Is Luminate CRM Right for Your Nonprofit? 6 Ways to Know

July 13, 2017
Posted In Blackbaud, Luminate CRM
Is Luminate CRM right for your nonprofit?

Download Luminate CRM guide and access the valuable information on the go.

    Part of Blackbaud’s Luminate Suite, Luminate CRM is a cloud-based constituent engagement platform designed to help nonprofits better engage their donors, expand their communication efforts, and grow their online fundraising strategies through a variety of channels.

    Luminate CRM is a unique tool with a number of powerful features, so it’s no surprise you’d consider implementing this platform into your nonprofit strategy. But before you decide it’s the right donor management system for your organization, you should make sure you’re completely familiar with how Luminate CRM works.

    To help answer any questions you may have about Luminate CRM, we’ve put together 6 key elements you need to consider before purchasing this product:

    1. Luminate CRM works with Salesforce.
    2. Luminate CRM offers robust features.
    3. Luminate CRM will require customization.
    4. Luminate CRM can integrate with Luminate Online.
    5. Your staff will need to be trained in Luminate CRM.
    6. Luminate CRM offers many integration options.

    All of these components are vital to understanding the full scope of Luminate CRM and all the benefits therein. With these factors in mind, you’ll be well poised to determine the best path toward finding the right CRM solution.

    If you’re not familiar with all of Blackbaud’s offerings, we also suggest learning more about Luminate Online Marketing, their suite of digital fundraising and marketing tools, to see how the various Luminate products can all work together. Check out our guide to Luminate Online to get all the insight you need into these amazing nonprofit solutions!

    Is Luminate CRM right for your organization? Let's figure it out.

    Luminate CRM works as part of your Salesforce infrastructure.

    1. Luminate CRM Works with Salesforce

    If you’re considering making the move to Luminate CRM, you first need to be a Salesforce user.Luminate CRM is built to expand the Salesforce functionality.

    Unlike Luminate Online, which is its own digital fundraising and marketing solution, Luminate CRM was built on top of Salesforce and is only available to nonprofits who want to remain on Salesforce.

    For nonprofits who are already on the Salesforce platform, Luminate CRM is an excellent way to reap the benefits of your existing platform without sacrificing the innovation and nonprofit expertise of Blackbaud and the Luminate product family.

    See how Luminate CRM brings nonprofit-specific functionality straight to your Salesforce home screen:

    Luminate CRM brings the power of Blackbaud nonprofit software directly to your Salesforce home screen.

    In short: working with Luminate CRM and Salesforce gives you the best of both systems, all within one comprehensive solution. That said, Salesforce is designed to accommodate enterprise-level nonprofits with complex needs and high capacity for customization; if that doesn’t sound like your organization, Luminate CRM may not be the best choice (at least, not yet!).

    Because Luminate CRM leverages the open Salesforce API, you can integrate other applications to limitlessly customize your constituent management experience. Don’t worry—we’ll touch more on integration options later on in this post.

    For now, it’s only important that you understand that Luminate CRM is a broad platform with a range of capabilities; you should only consider this software if your organization is established enough to take on such an expansive tool kit (and can benefit from such).

    Luminate CRM offers robust features to manage all aspects of your nonprofit.

    2. Luminate CRM Offers Robust Features

    Before you can select the right CRM software to meet your needs, you need to determine what you’ll be using your CRM for.

    Of course, any CRM will offer fundamental constituent management features such as the ability to build custom donor profiles, track fundraising campaign progress, and generate pre-built or personalized reports. However, for nonprofits with more wide-ranging needs, basic tools won’t be enough to cater to donors and stay on top of necessary tasks.

    Luminate CRM comes with features designed to improve nonprofit operations and fundraising.Luminate CRM seeks to go above and beyond the standard CRM and instead offers a feature set that can streamline your nonprofit’s efforts from end to end. A sampling of those features includes:

    • Donation management.
    • Direct marketing.
    • Reporting and analytics.
    • Event management.
    • Volunteer management.

    And because Luminate CRM works hand in hand with Salesforce, you’ll be able to get an entirely inclusive view of all of your constituents’ data, including transactions, giving histories, engagements, interactions and more.Track the major gift process using Luminate CRM.

    For instance, see how you can track the major gift fundraising funnel directly in Salesforce using Luminate CRM. You can access your major gift pipeline, prospect status, top major gift contributions, and much more using the digestible dashboards that Salesforce provides.

    Major gift fundraising is just one example of how Luminate CRM can power your fundraising. Ultimately, if an in-depth picture of your data on a number of levels is what your organization needs to thrive, this Blackbaud software might be a good fit.

    If you’re in need of a more lightweight donor management tool, you likely won’t have a need for Luminate CRM’s comprehensive feature set.

    Luminate CRM will require customization, likely from a nonprofit consultant.

    3. Luminate CRM Will Require Customization

    It’s also crucial for your nonprofit to understand that Luminate CRM is not a one-size-fits-all CRM.

    For small nonprofits with simple donor management needs, it’s important to be able to get up and running with all the most important donor management tools as quickly as possible. For larger organizations, it’s much more important that your CRM fits your needs in a completely unique way—that’s where Luminate CRM can be your greatest ally.

    Luminate CRM has practically unlimited configuration options to ensure it can help nonprofits of all types tailor their CRM experience. For example, your organization can build custom:

    • Fields.
    • Workflows.
    • Roles and privileges.
    • Page layouts.
    • Email notifications.
    • Objects.
    • Calculations.

