DISCOVER

Is your CRM working for you—or creating more work for your team?

Get a clear picture of your database’s health, structure, and performance, along with a prioritized roadmap for improving it.

Examples of what this service may include:

• Data quality and consistency assessment
• Duplicate record review
• Custom fields and coding structure assessment
• Reporting and dashboard capabilities 
• Automation and workflow review
• Data entry process review
• Prioritized recommendations and action plan

Your database shouldn’t require detective work. I’ll clean up the clutter, fix inconsistencies, and create a system your team can actually use. 

Examples of what this service may include:

• Deduplication and record merging
• Standardization of names, addresses, phone numbers, and email addresses
• Connecting related records and household relationships
• Appeal, fund, campaign, and other coding structure cleanup
• Error correction and data normalization
• Identifying and addressing missing or incomplete data
• Custom field cleanup and optimization
• Data entry procedures and standards

Stop wrestling with your database to answer basic fundraising questions. Get reports that show what is happening—and help you decide what to do next.

Examples of what this service may include:

• Custom reports and dashboards
• Monthly and quarterly reporting packages
• Donor retention and lapsed-donor analysis
• Donor pipeline and giving trend analysis
• Campaign and appeal performance reporting
• Giving summaries and year-over-year comparisons
• Board-ready reports and visualizations
• Custom list pulls and segmentation

Your CRM shouldn't work in isolation. Make sure your database, donation tools, accounting software, event platforms, and other systems communicate accurately and reliably.

Examples of what this service may include:

• Data mapping and field matching
• Automation setup and testing
• Integration troubleshooting and error resolution
• Data transfer testing and validation
• Automation setup and testing
• Error resolution and mapping fixes

Moving to a new CRM—or finally getting your existing system set up correctly—doesn’t have to mean losing valuable history.

I’ll help you move your data carefully, build a system that supports your fundraising processes, and give your team the tools and training to use it confidently.

Examples of what this service may include:

• CRM selection guidance
• Data assessment and migration planning
• Field mapping and data transformation
• Database configuration and customization
• Workflow mapping and development
• User setup and permissions
• Migration testing and validation
• Data reconciliation
• Post-migration cleanup and optimization
• Staff training and documentation
• Launch and transition support 

Let your team focus on fundraising—not database administration.

Get ongoing, expert database support without the cost of hiring a full-time database specialist. Support can be tailored to your organization’s needs and can scale as those needs change.

Examples of what this service may include:

• Gift entry and reconciliation
• Donor acknowledgements and receipts
• Reporting and dashboards
• Segmentation and list pulls
• Campaign and appeal tracking
• Ongoing data hygiene
• Database maintenance
• Data entry quality control
• Staff support and troubleshooting
• Workflow optimization and documentation