BBCRM Expert Services
Get the Most out of Your Blackbaud CRM
Concourse works closely with your team on a retainer or project basis to help you achieve and surpass your organization's goals. Below are some the most powerful ways we've helped organizations like yours maximize their BBCRM investment. Service offerings include:
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Executive CRM Strategy & Business Alignment Consulting
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BBIS Website Optimization & Maintenance
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SDK Outsourcing
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BBCRM-to-Fabric Data Pipeline & Analytics
C-level strategic consulting to align BBCRM implementations with evolving organizational priorities, ensuring the CRM investment drives maximum impact toward current business goals and future growth initiatives.

Executive Strategic Review: leadership alignment sessions, organizational goal assessment, CRM strategy gap analysis
BBCRM Utilization Audit: current state analysis, feature utilization assessment, process efficiency review, ROI evaluation
Strategic Roadmap Development: future state vision, program launch planning, multi-year implementation planning, resource allocation guidance
Ongoing Strategic Partnership: to suit organizational needs, including quarterly strategic advising, strategic project oversight and/or executive coaching
This engagement is recommended when there is executive dissatisfaction with current CRM performance, declining fundraising metrics despite CRM investment, staff resistance to CRM adoption and utilization, or simply a disconnect between CRM capabilities and organizational needs.
Long-term impact:
- Improved CRM ROI and organizational effectiveness
- Enhanced executive confidence in technology strategy
- Foundation for successful implementation of new programs and initiatives
- Stronger organizational capacity for future growth and change
Specialized BBIS (Blackbaud Internet Solutions) services to help organizations that struggle to maintain and optimize their nonprofit websites.
Visual & Design Updates: including website styles, colors and stylesheet modernization
Technical Maintenance: system performance optimization, security updates and maintenance, solving BBIS and BBCRM integration issues
Website Enhancement: custom part development and implementation, giving form optimization for better conversion rates, event registration and check-in platform improvements
This is a high-impact engagement for organizations who have outdated or poorly performing websites, need ongoing support but can't justify full-time technical staff, and want to improve their online fundraising effectiveness.
Clear and Immediate Impact: Our highly specialized expertise means delivering value quickly without long on-ramps and tool training. Solving longstanding issues frees up time for your staff to do high-impact work. Modernized and security-focused upgrades bring your systems up to date and create donor trust.
Leverage the highly specialized BBCRM development expertise of our team to build what you need for greater impact.
SDK outsourcing includes:
- Catalog Review: ensure your current catalog is up to date, secure, and accurate, and solve any issues that surface
- Lifecycle management: evaluate solutions against business objectives, user requirements, and security standards, focusing on cost optimization and security
- Customization creation: you tell us what you need to do your job more efficiently and effectively, and we create solutions to empower your team
- Staff Augmentation: engage development services according to your needs, by project or on a retainer basis
Outsourcing to our team means you can have what you need built without having to hire and train expensive developers. When you work with Concourse, we develop on demand, and in partnership with you.
Sophisticated data analytics solutions that extract data from Blackbaud CRM and BBIS systems, process it through Microsoft Fabric, and deliver advanced visualizations and insights to nonprofit organizations.
Data Pipeline Architecture: real-time data integration and automated ETL processes replace manual data exports with automated workflows, and transform raw data into analysis-ready datasets
Advanced Analytics & Visualization: create sophisticated dashboards and reports with Power BI and Fabric integration, and leverage AI/ML capabilities for donor behavior prediction and fundraising forecasting
Custom Analytics Solutions: enable multi-channel ROI analysis, advanced donor segmentation, and predictive modeling
This offering enables your organization to transform raw CRM data into actionable business intelligence, enabling data-driven fundraising strategies. You can now utilize a modern cloud-based infrastructure, integrating multiple data sources into a unified view to provide board-level reporting and insights.
A True Partner
“Concourse stepped up and made things happen for us as a real partner.”

More Than A Vendor
"For us, you’re a trusted partner. It’s not, you’re a vendor, you’re a partner. We couldn’t do it without you hand in hand. So it’s a partnership. It’s not a vendor-client relationship, it’s a partnership, and that’s so important."

Efficiency Through Innovation
“Our contribution is our ability to impact and influence effectiveness and efficient work. If we can increase that and decrease risk, that’s the equivalent to increasing revenue or decreasing expenses. Concourse helps us navigate that truth while finding innovative ways to increase our efficiency and effectiveness.”

Solution-Oriented Partnership
“Concourse for us is sort of the linchpin in order to accomplish the goals we need to. It's a partnership and solution-oriented group of folks.”

Cost-Effective Staff Augmentation

Explore a Path Forward With Concourse
We're confident that we can guide your organization to leverage BBCRM's powerful potential. The only way to truly know if our expertise can enable you to meet your goals is to start a conversation. Tell us more!