Blackbaud Pacific is dedicated to ensuring clients can use Blackbaud CRM to its full potential. In an uncertain world, now more than ever, it is vital to ensure that staff can efficiently use the functionality of the solution, and that managers are aware of the possibilities, placing the focus on executing strategy. This webinar series is intended to provide your staff with an overview of key areas within Blackbaud CRM.
Register for one/or more of the below sessions. Each session is intended to dive into a major module within the Blackbaud CRM solution, perfect for either a new team member or anyone requiring a refresh.
In this session we discover the Prospects module in CRM. Join us for a deep dive into the deep, rich functionality for tracking all aspects of your Major Giving and Bequest activity. This session will introduce the Prospect Plan and its components, Opportunity & Planned Gift records, and CRM’s prospect data analysis features.
Query is the fundamental tool for data analysis in Blackbaud CRM, but it is also often misunderstood. We’ll review the intended use of Query, how to design and structure a grouping, along with some of the more advanced features. This is a great introduction to an important tool, great for brand new users and those needing a refresher.
Blackbaud CRM’s Foundation module includes unique functionality to track your organisation’s grant needs, applications, deadlines, and successful awards. Learn how this area is both similar and different from the Prospects module, and how to get the most from its features.
We hope you will enjoy the webinars!
Sean Patrick has over 14 years of experience working with not-for-profit organisations. Prior to joining Blackbaud, he worked as a Database Administrator at Arts and Cultural non-profits in the United States, including successful implementations of multiple Blackbaud products.
During his time as a Senior Educational Consultant for Blackbaud US, Sean Patrick taught remote and in-person classes on Raiser’s Edge, Patron Edge, Altru, Blackbaud NetCommunity, Blackbaud Sphere and Crystal Reports. Sean Patrick is proud to have achieved a Master’s Certification in Raiser’s Edge, the highest-possible certification.
Since joining Blackbaud Pacific, Sean Patrick has worked on, and led, multiple CRM implementations, including design workshops, design document creation and review, and database configurations. He has used his broad training experience to completely redesign the team’s educational courseware. Sean Patrick has led innovation efforts, which has resulted in an integration of Power BI, AI chatbots, Facebook Messenger, Machine Learning, and training/onboarding services into CRM.