Chat With Other Blackbaud CRM Users on Skype

Caroline Barnes

The Blackbaud CRM Community Skype Chat Group is off to a running start!  Thank you to everyone who joined our first session.  We compiled a list of topics to discuss at future sessions (every Wednesday from 1-2pm ET), and the schedule of upcoming sessions is below.  To join the group, just download Skype and add carolinebarnes.bb as a contact.  You don't need a mic or camera - we just IM together as a group to discuss best practices and share ideas and experiences working in the Enterprise CRM database.


For more information, check out the Events area in the Blackbaud CRM Community.

Upcoming Chat Sessions:


March 19^th - Data Quality/Integrity


March 26^th - Space/Storage Issues: Is your database getting too big?  What are you doing to clean things up and manage growth?


April 2^nd - Workflow: Is anyone using it, and how?


April 9^th - Performance issues: Who’s having them and how to handle them


April 16^th – Reporting: Report Server and building your own reports


April 23^rd – Upgrades (3.0 and 4.0)


April 30^th – Recognition Clubs vs. Contribution-Based Memberships: which do you use to recognize donors?


May 7^th – Help Desk Support: How do you provide your end users with support and connect with Blackbaud support?


May 14^th – BBEC for Fundraisers: How do your front-line fundraisers use CRM?


May 21^st – User Training


May 28^th – KPIs, Custom Data Lists, Dashboards: How do you use them?


June 4^th – BBIS donations and event registration form best practices


June 11^th – Your Blackbaud Experience: Understand the discovery, IdeaBank, and bug processes, and how to have a successful partnership


June 18^th – How do you use Blackbaud’s mobility tools?


June 25^th – Mailings: Exclusions, Name Formats, and more


July 2^nd – Security: Configuration and management


July 9^th – Data interfacing with external systems


July 16^th – Extending the ETL in the data warehouse


July 23^rd – Ad-hoc query permissions and library management


July 30^th – Methodologies around client-side BBEC Project Development (SDLC process)


August 6^th – Direct Marketing