August 13, 2019

A Beginner’s Guide to Using Document Management in Raiser’s Edge

Posted by: Bruce Maylon

In today’s blog post, we’ll take a closer look at how your nonprofit can use document management in Raiser’s Edge and how your nonprofit can use it to move projects forward. It’s an application that can truly go beyond

What is Raiser’s Edge?

Raiser’s Edge is a very versatile tool that helps nonprofit organizations. Information is collected and maintained about current and potential clients. Members of your team will then use that data to make connections.

How Does Document Management in Raiser’s Edge Improve Data?

One of the reasons that your nonprofit should be using Raiser’s Edge for document management is that the software itself builds databases of current and potential clients to make outreach projects easier. Because the information within Raiser’s Edge is so important to the success of your fundraising campaigns, it encourages good data hygiene and good data quality.

What Are the Components of Quality Document Management in Raiser’s Edge?

Everyone in your organization has a role to play in how the CRM is used. Raiser’s Edge thrives on the three components: Systems, Processes, and People. We’ll take a deeper look at how each component changes your ways of using Raiser’s Edge.

Systems for Document Management

In Raiser’s Edge, the CRM itself manages data in ways that are convenient to use and accurate. The technology will identify potential errors. Your team will be asked to update and verify information accordingly. Organized systems in Raiser’s Edge help eliminate human data entry errors.

Processes for Document Management

All members of the organization should understand Raiser’s Edge. They should also give feedback on best practices. Both employees and the CRM will identify errors in process. It’s important to work together to fix them.

People for Document Management

People are the most important part of the process. The people set up, observe, report, and implement changes based upon their interactions with Raiser’s Edge. The CRM and the processes used are pointless without the human factor. The people who work for the nonprofit and who benefit from the organization’s good works are the key to successfully using Raiser’s Edge.

Ready to Learn More About Using Raiser’s Edge for Documents?

While we’ve taken a look at the key concepts of starting to use Raiser’s Edge, the team here at MaxxVault is ready to design a custom solution to your nonprofit organization’s document management needs. Contact us today!




Bruce Malyon

912 West 1600 South
St. George, Utah 84770
+1 435.652.1288
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