Expert Access Solutions

CRM Custom Tools for Blackbaud CRM

Custom Tools for Blackbaud CRM

Streamline your CRM workflow and save time on routine tasks. Expert Access for CRM is a bundle of helpful Blackbaud CRM add-ons and integrations developed by Zuri Group. The suite of products includes several unique tools that support software integrations, solve functionality issues, enhance reporting and data tools, and fix critical functions that will advance your fundraising and mission. We’ll continue adding solutions for Blackbaud CRM as our developers create new customizations, making your investment more valuable year-over-year.

Use Expert Access for CRM to:

• Utilize 25+ solutions, integrations, and API sets built for BBCRM
• Build custom reports straight from BBCRM
• Make constituent updates from your Outlook inbox
• Merge duplicate records 10x faster than Blackbaud’s out-of-box tool

Limited versions of the Constituent Converter, Constituent Tiles, and Constituent Summary View can be downloaded free of charge.

If you would like to learn more about the custom tools available through our Expert Access program, contact us today!

 

App User Disabler

Enable and disable CRM users with the click of a button. If the disabled user is later marked as enabled, the roles and system admin statuses are re-instated.

Auto File Downloader

Schedule the automatic download of a “Business Process” output within Blackbaud CRM. The resulting file(s) can be downloaded to a network share or sent directly to an SFTP server.

Batch Splitter

Split a large or complex batch into multiple batches to help with back-office processing. For example, split an online gift batch by Credit Card Type to make deposit reconciliation easier.

Blackbaud CRM Data Warehouse Express

Create custom blackbaud Data Warehouse extensions without ever leaving the Blackbaud CRM user interface.

Blackbaud CRM Data Warehouse Utility Sync

Synchronize a copy of your Blackbaud CRM Data Warehouse and obtain direct SQL access to Blackbaud CRM data to use for a variety of purposes.

BBIS Donation Form
Abandonment Tracking

Capture unsubmitted data entered on BBIS Advanced Donation Forms to follow up with
potential donors and complete abandoned transactions.

Constituent Biographical Updater

Route all constituent update requests through a custom workflow to a centralized team where you can review and either approve or deny each request.

Constituency Display

Gives users the ability to hide specific constituencies on the constituent data list.

Constituent Converter

Easily convert an organization into an individual record or an individual into an organization record.

Constituent Global Changes

This packages includes seven constituent global changes for managing data more effectively, including mass updates to constituent fields.

Constituent Summary View

View the prospect manager’s name next to the lookup ID.

Constituent Tiles

Customize the layout of your key data for better accessibility and an improved user experience.

Duplicate Compare Utility

Review and compare duplicate records and mark them for further action. Merge duplicates 10x faster than out-of-box Duplicates Report and Manual Constituent Merge.

Event Designation Updater

Update the designation on an event registration payment to reflect the event’s designation.

Fundraiser On the Go (FROG) Enhancements

Our version of Blackbaud’s FROG app with enhancements to functionality and user experience.

Luminate Online Sync Enhancements

Extend the standard LO functionality with this pre-packaged set of add-ons to globally identify and manage key constituent data.

Marketing Effort Refresh

Add newly activated marketing efforts to a queue.

Zuri Group Responsive Design

Microsoft 365 Outlook
Blackbaud CRM Integration

Track and complete all donor communication and biographical updates directly from Microsoft Outlook into Blackbaud CRM.

Recipient Batch

Use the recipient batch to add recipients to specific purposes that are set up to allow them.

Revenue Global Changes

This collection of global changes allows users to modify gifts for more effective data. Update the status of a recurring gift, or add or delete revenue attributes from gifts.

Single Sign-On (SSO)

SSO (single sign-on) is a SAML 2.0 Service Provider which seamlessly authenticates users into Blackbaud CRM.

Smart Field Refresh

This global change to constituent smart fields adds a “Date Added / Date Changed” field to reflect updates to a smart field value. Use a query view to query the values with the corresponding date fields.

Have an idea for a Blackbaud CRM customization you’d like to see?

Our developers want to know! Visit our Idea Board to share your suggestion and vote on other enhancement ideas from your colleagues.

© Zuri Group 2020
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