Nonprofit Data & CRM Consulting Services
Services
//
CRM & Data

Independent, Expert Nonprofit CRM Consulting

It’s time to finally unleash the full potential of your technology. Overcome your operational and technical limitations with straightforward strategies and impartial advice from our nonprofit CRM consulting experts.

Unlock New Possibilities from Your CRM & Data

Your data and technology contain an extraordinary amount of insight into how to grow revenue and increase engagement. We’re here to help you put it to better use.

Needs Assessment

Every organization has its own distinct and surprising challenges. Through interviews, discovery, and careful analysis, our nonprofit CRM consulting experts will help you align your technology with your organization’s strategic focus.

Learn More

System Selection

Need a new system? We can help you make the right choice. Our expertise in legacy systems and today’s technologies means we offer independent insight into the solution that truly fits your needs.

Learn More

CRM Implementation

Switching to a new CRM is overwhelming for most organizations—but it doesn’t have to be. Our team of experienced, expert consultants will guide you to success.

Learn More

CRM Optimization

Improving your organizational effectiveness may not require investing in an entirely new CRM system. We’ll tighten up your current technology and show you how to leverage your existing resources for future growth.

Learn More

Smart, Straightforward Data Extraction

Smooth your transition from legacy systems like The Raiser’s Edge or Banner to your new fundraising CRM. Eliminate the risk of losing your data and wasting valuable staff time by partnering with our nonprofit data experts. Using our proprietary methodology, every relevant field within your legacy database is accurately transferred into common formats like Microsoft SQL, MySQL, Oracle, CSV, or ASCII fixed length.

Create Clean Post-Conversion Data

Throughout decades of nonprofit CRM consulting, we have developed the industry’s gold standard for data conversion methodology and tools. Our powerful, proprietary data conversion service exceeds commercial applications to achieve unprecedented control, flexibility, cost effectiveness, and scalability. Every field, code, and value within your source system can be reconfigured, recoded, moved, or deleted to feed your target system in a way that fits your nonprofit’s unique data analytics needs.

It’s time to make the technical more personal.

Turn your technology investment into a powerful advantage. Our nonprofit consulting experts are here to show you how.