Use of Prospect and Solicitation Plans and Opportunities with BBCRM

Dwight Dozier
Dwight Dozier
Seventh Anniversary Participant Facilitator 1
in Blackbaud CRM™ General Discussions

Hello,

I am reaching out to gather additional information on those organizations that are using BBCRM's Plans and Opportunity structure related to Prospects and Solicitation efforts. Plans and Oppurtunites can be established as a one-to-many relationship, i.e., linking one Plan to many Opportunities or established as a one-to-one relationship, i.e., one Plan linked to one opportunity for each separate solicitation and tracking effort initiated.

I am trying to get a consensus of who uses which method (one-to-many, or one-to-one) via their institutions or organization prospect and solicitation protocol and standards and why. Also, regardless of which method is used, are Development Staff responsible for entering their own plans and opportunities?

Thanks.

Dwight D. Dozier, Georgia Tech Foundation

Comments

  • Amanda Brown
    Amanda Brown
    Tenth Anniversary Kudos 1 Name Dropper Participant

    @Dwight Dozier - at The Nature Conservancy it is pretty typical to have many opportunities on one plan. There may be some interim smaller asks as we are cultivating a donor for a much larger ask. They are typically entered by the fundraising support staff. Hope that helps!

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