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 several of the top 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 digital marketing and 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