{"id":19783,"date":"2025-08-07T05:06:00","date_gmt":"2025-08-07T05:06:00","guid":{"rendered":"https:\/\/teamheller.com\/?p=19783"},"modified":"2025-08-27T05:24:01","modified_gmt":"2025-08-27T05:24:01","slug":"love-your-crm-extending-raisers-edge-with-power-bi-tools","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/extend-raisers-edge-with-power-bi-video","title":{"rendered":"Love Your CRM: Extending Raiser&#8217;s Edge with Power BI Tools"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19783\" class=\"elementor elementor-19783\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6e774cc4 e-flex e-con-boxed e-con e-parent\" data-id=\"6e774cc4\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-29e6694d e-con-full e-flex e-con e-child\" data-id=\"29e6694d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7e07f77b elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"7e07f77b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Fall in Love With Your CRM Again<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7970fbc2 elementor-widget elementor-widget-text-editor\" data-id=\"7970fbc2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>When your fundraising platform no longer meets your needs, it might seem like time to switch. But with today\u2019s interoperable tools, nonprofits can often achieve their goals by customizing their existing CRM. In this video, Heller Consulting\u2019s Paige Deegan speaks with development ops leaders from Kennedy Krieger Institute about their strategic journey to enhance Raiser\u2019s Edge using Microsoft\u2019s Power Platform.<\/p><p>AVP of Philanthropy Operations Emily Finton and Director of Donor Services Jennifer Abel share how they streamlined data strategy, improved donor engagement, and transformed their CRM into a self-service tool for gift officers. Viewers will gain a practical case study and clear first steps for any major tech initiative.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-504b805a e-con-full e-flex e-con e-child\" data-id=\"504b805a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-198e1ff0 elementor-widget elementor-widget-image\" data-id=\"198e1ff0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"800\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header.jpg?strip=all&amp;fit=800%2C800\" class=\"attachment-large size-large wp-image-18568\" alt=\"A person smiling while writing on an orange sticky note attached to a glass wall, surrounded by other orange and white sticky notes, with a smartwatch on their wrist.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header.jpg?strip=all 1500w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header-300x300.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header-1024x1024.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header-150x150.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header-768x768.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header.jpg?strip=all&amp;w=600 600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header.jpg?strip=all&amp;w=900 900w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header.jpg?strip=all&amp;w=1200 1200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/07\/crm-costs-blog-header.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-79585f59 e-flex e-con-boxed e-con e-parent\" data-id=\"79585f59\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4c40e2e2 elementor-widget elementor-widget-heading\" data-id=\"4c40e2e2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Watch the Video<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c21b2ca elementor-widget__width-initial elementor-widget elementor-widget-shortcode\" data-id=\"c21b2ca\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"shortcode.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-shortcode\"><iframe title=\"Love Your CRM\" class=\"pardotform\" src=\"https:\/\/info.teamheller.com\/l\/734413\/2025-08-27\/49vc4d\" width=\"450\" height=\"700\" type=\"text\/html\" frameborder=\"0\" allowTransparency=\"true\" style=\"border: 0\"><\/iframe><\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-64dd6675 e-flex e-con-boxed e-con e-parent\" data-id=\"64dd6675\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-5ced663f e-con-full e-flex e-con e-child\" data-id=\"5ced663f\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-40e556ef elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"40e556ef\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What you'll learn<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-767454cb elementor-widget elementor-widget-text-editor\" data-id=\"767454cb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<ul><li>How Kennedy Krieger Institute extended Raiser\u2019s Edge NXT using Microsoft Power Platform and PowerBI to improve donor engagement and real-time reporting.<\/li><li>The strategic decision-making process behind choosing to enhance an existing CRM rather than migrating to a new system.<\/li><li>Practical insights into CRM integration, dashboard adoption, and cross-departmental collaboration for fundraising success.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-686276b6 e-con-full e-flex e-con e-child\" data-id=\"686276b6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5c1ed10a elementor-widget elementor-widget-image\" data-id=\"5c1ed10a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img decoding=\"async\" width=\"800\" height=\"390\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553.jpg?strip=all&amp;fit=800%2C390\" class=\"attachment-large size-large wp-image-19786\" alt=\"A presentation slide reads What approach did the Institute decide to take? with a honeycomb pattern on the right. Three women appear in video call windows, discussing how Raisers Edge NXT extended with Power BI tools shaped their strategy.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553.jpg?strip=all 1132w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553-300x146.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553-1024x499.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553-150x73.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553-768x375.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553.jpg?strip=all&amp;w=226 226w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553.jpg?strip=all&amp;w=452 452w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553.jpg?strip=all&amp;w=679 679w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/Screenshot-2025-08-26-235553.jpg?strip=all&amp;w=905 905w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Thinking about a new CRM for your nonprofit? This 20-minute video walks you through how to evaluate options and costs.<\/p>\n","protected":false},"author":39,"featured_media":19784,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[509],"tags":[234,825,430,826,510,827,560,828,565,829,571,830,751,831,766,832,817,818,132,819,146,820,149,821,159,822,196,823,208,824],"ppma_author":[474],"class_list":["post-19783","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-video-landing-page","tag-crm-strategy","tag-philanthropy-operations","tag-nonprofit-data-strategy","tag-omatic-integration","tag-video","tag-gift-officer-tools","tag-crm-integration","tag-dashboard-adoption","tag-data-visualization","tag-crm-training","tag-donor-engagement","tag-annual-giving","tag-nonprofit-fundraising","tag-capital-campaign","tag-nonprofit-marketing","tag-nonprofit-webinars","tag-fundraising-operations","tag-microsoft-power-platform","tag-nonprofit-technology","tag-powerbi-dashboards","tag-blackbaud","tag-crm-evaluation","tag-raisers-edge-nxt","tag-kennedy-krieger-institute","tag-salesforce","tag-paige-deegan","tag-nonprofit-crm","tag-emily-finton","tag-heller-consulting","tag-jennifer-abel"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Love Your CRM: Extending Raiser&#039;s Edge with Power BI Tools - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Discover how Kennedy Krieger Institute enhanced Raiser\u2019s Edge NXT using Microsoft Power Platform to boost donor engagement, streamline reporting, and empower gift officers with real-time dashboards.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/teamheller.com\/resources\/blog\/extend-raisers-edge-with-power-bi-video\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Love Your CRM: Extending Raiser&#039;s Edge with Power BI Tools\" \/>\n<meta property=\"og:description\" content=\"Thinking about a new CRM for your nonprofit? 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