window.

• If multiple people are viewing from the same computer, please email John Kuehn a list of all who are attending.

mark.moshier@scouting.orgjohn.kuehn@scouting.org

Q&A