Nonprofit organizations have a lot of information to track and easy access to that data can make for stronger communications and better business decisions. Whether it's your supporters' contact information, donor giving records, a history of the services your clients have used, or the name of that caterer you love from last year's gala—your important information needs to be stored in an organized, reliable, and accessible system.
Our database consultants have years of experience helping nonprofit organizations make the best use of a variety of database systems, with a deep knowledge of Constituent Relationship Management (CRM). You can keep track of everyone who has a relationship with your organization and help to bring them closer in, or strengthen their bond with your organization and its mission. That can mean, among other things, increasing the frequency that an individual volunteers, raising more money from a local foundation, or attracting super-savvy and highly networked community members to join your board. This can be done through effectively managing contact information, tracking the frequency and methods of communication, and finding new ways to connect with your constituents in a meaningful way.
We’ll help you create a system that will work for your organization's specific data management needs.
Our database consulting team works with tools that your entire staff will be able to learn and utilize. We’ll help you evaluate your data tracking needs and then plan, design and build a system that will work for your organization. And, most importantly, we'll provide training and coaching on the new system to help your staff hit the ground running and make the most out of your investment in data management.
Maintenance Service includes the basic tasks of maintaining your database. We will work together to create a plan for regular maintenance and support.
- Duplicate record management
- Weekly data backup
- Maintaining data quality and hygiene
- User Documentation
- Creation and maintenance of reports
- Simple report and layout edits
- Data importing and data entry
- Coaching to provide support
Advanced Support (Salesforce only)
This service agreement provides Advanced Support for more complex Salesforce needs to keep your database running smoothly and your staff working effectively with the system. Advanced level support does not include routine or ongoing administrative level support.
Advanced Support examples:
- Changes to the data model
- Minor code modifications
- Major report modifications
- Workflow and automation
- Updates to security or user settings
- Application integrations
- Coaching and training for Salesforce administrators and power users
- Diagnosing system errors and irregularities
- Technology strategy and consulting
A Project is defined as having a specific goal, defined time frame, and specific deliverable(s). Whether you are trying to identify the best database fit for your organization, are upgrading your current database, transitioning to a new database, or more, we are here to help. Please contact us to so that we can discuss your needs in more detail.
- Technology strategy and consulting
- Database review and assessment
- Database selection
- Database planning
- Training, group and individual
- Adding significant new integrations
- Installing major applications
- Upgrading your Salesforce instance
- Merging Salesforce instances
How to Learn More
Curious about the potential of a new database system? Check out our Technology Knowledge Center for presentations and resources that can help you learn more about CRM systems, data management, and selecting "best fit" database for your organization.
If you're ready to get organized, run more efficiently, and get a better return on your database or CRM investment, contact us online or give us a call at 206-682-6704.