Are you truly getting the most out of your system?
Our ascend optimization services dive deep into your existing setup and workflows. We identify areas for improvement, from data integrity and process automation to leveraging advanced features often overlooked.
The result? A more efficient, effective system that empowers your team, delivers richer insights, and ultimately helps you drive stronger results.
We’ll fill in the gaps in your organization’s management of your CRM. Our expert consultants are available to act as part-time extensions of your team, providing support in all aspects of the system.
Whether you need ongoing operational assistance, specialized project support, or interim staffing to bridge transitions, our ascend experts can dive right in to ensure your communications and data stay in prime condition.
Take a proven approach to project management to ensure you complete projects on-time and on-budget, with quality. Our team of project management experts align your teams, adapt to organizational realities, and advance your objectives.
The decision to adopt a new CRM is just the beginning. The true test lies in how you prepare your teams, manage the transition, and set the stage for long-term success.
In this success story, Senior Manager of Professional Services Fiona Buttars details Hamilton College’s experience transitioning to ascend by Kindsight, highlighting the importance of strong project management, clear communication, and a shared vision for a successful go-live.
In early 2022, with renewed focus on future fundraising, the University of Toledo Foundation leadership recognized it was time to evaluate current systems and processes. Their goal: to position the Foundation’s advancement team with the right set of tools to strengthen alumni engagement and grow donor support.
Faced with the daunting task of selecting new CRM and Finance systems, the Foundation team contacted JCA for help. After thoughtful follow-up with each vendor, the Foundation chose Kindsights’s ascend as its new CRM platform and Oracle’s NetSuite as its new finance system. In this blog, Senior Consultant Holly Parrish shares how JCA helped the Foundation tackle a total systems rebuild.
Hamilton pursued an aggressive timeline and transformative Salesforce implementation. Often project reassessment and realignment was necessary and JCA was key in helping keep us on track. JCA’s project management and industry guidance efforts helped keep us grounded, focused, and even provided an empathetic ear from time to time.
JCA consultants are terrific to work with. They are very responsive to our deadlines, technical knowledge, and capacity of each employee. JCA has become an essential part of our team.
JCA provided superb consulting support for our CRM assessment and selection project. As a complex organization with complex needs, UCS was looking for experts who could quickly and accurately assess our CRM needs and help us navigate through the entire selection process. JCA brought deep technical expertise, strong project management, and helpful advice on stakeholder engagement.
Working with JCA was educational and enjoyable, they were able to take years of unstructured data and turn it into a functioning database. The instructional documentation they created for us was clear and precise and has proven to be extremely helpful.
The USS Midway has enjoyed working with JCA. Their experts are guiding us through a complicated process, digging in to what we are looking for and have supervised each step along the way. From project management to monitoring the budgeted hours, they are true partners in this process. We are grateful for their high-level of customer service and expertise.
We were very pleased working with JCA to review the possibilities of database projects, and so appreciated their guidance on how to prioritize work and shared best practices. We will continue to work with JCA for future projects, as everyone has been professional and very helpful in saving us time and staying focused on the end result.
One of the first things I did when I started in this role was to call JCA. I knew that we needed to overhaul our data management systems, and we wouldn’t have been able to do it without JCA’s support and expertise. Now we are ready to take our fundraising and donor management to the next level.
Most of us in the nonprofit world have full plates. And often those plates become overflowing when tasked with huge undertakings. Sometimes we need outside help, and for a recent project, we turned to JCA. JCA's attention to detail, ability to listen, and to create lasting documentation keeps them at the top of their field. Without it, our project would have quickly overwhelmed our team and wouldn't have been as successful as it was.
Turn your technology investment into a powerful advantage. Our database experts are here to show you how.
