Set your people and your strategies up to succeed
Technology Assessment | CRM Selection & Transition |
Giving, Event, or Marketing Tech Selection
Communication Tools &
Fundraising Technology
Technology Assessment
Connect the right dots and the technology you use can save you time and generate actionable insights. We’ll explore your donor database or CRM, online campaign platforms, email marketing platforms, and social media management tools—and how you use them! We can recommend new systems, develop automations, and build connective tissue that will make your tech work for you.
CRM Selection & Transition
Outdated donor management tools can limit your fundraising strategy and success. We’ve poured hundreds of hours of research and field testing into many of the most popular nonprofit CRMs. If you need to choose a new donor database, we’ll dig into your business drivers, define your unique needs, research and compare your options, and help you choose with confidence. We can also help manage your transition to a new donor management system and recommend ways to keep your data in tip-top shape.
Giving, Event, or Marketing Tech Selection
The right online platforms can make or break your next online campaign or virtual event, and transform your long-term strategy. Access to our years of research, demos, and client use will accelerate the process of finding the right tool for you. We’ll determine your top priorities and ideal features, research and compare your options, schedule demos, and help you make the best choice for your purposes. We can even help set up and customize your new platform.