For years, the market for nonprofit CRM and fundraising software has been both stagnant and confusing. Back office systems like Raiser’s Edge have provided solid functionality but a clunky interface and very little innovation. The Salesforce platform provided amazing accessibility and extensibility, but little in the way of true nonprofit functionality. Additionally, the proliferation of online tools for e-marketing, social engagement, fundraising, team-raising, and event management have left everyone confused as to which product does what and how to integrate them effectively. Two recent announcements have excited the nonprofit community and left us hopeful that perhaps both innovation and clarity might come to us soon: Blackbaud announced Raiser’s Edge NXT as its next generation of fundraising software and an eventual replacement of the current version of Raiser’s Edge. The Salesforce Foundation announced the formation of NGO Connect, a collection of apps on the Salesforce platform targeted for nonprofits. - See more at: http://www.communityit.com/resources/webinar-november-4-2014-disruption-nonprofit-crm-force/#sthash.KnVS2Yjd.dpuf

1. A
DISRUPTION
IN THE
NONPROFIT CRM
FORCE
1

2. Multitasking does not work
You may just miss the best part of the presentation
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WEBINAR
TIPS
2

3. KYLE
HAINES
DAVID
DEAL
JOHAN
HAMMERSTRO
M
WHO
WE ARE PETER
GROSS
3

4. Community IT Innovators partners with nonprofits to
help them solve their strategic & day-to-day IT
challenges.
Strategic
Proactive approach so you can make IT decisions
that support your mission and grow with you
Collaborative
Team of over 30 staff who empower you to make
informed IT choices
Invested
We 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
4

5. ABOUT
40+
YEARS
200+
CLIENTS
1
PURPOSE
5

6. SOME ESTEEMED
CLIENTS
6

7. WHAT
YOU’LL LEARN TODAY
• Recent changes in the non profit CRM
marketplace
• How we approach CRM and its disruption
• How organizations should approach this
recent disruption
7

8. HOW OUR
OPINIONS
WERE FORMED
• Deep experience with nonprofit CRM
• Long-standing relationships with software
vendors and implementation partners
• Constant monitoring of CRM marketplace
8

9. CRM IS BECOMING MORE
POWERFUL
MANAGE
WORKFLOW
VISUALIZE
TRENDS
CONNECT
PEOPLE
BETTER
INTEGRATE
9

10. ACCORDING TO
FORRESTER
RESEARCH 47%
OF CRM
PROJECTS FAIL
OO+NT=EOO
10

11. WHY
PROJECTS
FAIL
44%
42%
40%
35%
REPORT THAT
PROCESSES
WERE TO BLAME
REPORT THAT
PEOPLE
WERE TO BLAME
REPORT THAT
STRATEGY
WAS TO BLAME
REPORT THAT
TECHNOLOGY
WAS TO BLAME
11

12. LET’S GET READY
TO RUMBLE
12

13. OH MY
GOSH
WE HAVE AN
ANNOUNCEMENT
FROM BLACKBAUD
([reyzerz] [ej] [en] [eks] [tee])
13

14. WHAT WE
KNOW
SUMMER
2015
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

15. WHAT WE’RE
EXCITED
ABOUT
• 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
• 15

16. WHAT WE’RE
CONCERNED
ABOUT
• 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
• 16

17. (NGO Connect)
THERE IS A
PANACEA
AND IT GOES BY
THE NAME OF
SALESFORCE*
*YOUR MILEAGE MAY VARY
17

18. WHAT WE
KNOW
roundCause sits
at the center of
the offering
Attempt to better
connect and unify
user experience
Salesforce Foundation is
very, very excited to
share this with you
• 18

19. WHAT WE’RE
EXCITED
ABOUT
• 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
• 19

20. WHAT WE’RE
CONCERNED
ABOUT
• 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
• 20

21. A NON-EXHAUSTIVE LIST OF
OTHER PLAYERS ON
THE BLOCK
21

22. OUR TAKEAWAY:
DISRUPTION IS
NOT COMPLETE
BUT BOY OH BOY
ARE WE EXCITED
22

23. CAN YOU
PLEASE JUST
TELL ME
WHAT TO
DO
BEWARE OF THE
AGGRESSIVE
SALESPERSON
OR COMPANY
REMEMBER THAT
PROMISES
SHOULD NOT BE
PURCHASED
MAKE SURE YOU
EVALUATE
TWICE & BUY
ONCE
UNDERSTAND THE
HEALTH
OF YOUR CRM
ECOSYSTEM
23

24. HOW WE
MEASURE
HEALTH
System
Adoption &
Collaboration
Strategy &
Constituency
Alignment
Organizational
Engagement
• 24

25. OTHER IMPORTANT
HEALTH
INDICATORS
Process
Efficacy
Data Hygiene
& Organization
Technical
Capability &
System
Organization
• 25

26. HOW IT COMES
TOGETHER The components create a framework
for organizational health, part of the
build Nonprofit CRM Index™
Technological Capability & System Organization
STRATEGIC
OPERATIONAL
26

27. YOU
STILL DID NOT
TELL ME
WHAT TO
DO WHAT IS THE
TYPE AND SIZE
OF YOUR ORGANIZATION?
WHAT KIND OF
BUDGET
DO YOU HAVE TO WORK WITH?
WHAT IS THE
STATE
OF YOUR INTERNAL RESOURCES?
WHAT ARE YOUR
FUNCTIONAL
AND TECHNICAL REQUIREMENTS?
27

28. IF YOU ONLY
REMEMBER
OO+NT=EOO
ONE THING,
REMEMBER
THIS
28