Blackbaud CRM – Nonprofit CRM Course in Chennai

Module 1: Introduction to Blackbaud CRM

• Overview of Blackbaud CRM and its role in nonprofit management
• Blackbaud CRM architecture and core system components
• Understanding constituent, donor, and relationship management
• Navigating the Blackbaud CRM user interface and workspace

Module 2: Constituent and Relationship Management

• Creating and managing individual and organization constituent records
• Configuring relationship types and household management
• Managing constituent attributes, classifications, and segmentation
• Setting up duplicate constituent detection and merge rules

Module 3: Fundraising and Gift Management

• Configuring gift types: one-time, recurring, and pledge gifts
• Managing gift entry, batch processing, and receipt workflows
• Setting up fund, campaign, and appeal tracking
• Handling gift amendments, refunds, and gift adjustments

Module 4: Major Gifts and Prospect Management

• Configuring prospect research and wealth screening integration
• Managing major gift officer assignment and portfolio tracking
• Setting up moves management and cultivation stage workflows
• Handling proposal tracking and major gift reporting

Module 5: Planned Giving Management

• Configuring planned gift types and bequest tracking
• Managing estate and expectancy record administration
• Setting up planned giving stewardship workflows
• Handling planned gift maturity and realization processing

Module 6: Membership and Sustainer Management

• Configuring membership program types and benefit levels
• Managing membership enrollment, renewal, and lapse workflows
• Setting up sustainer giving program configuration
• Handling membership upgrade and downgrade processing

Module 7: Event Management

• Creating and managing fundraising events and registrations
• Configuring event pricing, capacity, and waitlist management
• Managing event sponsorship and table management
• Setting up event acknowledgment and post-event reporting

Module 8: Communications and Stewardship

• Configuring acknowledgment letter and receipt generation
• Managing stewardship communication workflows and schedules
• Setting up email marketing and campaign integration
• Handling donor recognition and tribute gift management

Module 9: Reporting and Analytics

• Building standard fundraising performance and donor reports
• Configuring custom dashboards for development officers
• Managing retention, acquisition, and upgrade analytics
• Monitoring fundraising KPIs and campaign ROI reporting

Module 10: Administration and Integration

• Managing Blackbaud CRM security roles and user access
• Configuring data imports and constituent migration
• Integrating Blackbaud CRM with financial and payment systems
• CRM administration best practices and data governance

Experience in the Industry Learn from certified Blackbaud CRM (Nonprofit CRM) professionals with hands-on industry experience.

Backgrounds at the Top Our trainers hold relevant certifications and have worked on real-world implementations.

Clear & Effective Teaching All core concepts of Blackbaud CRM (Nonprofit CRM) are explained with practical examples.

Hands-On Learning Focus Students gain practical experience through structured labs and projects.

Up-to-Date Knowledge Trainers keep content current with the latest platform releases and best practices.