Database Cleanup & Configuration

It’s Time to Take Your Donor Database to the Next Level

Your nonprofit has an established database system and much of the basic functionality in place, but you’re underutilizing its powerful features.

It’s time to finally make better use of your investment in your donor management software.

Whether you need to untangle many years of inconsistent data entry, fix an integration gone awry, clean up your outdated records or finally begin using some CRM features that were put on the back burner…we can help!

Your nonprofit also needs a documented manual for consistent data entry, your system of organizing and categorizing your donors, procedures to identify and communicate with your most important donors, reengage lapsed donors, and provide more relevant, meaningful communications to all of your constituents.

Working with your team, we help you grow into your donor management system, better utilizing its features and functionality, while ensuring data integrity and effective, targeted donor communications.

EXAMPLES OF DATABASE CONFIGURATION AND OPTIMIZATION PROJECTS:
Most of our projects involve a combination of many of these tasks, and some may be uncovered and prioritized during the initial assessment and project development phase.

Integration Management

  • Choosing the right fundraising tool (for event management, peer-to-peer, online donations, etc…) for your organization’s specific needs that will integrate smoothly with your particular donor management system.

  • Connecting Quickbooks with your CRM or untangling a quickbooks integration gone awry.

  • Email software integration (such as Mailchimp or Constant Contact) set up, clean up, and organization. We help you tag, segment, manage bounced or unsubscribed records, and make sure your CRM and email records get and stay in sync.

Constituent Record Clean-up and Organization

  • Creating and implementing a donor segmentation system inside your CRM, enabling more targeted, relevant communications with key groups of donors.

  • Clean up and/or creating systems for managing constituent-related organizational elements such as tags, flags, codes, etc… to will help you get your CRM data organized, streamlined and consistent.

  • Developing naming conventions and organizing campaigns, solicitations, events, etc… for constituency and efficiency.

  • Record deduplication, identifying and purging of outdated donor data (to save you money!)

  • Establishing and documenting systems and procedures to ensure consistency in data-entry and system maintenance.

CRM Feature Configuration and Team Training

  • Setting-up and automating filters, reports fundraising performance tracking.

  • Setting up un-utilized native system features such as mailing, receipting tools, wealth screening, volunteer modules, event modules, campaigns, and donation forms, etc…

  • Training your staff members on new or established features or overall system.

LET’S TALK!

Schedule a complementary 30 minute consultation. We’ll talk about your database, staffing or project needs, annual fundraising questions and how TDS can help. I look forward to connecting with you!