One of the most common risks in an enterprise CRM system implementation is “Legacy System 2.0,” or “Legacy 2.0” for short. This is such an important topic that I’ve been writing about it for years. Legacy 2.0 is a term I coined to describe the almost universal...
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Could Salesforce be the Answer to Legacy 2.0?
One of the most common risks in an enterprise CRM system implementation is “Legacy System 2.0,” or “Legacy 2.0” for short. This is such an important topic that I’ve been writing about it for years. Legacy 2.0 is a term I coined to describe the almost universal...
Read moreHow to Upload Customizations to Your BBCRM Environment Without Creating a Support Ticket
A lot of the nonprofit organizations that we work with that use Blackbaud CRM like to have the ability to deploy their own customizations to non-production environments to become more self-sufficient. Thankfully, Blackbaud thought about this and has this functionality...
Read moreThe Ultimate Nonprofit Guide to bbcon 2019
bbcon 2019, the Blackbaud conference, is one of the leading conferences for technology in the social good and nonprofit space – and it’s right around the corner! Over the last thirteen years, I have attended bbcon in several capacities – as a ‘baudian, client...
Read moreQ&A with Elizabeth Vila, CRM Conversion Consultant
Elizabeth Vila is a CRM conversion consultant who uses her knowledge of Blackbaud systems and experience with nonprofit organizations to implement custom solutions for clients.. Get to know her better in this Q+A! How did you get started in working with nonprofits?...
Read more#ZGQuickTips | Blackbaud CRM – Constituent Search List Options
In this Quick Tip configuration video, we’ll take a look at the Constituent Search options in Blackbaud CRM and show you how to perform a Search List replacement as well as how to add optional fields to Search Lists. Ryan Motkowicz is a CRM Consultant...
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