Agenda / Notes for Sept 20, 2019 PAG Meeting

Julie Vargo

Welcome

• Opening Comments

Subcommittee Reports

• Update from CRM Cloud Sub-Committee – Chair, Julie Vargo, The Ohio State University
• Update from Data Hygiene Sub-Committee – Chair, Michael Felberbaum, Yale University
• New CRM & Calling Software Integration Sub-Committee Forming – Chair, Craig Hughes, Wisconsin Foundation & Alumni Association
• Call for new subcommittee suggestions and/or customization needs – email recommendations to Julie Vargo at Vargo.64@osu.edu

Customer Presentation: Chris Keene, UConn Foundation

• UConn Foundation will present their streamlined gift import process that was developed using the Blackbaud CRM SDK.

Customer Presentation: Will Palmer and Keith Posey, Boston College

• Boston College will present their BBCRM (named Spark) & Cvent integration. Highlights to include initial data load into Cvent, bi-directional sync operations between Spark (BBCRM) and Cvent, as well as outbound sourcing for SFMC.

Blackbaud Product Update: Matt Crawford

• Service Pack Update
• Cloud Subcommittee preliminary responses
  • Update on Blackbaud CRM in Azure, including new capabilities
• Idea Portal
• BBPS update process

Call out for customization show and tell

• Have a customization you would like to share?
• Have ideas for a customization that you need or would like to see?

Adjournment

• Final questions & discussion items
• Next Meeting – November 15, 2019, 11:00 am – 12:30 pm ET
• Recording of this meeting will be posted to the HE-PAG community.