Sound familiar?
Large nonprofits and institutions running multiple campaigns, systems, and departments produce a constant stream of gift, event, and constituent data. When that volume has to be manually reconciled, staff spend more time on data entry than on strategy.
Households, organizations, prospects, and their many relationships all carry specific meaning in Blackbaud CRM’s data model. When data arrives from outside systems without that structure preserved, staff are left rebuilding relationships that should have come through intact.
Large organizations often run fundraising and accounting as separate functions with separate systems. When gift data doesn’t move into Blackbaud CRM in a structure that finance can also work with, both teams end up reconciling manually before anyone trusts the numbers.
Enterprise organizations typically run several systems at once, feeding donor and constituent data from different directions. Without a single, consistent point of ingestion, Blackbaud CRM ends up with as many versions of a constituent as there are systems feeding it.
Integration
Omatic Cloud connects Blackbaud CRM to your CRM so all of your data reaches the right place and is ready to use.
When gift, event, and constituent data flows in automatically instead of requiring manual reconciliation, your team can keep pace with the volume a large organization actually generates. That means staff time spent on strategy, not data entry.
When data from outside systems arrives already structured to match Blackbaud CRM’s model, your team doesn’t have to manually rebuild relationships that should have come through correctly the first time. That means constituent records your team can trust immediately.
When gift data moves into Blackbaud CRM in a structure your accounting system can also use, fundraising and finance can reconcile revenue without a separate manual process. That means fewer disputes and faster, more confident closes.
When every connected system routes through a single, consistent point of ingestion, Blackbaud CRM reflects one accurate version of each constituent instead of several competing ones. That means your team can finally treat it as the single source of truth it’s meant to be.
When your integration is built to handle spikes in volume without slowing down, your team can run bigger campaigns and giving days without worrying about data falling behind. That means growth Blackbaud CRM can actually keep up with.
When data from every connected system reaches Blackbaud CRM clean and complete, your team can report with confidence instead of double-checking numbers against a second system. That means decisions made on data everyone trusts, even across a large, complex organization.
Households, organizations, and relationship structures all carry meaning your team wants preserved on arrival. Omatic Cloud lets you define exactly how fields map between the two, so data arrives in the format your team expects every time.
Data from other systems doesn’t always arrive in the structure Blackbaud CRM actually requires. Omatic Cloud transforms the data on the way in, so it lands ready to use, not ready to be cleaned up.
A constituent who’s a donor, a household member, and a prospect can easily generate multiple records instead of one connected profile. Omatic Cloud identifies potential duplicates before they’re written to your database, so every record is clean and every relationship is intact.
Large organizations running multiple campaigns and systems send data fast enough to expose formatting issues a smaller operation would never catch. Omatic Cloud catches issues before they get there, sending clean data through automatically and flagging anything that needs a second look.
In 30 minutes, we will show you exactly how Omatic Cloud adapts to your workflows.
Omatic Cloud connects the tools in your tech stack — online giving platforms, event systems, email marketing, and more — to Blackbaud CRM automatically, so your team never has to import data manually or reconcile multiple systems by hand.
Native integrations are a solid starting point for common use cases, but they often support only a fixed set of fields and basic matching, which can create duplicate records or strip out the complex relationship structures large organizations rely on. Omatic Cloud goes further: it matches records to prevent duplicates, transforms data into the format Blackbaud CRM expects, and gives your team control over exactly how much is automated versus flagged for review. The result is a connection built for the way large, complex organizations actually operate, not a generic sync.