    Users can set up custom dashboards so that all of the most vital data is at your fingertips instantly. Whether you need major gift tracking tools, a tasklist, and your daily calendar, as pictured below, or something else entirely, your staff will have full control over how they use Luminate and Salesforce most effectively.

    You can customize your Luminate CRM dashboards to view the most important data instantly.

    However, it’s also important to note that these customizations require a knowledge of the Salesforce infrastructure and API. Unless your nonprofit has an extensive IT department, you’ll almost definitely need some form of outside help to bring your vision of a customized CRM to life.

    A nonprofit technology consultant can provide invaluable expertise in helping your nonprofit design a constituent management platform that’s custom-fitted to your donors, fundraising strategies, and goals.

    A consulting firm can provide guidance in how to see your fundraising and donor engagement plans most effectively come to fruition; then, they’ll configure your Luminate CRM to support you along the way. Be sure to find a partner who offers both Salesforce and Blackbaud consulting services.

    Luminate CRM can integrate with Luminate Online to flesh out your fundraising and marketing tools.

    4. Luminate CRM Can Integrate With Luminate Online

    As we mentioned, Luminate CRM is not the only valuable tool within the Blackbaud Luminate family. In fact, Luminate Online can also offer a mulitfaceted fundraising and marketing solution for nonprofits.

    If your organization is looking to expand your online fundraising and communications in conjunction with enhancing your constituent management, consider pairing your Luminate CRM with Luminate Online for an even more comprehensive solution.

    By integrating Luminate Online with your Salesforce/Luminate CRM platform, you’ll gain access to all of the following additional features:Luminate CRM and Luminate Online Marketing can work together.

    • Email campaign management.
    • Customizable donation forms.
    • Branded web design.
    • Action alerts.

    Luminate Online also offers add-ons to expand the core product, including peer-to-peer and advocacy solutions. These highly specific fundraising tools are perfect for nonprofits looking to engage with their supporters in creative and completely unique ways. In addition to add-ons, you can easily integrate other fundraising software, such as Double the Donation’s matching gift tools, into your Luminate Online pages.

    To learn more about how to customize your platform for optimum success, check out our configuration tips for TeamRaiser, Luminate Online’s peer-to-peer fundraising software.

    Your staff will need to be trained in Luminate CRM before you can implement it fully.

    5. Your Staff Will Need to Be Trained in Luminate CRM

    You'll need to train your staff to use Luminate CRM.Because Luminate CRM is so versatile, it’s not the kind of CRM you can simply feel your way around. To really understand the ins and outs of this software, you’ll need to invest in professional training.

    While training is a necessity for Luminate CRM, you should keep in mind that it will come at an additional cost. Before committing to your purchase, consider these questions to make sure you’re prepared for the training ahead:

    • What are your organization’s goals for Luminate CRM?
    • Will you work with Blackbaud’s training team or search for an outside consultant?
    • How much room in your budget do you have for training?
    • What timeline would you like to set for training?
    • Who on your staff needs to undergo the training?
    • Will you seek out in-person training or can you get by with online resources (training videos, how-to guides)?

    Of course, the answers to these questions will all inform the others. For example, if your goals for using Luminate CRM fall outside the scope of Blackbaud’s training materials, you’ll likely be better off finding a nonprofit technology consultant who specializes in Blackbaud products and can work with you to develop a custom training plan.

    No matter what, make sure you’re prepared to invest in training until all the appropriate members of your team are well-versed in Luminate CRM. If you don’t, you won’t get much out of the platform.

    To learn more about Blackbaud training, see these top resources.

    Luminate CRM offers many integration options with a variety of tools and software solutions.

    6. Luminate CRM Offers Many Integration Options

    In addition to being highly customizable, Luminate CRM can also be integrated with other platforms to extend its capabilities even further.

    For example, you might integrate your CRM with any of the following types of platforms:Luminate CRM integrates with many popular products.

    • Microsoft Office suite
    • Google apps
    • Salesforce AppExchange apps
    • Custom integrations via the Enterprise Web Services API

    As with customizations, the advantage of integrating your CRM with other tools is that you’ll have greater control over what kinds of information you store and how you use your database to engage with donors. For example, if you’re an organization who relies on events to raise funds or engage constituents, you may want to integrate a more robust event management app to expand the Salesforce or Luminate CRM capabilities.

    And because the integrations centralize the platforms, you won’t have to worry about going back and forth between one operating system and another. As long as the solutions are all compatible, your data will be available in one place: your CRM.

    Be aware, though—much like reconfigurations, integrations can be tricky and require an adept knowledge of the Salesforce API.

    To ensure you don’t lose data or inadvertently make a fatal misstep during the setup process, bring on a nonprofit consultant who has experience handling Luminate integrations. They’ll be able to transfer your data initially and make sure your integrations are all properly connected.

    Trust us: while a consultant might seem like an up-front investment, their assistance will certainly pay off when your systems are all running smoothly later on.

    Luminate CRM is a powerful part of the Luminate product set. If you think you’re ready to make the move to Luminate CRM, keep these tips in mind. Take some time to thoroughly consider how this product can help you achieve your goals, and soon you’ll be well on your way to a smoother constituent management process than ever before.

    For even more insight into how to make the most of your Blackbaud Luminate solutions, read these helpful resources:

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