It works well enough for fundraising purposes and donor tracking. I think it would be less appropriate for instances or industries where you don't need so many data points on someone. You are able to attach a lot of information to a record so if you don't need that info (simply need contact info for example) you might want a simpler system
It is incredibly user-friendly! From the first time I opened a constituent profile, I could easily navigate between tabs and find the information I need in a timely fashion without confusion.
It allows personalization! Depending on what information is most relevant to me, I can organize the widgets that are shown first. I typically look at the same few pieces of information on every profile, so I don't have to dig for it!
We've covered a lot, but mostly because we are happy with the system overall. There are a few kinks, and sometimes it takes a minute to figure out the right wording to pull a report or the best way to code a new category that we want to track. But Blackbaud is always there to help us, and once things are figured out - they are super simple to replicate. It wouldn't be worth it to switch to a new system and lose of all our information and time put in to mastering the system
It is purely dependant on who you reach and speak to. You can call twice in an hour period and get two completely different answers. You can get people who are willing to help, people who just tell you no, or people who have no idea what to do. They need to work harder on training their support people. The chat function works very well for simple questions and is my preferred go-to when seeking help.
Most of our issues were self-inflicted and related to BB's work. We did not "staff up" correctly, our data to be converted was not in great shape and we set some unreasonable goals. With BBs help we were able to clean our data and prep it for conversion and we adjusted the goals to be more achievable with the timeline we were given. We found the BB staff to be responsive and focused, especially when working on-site with us.
When were doing our search, in 2016/2017 we identified three products that might have potential for our use. They were Ellucians Advance, BlackBaud e-CRM and Sales Force. We had 18 years experience with Ellucian, we had several Sales Force installations on campus and very little knowledge of e-CRM. We rejected Ellucian's Advance because at the time they were implementing a new sub-platform and the product was still being developed. Their anticipated completion date did not meet our campaign timeline. We rejected the sales force offerings because we did not have the time or resources to select different apps, tie them together so they shared data correctly and then deal with multiple vendors when there was an issue. BB e-CRM offered us an established, growing platform that was fully integrated internally. It had the capability's we needed and room to grow
While everydayheroPro and CrowdRise are easy to set up, already mobile friendly, have great interfaces, and are customizable, they lack some base capabilities that come with TeamRaiser, such as the ability to control the donation form, email capability, database syncing, badges/milestones, and custom pages. The everydayheroPro system has great potential, and we use it for our smaller DIY campaigns, but its support knowledge bank and customization is still so limited and can be frustrating to use because of it.
