How to use PaperSave and Blackbaud CRM to manage constituent relationships

Nonprofit organizations face increasing pressure to not only to do more with less and accomplish their mission, but also to strengthen constituent relationships. Taking a strategic approach to managing constituent relationships will help you better understand your community, track your achievements, and identify new opportunities for furthering your goals.

Efficient business processes aren’t just about performance and reliability. They’re also about reducing wastage, a significant part of which comes down to reducing dependence on paper documents. PaperSave and Blackbaud CRM helps enterprises and nonprofits enable a paperless environment for onboarding, following up, and tracking constituents. It allows you to overcome a wide variety of common operational challenges such as:

  • Team members managing multiple spreadsheets and databases with constituent data, leading to an increased risk of inconsistent information and human error
  • The need to spend additional time looking for information about constituents across a disparate set of systems where it’s hard to know how constituents interact with you
  • Having to constantly monitor, manage, and maintain multiple services and systems in an environment where every department and/or branch is doing something different

A dependable constituent relationship management (CRM) system can help you overcome these struggles by making it easier to manage donors, events, volunteers, employees, and priorities. It boosts operational efficiency by bringing together multiple systems into a centralized cloud database that’s scalable, accessible, and mobile.

Simplified access to mission-critical information

Blackbaud CRM provides a cloud-enabled solution to customer and constituent relationship management for nonprofit organizations that need practically limitless scalability. With the integration of PaperSave, it’s possible to enjoy one-click access to documents from every record in the system. PaperSave captures information from supporting transactions and cards to store it as metadata along with the relevant documents.

PaperSave can also capture documents in any form, thus allowing you to reduce dependence on paper and greatly improve accessibility. Instead of having to physically exchange printed documents, the system can capture them from scanners, networked devices, fax machines, email, or Microsoft Office. It will then assign relevant metadata to make the documents easily searchable regardless of their original format.

Easy electronic document review

Traditionally, reviewing admissions documents involved photocopying them before passing them around the review committee. It’s a process fraught with risks and inefficiencies, such as important documents getting lost during the exchange and delays due to large amounts of printed documentation piling up on people’s desks. The more your organization relies on such a dated process, the greater the scope of risks and delays.

Instead of photocopying admissions documents and manually exchanging them, PaperSave will automatically route documents to the right parties according to the rules and application review process used in your organization. Reviewers will be able to annotate documents and then share them immediately with everyone else on the committee to greatly reduce the need for all the back and forth.

Powerful search functionality

Integration with Blackbaud CRM allows PaperSave to harness the power of the CRM Edge Query engine. This means the system can pull any supporting documents for any search query you create. If you add a document to PaperSave, it doesn’t only integrate with the record, but all of the data contained in that record too. You can also search the contents of documents using seamless SharePoint integration.

The PaperSave search function lets you search through documents using a full-text search, instead of just relying on metadata. You can then search both structured and unstructured data and filter documents. Thanks to integration with the Edge Query system, you don’t need to invest in any additional programming or setup either.

PaperSave helps businesses and nonprofit organizations work towards a more efficient and environmentally friendly paperless operating environment. Schedule a free personalized demo today to find out more.

It’s really easy now for employees to create their expense reports. From the app or their computer, they just select the expense lines they want to include on the report and submit it. It then starts routing automatically through the approval process we’ve set up.

— Joe Crupper, CPA, Director of General and Trust Accounting at Free Methodist Foundation

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