Expert Access for Blackbaud CRM

Accomplish more in Blackbaud CRM with over 30 innovative tools that streamline workflows and minimize manual tasks.

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Over 30 Tools for Support

Extend the functionality of Blackbaud CRM with a set of essential add-ons and integrations that enhance productivity around data management and fundraising tasks. With Expert Access, your team can utilize over 30 tools that support software integrations, engage CRM users, and activate mobile features to expand your fundraising efforts in Blackbaud CRM.

  • Access all solutions under one subscription.
  • Rely on a knowledgeable team of Blackbaud CRM developers for tech support.
  • Join a community of clients who share ideas for current and future solutions needs.

Custom Tools and Efficiencies

46 applications integrated using the Velocity data engine (and counting).
10x faster to merge duplicates using the Duplicate Compare Utility. 
100% client satisfaction with our Expert Access program. 

Velocity

A powerful data management engine that can be used by both the developers and the non-technical users on your team. Velocity is a fast ETL solution that resides within Blackbaud CRM. Use Velocity to transfer data in and out of any source, enact logic in staging through scripting, and place your data into any form within the system.

List Builder Generator

Create customized list builders using fields defined in ad-hoc queries. The generated list builder can be seamlessly integrated into any page or tab section within Blackbaud CRM. This tool provides options for context and offers a robust editing interface for field lookup types.

Outlook Add-In

Bring Blackbaud CRM to the forefront of your fundraisers’ primary communication platform: their Outlook inbox. The Outlook Add-In integrates Microsoft Outlook with BBCRM, enabling fundraisers to easily save biographical updates, manage prospects, and track email activity from their inbox.

Duplicate Compare Utility

Merge duplicates 10x faster than Blackbaud’s out-of-box Duplicates Report and Manual Constituent Merge. An expansion of the standard Blackbaud CRM tool, the Duplicate Compare Utility simplifies the process of comparing duplicate records and marking them for future action.

FROGz

Empower your fundraisers to work on the go with their phones or tablets. Our version of Blackbaud’s Fundraiser on the Go (FROG) app features significant enhancements for improved functionality and user experience.

Email Template Manager

Quickly create modern, responsive email templates in BBIS. Once templates are created, pull them into BBIS to add merge fields, links, and email content.

Velocity

Whether you’ve got a developer on staff or not, Velocity makes moving data simple. It’s a fast, built-in ETL tool for Blackbaud CRM that lets you pull data from any source, apply logic while it’s staged (scripting included, for teams who want it), and deliver it into any form in the system. Here are some of the most popular use cases for nonprofits.

“BWF Zuri has been a trusted and valuable partner for many years, and the Expert Access program is a logical way for us to continue to leverage the impressive technical work that BWF Zuri has undertaken for its clients to get the most out of their Blackbaud CRM investment.” 

-Associate Vice Chancellor of Advancement Operations, Texas Christian University

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Learn more about our Expert Access solution for Blackbaud CRM!

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