Your data tells a story – but only if you can track and interpret it.
What You Get
Experts in all major CRM platforms.
Your CRM is far more than a place to house constituent information—it’s one of your organization’s most powerful fundraising tools. From tracking and managing donor contacts to reporting on essential metrics that inform and guide decision-making, your database works hard—but we can make it work better.
Areas of Expertise
Database services ensure the CRM optimally supports fundraising and leadership has tools needed to manage the operation. Our services can give your organization the tools it needs to track, manage, and connect with stakeholders:
To assess, improve and train staff on all aspects of database functionality, from gift entry to relationship management.
Standard and Custom Reports and Dashboards
To promote transparency, accountability, and more effective database use.
– in the interim or long term – to ensure data integrity and provide on-demand help.
What functions do you need your database to perform?
Attendance. Giving. Donation tracking month over month. Action reports to detail outreach. Portfolio and pipeline reports. These are must-haves for your organization to understand your fundraising activity – and we can help implement the systems you need for greater functionality.
Effective data management means effective fundraising.
Without effective data management, you miss out on insights that could lead to better understanding and, ultimately, better fundraising.
Meet the team
Our SIS team can help you use data driven insights to drive problem solving by making sure staff have access to accurate information, teasing out critical insights and statistics, and conducting original research and analyses to make the right strategy clearer.
Ideas and Expertise to Drive Your Mission Home
Practical thinking and expert advice are rooted in real experience, data, and the latest trend and challenges facing the nonprofit sector today.
Managing Major Gifts Staffing Transitions: Learnings from the Great Resignation
Nonprofit Data Management Tips for More Effective Fundraising