Database Management Services
Support for your everyday database tasks so you can focus on fundraising
We can act as an extension of your team and provide super-user support, assisting in a broad range of database administrative tasks. Examples of ways we can support include:
- Create requested reports or queries
- Configure automations and workflows
- Configure online event and giving forms
- Conduct ad hoc data imports
- Update addressees, salutations, and name fields
- Conduct regular data health and maintenance
- Update CRM policies and procedures
- Configure or optimize thank you letters or receipt templates
- Train staff end users on best practices and advanced CRM capabilities
Services are billed as blocks of monthly retainer hours.
Great for Organizations that:
✓ Desire more personalized CRM support
✓ Are spending too much time on administrative tasks and not enough time fundraising
✓ Want to maintain good data hygiene practices