Nonprofit CRM Consulting & Data Management Services

CRM Data Migration & Integrations:

• Full-service data migration for Salesforce Nonprofit Cloud, NPSP, EveryAction, Blackbaud’s Raiser’s Edge NXT, and Luminate Online.
• Content migration for websites powered by Drupal, WordPress, and Luminate CMS.
• Automated ETL (Extract, Transform, Load) processes for nonprofit CRM data transfers.
• Salesforce integrations & workflow automation for fundraising, donor management, and reporting.

Donor Portals & Payment Processing:

• Custom donor portals that provide easy access to donation history, updates, and engagement.
• Seamless payment integrations to improve donor experience and streamline transactions.

Nonprofit Email & Marketing Automation:

• Migration & setup of nonprofit email tools, including Marketing Cloud, Mailchimp, HubSpot, and Blackbaud Luminate Online.
• Email segmentation & automation to enhance donor engagement and retention.

Domain & Security Management:

• Domain Name System (DNS) management & migrations to ensure secure and seamless website access.
• Firewall configuration, caching, and CDN setup to improve website security and performance.

Data Cleanup & Deduplication:

• Identify and remove duplicate records to improve CRM accuracy.
• Standardize data fields for better reporting and segmentation.

CRM Optimization & Custom Reporting:

• Enhance your CRM’s functionality with custom fields, dashboards, and reporting tools.
• Ongoing support and optimization to align CRM processes with your nonprofit’s evolving needs.

We empower you to build a clear, actionable strategy that turns your CRM into a powerful engine for impact, aligning technology with your mission and fundraising goals.

CRM Strategy & Roadmap Development:

We collaborate with your team through structured workshops to define a multi-year CRM strategy. This includes setting clear objectives, measurable KPIs, and success metrics aligned with your mission, fundraising goals, and operational needs. We guide platform selection and utilization across Salesforce Nonprofit Cloud, NPSP, EveryAction, Blackbaud’s Raiser’s Edge NXT, Luminate Online, and HubSpot.

CRM Maturity & Health Assessments:  Assessment Score

Comprehensive audits of your existing CRM instances to evaluate data quality, system configuration, user adoption, security, and integration effectiveness. We provide actionable recommendations for improvement, leveraging data cleanup, deduplication methodologies, and custom reporting expertise.

Change Management & User Adoption Programs:

Structured programs to ensure successful user adoption of new or optimized CRM systems. This includes developing communication plans, creating customized training materials (beyond basic how-to), facilitating user acceptance testing (UAT), and establishing feedback mechanisms.

Data Governance Consulting:

Establishing formal policies, procedures, and roles for managing data assets within your CRM. This covers data ownership, quality standards, security protocols, privacy compliance (e.g., GDPR, CCPA), and data retention policies.

Nonprofit Digital Transformation Consulting: 

Positioning CRM as a core component of a broader digital strategy. We advise on how CRM integrates with your website, marketing, advocacy, and other digital touchpoints to create a unified constituent experience.

Go beyond the basics. We optimize your CRM to unlock deeper insights, streamline complex operations, and drive greater impact for your mission.

Advanced Salesforce NPSP & Nonprofit Cloud Customization:

Deeper dives into custom object development, complex Flow/Process Builder automations, and Apex triggers for specific nonprofit Salesforce use cases (e.g., advanced grant management tracking, impact reporting, volunteer management within Salesforce).

Blackbaud Raiser’s Edge NXT & Luminate Online Optimization:

Maximizing advanced capabilities like moves management, portfolio management, custom reporting in RE NXT, and advanced segmentation, A/B testing, personalization, and advocacy tools in Luminate Online.

Advanced HubSpot for Nonprofits: 

Full utilization of HubSpot’s CRM, Marketing Hub, Sales Hub, and Service Hub functionalities for nonprofits, including advanced lead scoring, custom reporting, and complex workflow automation.

Enhanced Reporting & Business Intelligence (BI):

Implementing sophisticated BI tools (e.g., Tableau, Power BI) for deeper insights into donor behavior, campaign performance, and program impact, creating dynamic dashboards from multiple data sources.

Complex Third-Party Integrations:

Expanding beyond existing integrations to connect your CRM with a wider array of nonprofit-specific systems such as Volunteer Management Platforms, Event Registration & Ticketing Systems (e.g., Eventbrite, Cvent), Grant Management Systems, Accounting & ERP Software (e.g., QuickBooks, NetSuite), and SMS/Text Messaging Platforms for donor engagement.

AI & Predictive Analytics for CRM:

Integrating AI/ML tools (e.g., Salesforce Einstein, third-party platforms, our own StewardAI) to identify donor churn risk, predict next-best-ask, personalize donor communications, and optimize fundraising campaigns.

Beyond implementation, we offer ongoing support and specialized programs to ensure your CRM continually evolves with your needs and remains a secure, powerful asset.

Donor Journey Mapping & Automation Implementation:

Comprehensive service designing, implementing, and optimizing personalized donor journeys across all communication channels (email, web, social, direct mail) orchestrated through your CRM and marketing automation platforms like Salesforce Marketing Cloud, Mailchimp, HubSpot, and Blackbaud Luminate Online.

CRM as a Managed Service / Fractional CRM Administrator:

Ongoing, proactive CRM administration, maintenance, and support services for nonprofits lacking in-house expertise. This includes regular health checks, user management, minor configuration changes, and troubleshooting.

User Training & Enablement Workshops:

Develop and deliver specialized, role-based training programs (e.g., for fundraisers, marketers, program staff) and advanced workshops on specific CRM functionalities or best practices, including “train-the-trainer” programs.

Cybersecurity for Nonprofit CRMs & Data:

Deepening your security for CRM data through security audits, access control implementation, data encryption strategies, compliance assistance (e.g., PCI DSS for payment data), and incident response planning.

Salesforce Release Management & Support:

Ensuring your Salesforce org stays secure, compatible, and up-to-date through proactive release readiness assessments, sandbox testing, update implementation, and end-user training aligned with Salesforce’s tri-annual Spring, Summer, and Winter releases.