by Brandon Ferris | Nov 8, 2018 | CRM
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,...
by Chris Cannon | Oct 5, 2018 | CRM, Operations, System Selection
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...
by Ken Swift | Sep 18, 2018 | 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...
by Zuri Group | Aug 7, 2018 | CRM
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 –...
by Chris Cannon | Jul 18, 2018 | CRM
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...
by Chris Whisenhunt | May 28, 2018 | CRM
BEFORE YOU PROCEED: 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....
