Serves its purpose but we are looking for a new CRM
Use Cases and Deployment Scope
We use Blackbaud Fundraiser Performance Management as our fundraising platform to track contacts, proposals, and portfolios. It serves as the more user-friendly database, being updated nightly by Banner which is where our entire organization's database is housed. BFPM helps frontline gift officers access their prospects and manage their relationships with relative ease.
Pros
- User-friendly interface
- Accessible from anywhere
- Multi-level search and query functions
- Streamlined prospect data pages
Cons
- "MG EVI" scores are a sham
- Doesn't seamlessly translate over to Banner in certain areas
- Clunky 'new tab' functionality quickly floods entire browser window.
Most Important Features
- Contact entry
- Proposal entry
- Portfolio assignments and query
Return on Investment
- MG EVI is not the end-all-be-all it was sold as
- Still requires use of Banner for certain info
- Helps streamline data entry by allowing gift officers to enter their own contacts.
Alternatives Considered
Ellucian Banner