HubSpot + Fundraising Evaluation
You use Blackbaud Raiser's Edge NXT® and you're deciding whether HubSpot is right for your email and donor communications. In two weeks we look at how your team raises money today, show you what it would look like in HubSpot, and tell you plainly whether it fits.
We start here instead of with a proposal so the work gets done once, your staff answers our questions once, and you know what each next step costs before you commit to it.
$2,500, about two weeks. Paid at the start, and credited toward the option you choose within 60 days.
Who it's for
Organizations on Raiser's Edge NXT that send email from Mailchimp, Constant Contact or Raiser's Edge NXT itself, and want an outside view before committing to HubSpot.
If you're already talking with HubSpot about a purchase, this fits right into that conversation.
What you get
- A written recommendation (4 to 6 pages): whether HubSpot fits, and which hub and tier
- A plain list of what would sync from Raiser's Edge NXT and what wouldn't
- Three options for getting started, each with a fixed price
- A 90-day starting plan
What we do
1. Kickoff call
60 minutes with your development and communications leads: how you raise money, who sends what, and what isn't working.
2. Your Raiser's Edge NXT setup
From screen shares and sample exports: constituent counts, constituent codes, solicit codes and email preferences, how gifts are coded, and how many records have an email address.
3. Your current email tool
List size, sending volume, sign-up forms, unsubscribes, and the reporting you use today.
4. Your year
Appeals, events, renewals, and the follow-up each one needs.
5. What it would look like in HubSpot
A 45-minute demo using records shaped like yours: a donor with gifts, opt-outs respected, a thank-you workflow and a giving dashboard.
6. Recommendation and results call
Whether HubSpot fits, which tier, what RaiserSync would bring over, and three options for getting started, each with a fixed price. We walk your team through it in a 45-minute call.
What we need from you
- A Raiser's Edge NXT user who can screen-share and run a few exports
- Read access to your current email tool
- About two hours of your team's time across the two weeks
Not included
Any setup, data import or HubSpot licensing. This is the decision, not the build.
Questions
What if the answer is that HubSpot isn't right for us?
Then we'll tell you that, and why. You keep the review of your Raiser's Edge NXT setup and email program either way.
Do you need access to our Raiser's Edge NXT database?
No. We work from screen shares and a few sample exports that your team runs.
How is this different from the Diagnostic?
The Evaluation is for organizations deciding whether to use HubSpot. The HubSpot + Fundraising Diagnostic is for organizations already using both systems.
Want to talk it through first?
Book a 30-minute call. We'll learn where you are and point you to the right first step. Recommendations come from the Evaluation itself, so the call is mostly us listening.
Blackbaud and Raiser's Edge NXT are trademarks or registered trademarks of Blackbaud, Inc. RaiserSync is a product of Yodelpop. HubSpot is a registered trademark of HubSpot, Inc.