Summer Blockbuster of Updates

Published
In a world of vast data, finding the right prospects should be easy. Thanks to the newest update to ResearchPoint™, donor management and prospect research are now easier than ever before. After working with ResearchPoint users across the industry and our development teams here at Blackbaud, we are excited to announce a much-anticipated update to your ResearchPoint software: streamlined integration with your Raiser’s Edge™ database!

Serendipity

No longer do you have to leave your beloved browser to run ResearchPoint and The Raiser’s Edge integration. With the new update, the integration will work across most browsers. Ditch Internet Explorer® (if you want to, that is) and rekindle your relationship with your favorite browser to research prospects. You are also now able to share the research love across workstations with the improved connection. And you no longer have to run both programs on the same machine to connect donor information.

Field of Dreams

The improved sync allows you to easily configure constituent fields to be shared between the two systems. Additional fields—such as giving history, nicknames, birth dates, deceased indicators, and wealth information—all create a better donor viewpoint. Plus, the new connection includes field descriptions, allowing you review which fields you want to use and which fields you want to leave for later. Having a clearer view of your donors allows you to be smarter with donor segmentation and prospect management, and it facilitates more meaningful conversations with your constituents.

Sideways

Included in the update is a new feature that uses contact information from The Raiser’s Edge® when screening prospects through WealthPoint®. No longer do you have to worry if the information in ResearchPoint matches the current contact information in The Raiser’s Edge. If it’s in The Raiser’s Edge, it will be used to find information when screening records. The WealthPoint search will include name, spouse, business name and address for both spouses, date of birth, email, and up to five addresses from both systems to return the best possible matches when screening records.

The Social Network

This new update could only be possible with the work from our valued clients and partners. We owe a huge “thank you” to all our users, and we look forward to even more improvements in the future. To learn more about this new update, check out the conversations in our Community by selecting The Raiser’s Edge integration category or on our website. You can reach out to your Target Analytics® account manager if you have any questions.

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