Development Operations

Development Operations

Development Operations Children's Minnesota The Problem Complex Challenges Children’s complex fundraising environment created challenges for its data, processes, and systems needs. As a result, the team needed to streamline roles, strengthen processes, and...
BBCRM Upgrade

BBCRM Upgrade

CRM Upgrade & Strategic Counsel Ivy League University The Problem Lack of Alignment The University was stuck in an aging CRM instance due to customizations and other decisions. The Solution Partnership The University partnered with Zuri to move the team from the old...
BBCRM Upgrade

BBCRM Upgrade

City of Hope A Zuri Group BBCRM Project Blackbaud CRM Upgrade and Campaign Readiness City of Hope needed to upgrade Blackbaud CRM to version 4. The leadership team used this as an opportunity to assess their business processes and technology to ensure they were...
BBCRM Single Sign-on

BBCRM Single Sign-on

Blackbaud CRM Single Sign-on The Ohio State University The Problem Does your organization uses Shibboleth, Okta, OneLogin or another identity provider? If so, you cannot use it with Blackbaud CRM for true multi-factor authentication. The Solution Zuri Group partnered...
Volunteer Prospecting

Volunteer Prospecting

Volunteer Prospecting Wake Forest University The Problem   Wake Forest University’s (WFU) Development and Alumni saw an opportunity to enlist alumni volunteers to leverage relationships to grow fundraising efforts. Volunteer fundraising is not new, but is usually...