Tips and tricks for Target Analytics products/services.

New To ResearchPoint? Check Out This Comprehensive Toolkit Of Resources For Getting Started

I like to describe ResearchPoint (RP) as a heavy-lifting assistant because it’s an easy-to-acclimate-to cloud-based software tool that aids in your investigation into high-wealth, high-propensity prospects and donors.   That said, learning to navigate and use any new software can seem daunting. 

I’m not a technical guru – I’m a fundraiser by trade, with a short stint in prospect research… back when free resources at the local public library were all the rage – and I love ResearchPoint! It’s learning curve is short-lived and its access to vendor-based analytic scores, internal ratings and external prospect research findings is intuitive!  I’ve put together a 3-section Starter Toolkit that will make the learning curve even shorter.
ResearchPoint Quick Start Resources
Start here – (3 - 60 min.)

Welcome to ResearchPoint! your new tool to manage prospect research data. In combination with your constituent relationship management software, ResearchPoint can be a powerful asset as you research, understand, and connect with donors. Our software helps you make decisions in prospect development based on data and analytics. From any Internet browser, you can log in, research, and send reports to development officers and key organization leaders. 8249ad71c76def95a8a295049a1529a4-huge-rp

Join the Target Analytics Community
Then – (3 min.)

Navigate to the TA Community and sign-up!  Here’s where you have access to all-things ResearchPoint and Target Analytics at Blackbaud. You can converse with the Analytics Consultants, ResearchPoint R & D team, other customers and access a myriad of resources, including webinars on timely topics about RP.
  • ResearchPoint Updates Release Information and Webinars (click on the Release Information tab)
  • Target Analytics Tips & Tricks Blog for ResearchPoint Users, Analytics customers and more (click on the Tips & Tricks tab)
  • Live and Archived Webinars to Watch (click on the Events tab)
  • Submit a New Idea to the RP R & D Team (click on the Ideas tab)
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Take RP Complimentary Training Courses and More!
Next – (1.5 – 2+ hours)

Launch the Learn Basics® on-demand eLearning for ResearchPoint at any time that’s convenient for you.  We’re always updating these free courses with the most current functionality of interest to new RP users. You’ll learn how to navigate around as well as how to get started with the most popular functions in the software including ResearchPoint’s searchable prospect research data sources like Who’s Who, Real Estate Holdings, Philanthropic Contributions database and Guidestar. 
If you’re ready to go further, you can also sign-up for a Learn More® or Learn Everything® training subscription or access your subscription if you already have one of them.  Then take the WebEx based instructor-led classes that interest you. (class duration varies by course) 2ed8828509957069d278a9e56e2769e6-huge-rp

Calling all blog readers!  If you have other resources you’d like to share for colleagues getting started with ResearchPoint, please reply to this blog and list them with links to the resource.  Thanks for being a contributor to our Toolkit! 
Posted by Katherine Swank on Apr 11, 2019 6:07 PM America/New_York

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What a great set of resources to help get new users started!
  • Posted Mon 15 Apr 2019 12:05 PM EDT
This is great, thanks for posting.
  • Posted Mon 15 Apr 2019 12:55 PM EDT