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By Kurt Barnes, Paige Anderson, Rachel Brean, Christina Miller, Caroline Change, and Julie Stone
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- RE platform has been around for over 25 years and is a solid tool, but the technology is
older and harder to extend
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Decision points on where data lives – household vs. individual
Should households just be a roll-up point, or active constituents
Should be part of every design area, for example:
-Revenue – can households be donors?
-Marketing – who receives the mailing?
-Prospecting – can both the individual and household be managed?
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Classifications are typically insanely long lists
Codes vs. actual words
Allow plenty of time for mapping these for conversion
Good opportunity to do some clean-up
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SmartField – Calculated value that lives on constituent record – can be queried and
reported on
KPI – measure performance against goals with interim performance targets
Query – Ad-hoc (full) or Smart (pre-defined logic) – great for reviewing data and navigating
between records in BCRM
Export – Export raw data from the database, history of exports is maintained for auditing
and control
Datalist – Means of displaying a list in BCRM, updates dynamically
Report – Formatted, snapshot in time. Can be scheduled to email and is more known as
traditional report
Data Warehouse and OLAP – Eliminates performance concerns in CRM for complex
calculations – can be used for OLAP explorer in CRM, OLAP Excel reports, and standard
reports
Email Alerts – System or custom-defined messages sent to users based on various triggers
RSS – User-based subscription to push alerts and can consume through any RSS reader
(doesn’t need to flood inbox)
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