Services
Customer Relationship Management
We partner with nonprofits to optimize processes and data management both within the CRM and integrate with other systems across the organization technical ecosystem.
Services
Customer Relationship Management
Customer Relationship Management
We partner with nonprofits to optimize processes and data management both within the CRM and integrate with other systems across the organization technical ecosystem.
We Will Assess Your Current Infrastructure
We assess your CRM data architecture, 3rd party applications, and integrations with other systems in your technical ecosystem.
We work to identify and assess disconnected data silos across organizations and incorporate these disparate systems into your CRM, so that the CRM serves as a centralized system of record. We have years of experience with databases and data migrations with a range of database systems including Raiser’s Edge, Microsoft Access, FileMaker Pro, and many other legacy platforms.
We will assess your existing or proposed Salesforce system and conform with Salesforce and Nonprofit Success Pack best practices.
