CRM & Data
CRM Optimization

CRM Optimization Lets You Do More with Your Data

When your CRM is optimized, your team is energized and working at peak efficiency. When it’s not, everyone struggles to access the accurate information they need. Let our experienced nonprofit CRM professionals bring your platform up to speed.

Turn Information Into Action

Optimize your platform to increase operational efficiency, simplify fundraising operations, and improve your relationships with donors and prospects, members, patrons, and alumni.

Codes Frequency Analysis

Correct optimization of your CRM starts with organizing your data codes. Our Codes Frequency Report (CFR) identifies and counts every code used within your existing CRM, revealing which codes can be deleted, consolidated, or cleansed. One of our experts can analyze the report and guide you through your next steps.

Data Cleansing

Know ahead of time exactly what it will cost to cleanse your data and make sure your most critical cleansing is completed first. We produce a detailed list of the cleansing issues identified by our Codes Frequency Report during discovery (coding issues, and report and output needs), then create a detailed plan to resolve even your most complex issues.

Process Redesign

Is your staff frustrated by ineffective or inefficient business processes? We’ll evaluate how your CRM fits into your existing workflow and develop an achievable CRM optimization roadmap to get your people and technology working in harmony.

Reports & Customizations

Concise, orderly CRM reports inspire strategic planning and energize campaigns for your organization. We’ll help you hone in on the right metrics, ensuring your CRM can always meet your specific demands. If necessary, our experts will help you design a customized solution with capabilities beyond what your vendor can provide.


Make sure every member of your team is confident accessing the full capabilities of your CRM. We offer live or recorded training sessions and can help you design an efficient, cost-effective training program for ongoing instruction.


Our team of experts can help capture your organization’s workflows and roll out effective user documentation. We work with you to develop a format that ensures your business processes and standards are documented for long-term usability.

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.