SBI | GTM Insights

Blackbaud Case Study

Written by SBI | Dec 4, 2025 10:00:58 AM

Industry Context

Software companies serving nonprofits and educational institutions face unique challenges in scaling revenue operations. These organizations often operate with complex buying processes, extended sales cycles, and budget constraints that demand sophisticated account management approaches. Success requires precise territory design, account prioritization, and sales processes aligned with institutional buying behaviors.

The Challenge

Blackbaud confronted three consecutive years of flat bookings growth and consistent target misses. The company's sales process had become cumbersome and outdated, creating systemic productivity issues. Sellers lacked clear account segmentation, territory definitions, and quota structures. The absence of detailed account assessment frameworks and a unified seller playbook resulted in missed opportunities throughout the pipeline and suboptimal resource allocation across high-value prospects.


The Aha! Insight

The core issue was not market saturation or competitive pressure—it was operational inefficiency. Blackbaud's sales organization required fundamental restructuring to balance seller workloads and create proper incentive alignment for pursuing high-value accounts. The existing model failed to differentiate account potential or provide sellers with the tools necessary to execute effectively in complex institutional sales environments.

SBI's Approach

SBI redesigned Blackbaud's organizational model from the ground up. The solution centered on implementing clear segmentation frameworks, establishing defined territories with appropriate quota structures, and developing comprehensive account assessment methodologies. SBI created a unified seller playbook with buyer-centric sales processes tailored to nonprofit and educational institution purchasing behaviors. The approach included new compensation plans designed to incentivize high-value account pursuit and balanced workload distribution.

Before vs. After

Before SBI
  • Undefined territory boundaries and account ownership
  • Generic sales approach across all account types
  • Misaligned compensation structure
  • Inconsistent account prioritization methods
 After SBI
  • Clear segmentation with defined territories and quotas
  • Detailed account assessment frameworks
  • Buyer-centric sales processes with unified playbook
  • Compensation plans aligned with high-value account objectives



Results

28% increase in sales productivity following organizational restructuring and process implementation.


Executive Perspective

"SBI helped Blackbaud turn things around by redesigning the organizational model. This balanced the workload, enabling and incentivizing sellers to pursue high-value accounts."

Risk of Inaction

Continued flat growth would have compounded competitive disadvantage in a market where institutional buyers increasingly demand sophisticated vendor partnerships. Without process optimization, Blackbaud risked further productivity decline and potential market share erosion to competitors with more efficient sales operations.

Industry Implications

Software companies serving institutional markets must prioritize operational excellence over feature development when growth stagnates. The Blackbaud case demonstrates that even billion-dollar companies can achieve significant productivity gains through systematic sales process redesign and organizational restructuring.



Role-based Impact

  • CEO: Revenue acceleration through operational efficiency directly impacts company valuation and competitive positioning. The 28 percent productivity improvement provides foundation for sustainable growth trajectory and market expansion opportunities.
  • CFO: Improved sales productivity delivers immediate margin enhancement without additional headcount investment. Clear quota structures and territory definitions enable more accurate revenue forecasting and resource allocation planning.
  • CRO: Systematic approach to account segmentation and seller enablement creates scalable revenue operations. Unified playbooks and assessment frameworks reduce ramp time for new hires and improve forecast accuracy across the organization.
  • CMO: Account-based approaches require marketing alignment with sales segmentation strategies. Clear territory definitions enable targeted marketing programs and improved lead qualification processes for institutional buyers.


Call to Action

Software companies experiencing flat growth should evaluate sales process efficiency before pursuing market expansion strategies. Contact SBI to assess your current sales operations and identify productivity improvement opportunities through organizational redesign and process optimization.