Well organized data enables stronger customer relationships

CRM Database Management

Stop wasting time reconciling Excel spreadsheets and struggling with unwieldy databases. We can clean up your constituent information, consolidate it, and migrate it into a centralized, web-based system that will support and enhance your organization’s processes. We work with two of the leading CRM systems and will recommend the platform that best fits your needs. In addition to helping with all aspects of CRM system management, we can also draw on our ¬†website development services to ensure that your constituents’ online experience seamlessly connects with your back-end CRM system.

  • Specializing in Salesforce (specifically NonProfit Success Pack, Click & Pledge & Auctions for SF) and NeonCRM

  • Data Quality services including data cleanup, creation of data entry standards and system-enabled data rules

  • System configuration to support your¬†organizational processes

  • Organizational process¬†change
  • Hand-on training, documentation and user support
  • Reporting and Analysis
  • Website and email marketing integration