Getting data (reports, queries, mailing lists, exports, dashboards, etc.) out of any fundraising system is a universal challenge in the nonprofit sector– regardless of the CRM system used. Pulling data accurately requires deep and specialized knowledge of the tools,...
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Go-Live is the Middle of the Race
I’ve always been a fan of the explanatory power of metaphors and similes, especially sports metaphors. “Crossing the finish line,” “Being a good team member,” “Handing off the ball” all make complicated things clearer (for me...
Read moreHappy 10th Anniversary to Blackbaud CRM
This month marks the 10th anniversary for the first Blackbaud CRM go-live! I can’t believe it’s already been a decade since I celebrated the go-live of Blackbaud CRM (BBEC) with my friends at Heifer International. Since that time, Heifer has been joined by...
Read moreHow Clean is Your Database?
It happens to the best of us – temporary tables and other unnecessary data take up disk space and cause poor performance. Luckily, there’s an easy solution! Today, we’ll show you to get a clean database in Blackbaud CRM. Standard disclaimer –...
Read more5 Things (You May Have Overlooked) for Successful CRM Implementation
Zuri Group has had the good fortune of helping dozens of our clients plan and complete a successful CRM Implementation. A well-organized selection process (see some ideas on that here) should have you well-positioned, but once you sign, there will many more things to...
Read moreUse Custom Artwork to Personalize Blackbaud CRM for Your Organization
PLEASE NOTE: This method is only available to technical people that have access to the server’s folder structure. I’ve had a lot of clients over the years personalize their instance of Blackbaud CRM by giving it it’s own name and using their very own artwork....
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