Community IT July Webinar - Raiser's Edge NXT
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Transcript of Community IT July Webinar - Raiser's Edge NXT
Multitasking does not workYou may just miss the best part of the presentation
Ask questionsPost questions via chat
InteractRespond to polls during webinar
Webinar presentation & recordingPresentation and recording links will be shared after the webinar
WEBINARTIPS
Strategic Proactive approach so you can make IT decisions that support your mission and grow with you
Collaborative Team of over 30 staff who empower you to make informed IT choices
Invested We are committed to supporting your mission, and take care of your IT investment as if it were our own
Nonprofit focus Worked with over 900 nonprofits since 1993
ABOUT
Community IT Innovators partners with nonprofits to help them solve their strategic & day-to-day IT challenges.
• What is Raiser’s Edge NXT?• What does it take to truly be effective
at CRM?• How can I tell if we’re ready for CRM
change?
WHATWE’LL COVER TODAY
WHAT WEKNOW
2015
JUNE
Released on schedule
Raiser’s Edge for everything
else
Raiser’s Edge NXT (1.0) for fundraisers
WHAT NXT IS……NOW
• Improved user experience with an initial emphasis on fundraisers
• Responsive design (desktop, mobile, tablet, etc.)
• Data model and architecture is unchanged
HOW BLACKBAUD ISPOSITIONING NXT…NEXT
• Open, and improved, API to allow greater connectivity
• Future releases promise additional functionality
• It will become a platform upon which services and products are layered
WHAT’SNOTABLE• Heavy reliance on RE “classic” for the foreseeable
future• Still envisioned as CRM for
Development/Advancement• Change in how pricing is determined
https://www.blackbaud.com/fundraising-and-relationship-management/the-nxt-era
OTHERRESOURCES
ACCORDING TO FORRESTERRESEARCHOF CRM PROJECTS FAIL
47% http://www.zdnet.com/blog/projectfailures/crm-failure-rates-2001-2009/4967
WHY CRMPROJECTS
FAIL
44%42%40%35%
REPORTPROCESSESWERE TO BLAME
REPORTPEOPLEWERE TO BLAME
REPORTSTRATEGYWAS TO BLAME
REPORTTECHNOLOGYWAS TO BLAME
http://blog.e2benterprise.com/the-common-causes-of-crm-system-project-failure-according-to-recent-forrester-research-survey/
“When used right … technology is an essential driver in accelerating forward momentum. But when used wrong …. technology simply accelerates your own self-created demise.”
Jim Collins, Good to Great
• Her organization has an underdeveloped major gifts program
• Large individual gifts have been caught, not raised
• Fundraisers have refused to use RE7 to manage their portfolio
• Excited about NXT as a way to improve fundraising
Lisa, SVP of Developme
nt
Build CRM IndexThree organizational
measures of CRM health
Organizational Engagement
Strategy & Constituent Alignment
System Adoption & Collaboration
SystemAdoption &
Collaboration
OrganizationalEngagement
Strategy & ConstituentEngagement
HOW WE MEASUREHEALTH
Organizational
Engagement
Does organizational commitment to CRM start at the top?
HOW WE MEASUREHEALTH
Strategy & Constituent Alignment
RE: NXT surfaces “intelligent” information about constituents: is there a plan to act upon that information?
HOW WE MEASUREHEALTH
System Adoption & Collaboratio
n
Has your staff written off The Raiser’s Edge?
System Adoption & Collaboratio
n
• Organization is currently using a combination of RE7 and Excel and Outlook
• Lots of duplicates, many constituents not touched in years and when they have been, interactions have not been recorded
• Relationship management and other processes are inefficient and not documented
Lisa, SVP of Developme
nt
Build CRM IndexThree tactical
measures of CRM health Process Efficacy
Technological Capability &
System Organization
Data Hygiene & Organization
HOW WE MEASUREHEALTH
Technological Capability&
System Organization
How does The Raiser’s Edge/NXT fit within your organization's information ecosystem?
HOW WE MEASUREHEALTH
Data Hygiene &
Organization
How will data quality impact the “intelligence” of RE: NXT?
HOW WE MEASUREHEALTH
ProcessEfficacy
Do you have organizational agreement on how moves management will operate?
CONSIDERATIONSTECHNOLOGY CANNOT
LEAD CHANGERETURN ON INVESTMENT
IS RELATIVERAISER’S EDGE NXT CANNOT ALWAYS
FILL GAPS
CAN YOU PLEASE JUSTTELL ME WHAT TODO
BEWARE OF THEAGGRESSIVESALESPERSON OR COMPANY
REMEMBER THATPROMISESSHOULD NOT BE PURCHASED
MAKE SURE YOUEVALUATETWICE & BUYONCE
UNDERSTAND THEHEALTHOF YOUR CRMECOSYSTEM