A

DISRUPTIONIN THENONPROFIT CRM FORCE

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WEBINAR

TIPS

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WHOWE AREPETER

GROSS

KYLEHAINES

DAVIDDEAL

JOHANHAMMERSTROM

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Community IT Innovators partners with nonprofits to help them solve their strategic & day-to-day IT challenges.

StrategicProactive approach so you can make IT decisions that support your mission and grow with you

CollaborativeTeam of over 30 staff who empower you to make informed IT choices

InvestedWe are committed to supporting your mission, and take care of your IT investment as if it were our own

Nonprofit focus Worked with over 900 nonprofits since 1993

ABOUT

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ABOUT

40+YEARS

200+CLIENTS

1PURPOSE

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SOME ESTEEMED

CLIENTS

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• Recent changes in the non profit CRM marketplace

• How we approach CRM and its disruption• How organizations should approach this

recent disruption

WHATYOU’LL LEARN TODAY

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• Deep experience with nonprofit CRM• Long-standing relationships with software

vendors and implementation partners

• Constant monitoring of CRM marketplace

HOW OUR

OPINIONSWERE FORMED

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CRM IS BECOMING MORE

POWERFUL

MANAGEWORKFLOW

VISUALIZETRENDS

CONNECTPEOPLE

BETTERINTEGRATE

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ACCORDING TOFORRESTERRESEARCH

47% OF CRM PROJECTS FAIL

OO+NT=EOO

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WHYPROJECTS

FAIL

44%

42%

40%

35%

REPORT THAT

PROCESSESWERE TO BLAME

REPORT THAT

PEOPLEWERE TO BLAME

REPORT THAT

STRATEGYWAS TO BLAME

REPORT THAT

TECHNOLOGYWAS TO BLAME

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LET’S GET READY

TO RUMBLE

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OH MY

GOSHWE HAVE AN

ANNOUNCEMENTFROM BLACKBAUD([reyzerz] [ej] [en] [eks] [tee])

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WHAT WE

KNOW

2015

SUMMER

Scheduled for release June/July

2015

Raiser’s Edge Classic retained for back-office

Raiser’s Edge NXT(1.0) connected to Classic for

front-office• 14

• The sleeping giant has awoken• Great user experience/user interface with an emphasis on

needs of front-line fundraisers• Responsive user experience across multiple platforms (desktop,

mobile, tablet, etc.)

• No conversion – backend database/model is unchanged

• Open and free API to allow greater connectivity

WHAT WE’RE

EXCITEDABOUT

• 15

• Ability to extend beyond traditional Raiser’s Edge users

• There are flaws in the existing data model

• How new pricing model will impact organizations

• Geared towards you consuming additional Blackbaud services

• The role of existing Blackbaud Hosting architecture

WHAT WE’RE

CONCERNEDABOUT

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(NGO Connect)

THERE IS A

PANACEAAND IT GOES BY

THE NAME OFSALESFORCE*

*YOUR MILEAGE MAY VARY

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WHAT WE

KNOW

roundCause sits at the center of

the offering

Attempt to better connect and unifyuser experience

Salesforce Foundation is very, very excited to share this with you

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• Well-funded and committed competitor to Blackbaud

• Opportunity to expand CRM across the nonprofit enterprise

• Nonprofit users benefit from for-profit funded innovation• Large and growing development environment with reasonably

low barriers to entry

WHAT WE’RE

EXCITEDABOUT

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• Salesforce Foundation seemingly is endorsing a single approach/vendor

• The marketing is out in front of reality• NGO Connect is functionally-rich but currently lacks intuitive

interface

• Feeds the misconception that technology can fix everything

WHAT WE’RE

CONCERNEDABOUT

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A NON-EXHAUSTIVE LIST OF OTHER PLAYERS ON

THE BLOCK

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OUR TAKEAWAY:

DISRUPTION IS NOT COMPLETE

BUT BOY OH BOYARE WE EXCITED

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CAN YOU PLEASE JUSTTELL ME WHAT TO

DO

BEWARE OF THE

AGGRESSIVESALESPERSON OR COMPANY

REMEMBER THAT

PROMISESSHOULD NOT BE PURCHASED

MAKE SURE YOU

EVALUATETWICE & BUYONCE

UNDERSTAND THE

HEALTHOF YOUR CRMECOSYSTEM

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HOW WE MEASURE

HEALTHSystem

Adoption & Collaboration

Strategy & Constituency

Alignment

Organizational Engagement

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OTHER IMPORTANT

HEALTHINDICATORS

ProcessEfficacy

Data Hygiene& Organization

Technical Capability &

System Organization

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HOW IT COMES

TOGETHERThe components create a framework for organizational health, part of the build Nonprofit CRM Index™

STRATEGIC

OPERATIONAL

Technological Capability & System Organization

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YOU STILL DID NOTTELL ME WHAT TO

DO WHAT IS THE

TYPE AND SIZEOF YOUR ORGANIZATION?

WHAT KIND OF

BUDGETDO YOU HAVE TO WORK WITH?

WHAT ARE YOUR

FUNCTIONALAND TECHNICAL REQUIREMENTS?

WHAT IS THE

STATEOF YOUR INTERNAL RESOURCES?

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OO+NT=EOO

IF YOU ONLY

REMEMBERONE THING, REMEMBER

THIS

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