The Raiser's Edge & FirstClass Integration
Many times in talking to clients and prospects we hear, 'Does The Raiser's Edge integrate to FirstClass?'. Even when organisations are consolidating all of their systems into one central CRM, they keep FirstClass in place. We've even heard, 'Over my dead body you are taking away FirstClass!' (OK, a little legacy humour there).
In response to the market, Blackbaud has entered into a partnership with Clearwater Consultancy Ltd., makers of the leading legacy management software, FirstClass. FirstClass enables legacy staff to keep track of all bequests made to their organisation. They can record all the important details about each legator and bequest together with estimated values, income received to date, review dates and a complete contact history. The partnership entails an integration between The Raiser's Edge and FirstClass.
The integration allows users to:
- Search for existing records in RE7 before creating a case
- Add new records in RE7 from within FirstClass
- Pull constituent data from RE7 into a case record in FirstClass
- Implement appropriate business processes such as marking Legator records as deceased in RE7 before adding to FirstClass
Key benefits of this solution are:
- Prevent duplicate records between systems by linking constituents (RE7) and cases (FirstClass) appropriately
- Better, cleaner data between systems - ensuring that records are marked as deceased and ‘do not contact', etc.
- Less administrative burden to maintain data between systems
- Gain a better understanding of where legacy gifts come from (having a view of whether or not the constituent had a relationship with the organisation previously)
If you are interested in learning more, just let me know.