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Engage constituents with tailored content and automated communication workflows.

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Transform your fundraising with data-driven strategies and personalized donor outreach.

Constituent Relationship Management

Enhance relationship management with comprehensive CRM solutions tailored for nonprofits.

Process Optimization

Streamline operations through advanced automation and process optimization techniques.

Data Integrity, Syncing, & Accuracy

Ensure data accuracy and seamless syncing across all platforms for reliable insights.

Systems Integration

Achieve seamless systems integration for a unified, efficient tech ecosystem.

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HubSpot Guide to Nurturing Donor Relationships
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Tech Assessment for Nonprofits

Is your technology maximizing constituent engagement opportunities and optimizing your operations for efficiency?

Integration of Tech Stack Ratings

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Integration of Tech Stack Ratings

Data Integrity & Full Constituent Relationship Visibility Ratings

Automation Ratings

Technical Debt Rating (Number of Tools, Difficulty Maintaining Them)

1. I find it easy to work with all of the tools and technologies that my organization utilizes for marketing, donations, CRM, operations, etc.*

2. Which statement best describes the level and type of integrations/connection that your tools and technology currently have*

3. We use middleware (Cloud Based API service) or an iPaaS (Workato, Tray.io, Syncari, HubSpot’s Operations Hub, Mulesoft, Zapier, etc.) to connect our tools and systems*

4. Is the following statement true for you: When X happens in system A, Y can happen automatically in system B (example: When someone donates using Stripe, our CRM is updated with donation information OR When someone donates using Stripe, their list membership is automatically updated within our Marketing Automation Platform*

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Data Integrity & Full Constituent Relationship Visibility Ratings

1. Which statement is true for you?*

2. I can see all engagements, interactions, and transactions from our constituents in a single system?*

3. My CRM makes it easy to connect to all of our other tools (donations, marketing, events, ect)*

4. The following activities and interactions with our constituents are visible and easily accessible in our CRM*

Marketing interactions and engagements
Donation and transaction history
Tickets purchases, events registered for and attended, membership status, etc.
Volunteer history
Important actions taken, such as signing a petition or contacting a legislator, having a 1:1 conversation with your staff/team, etc.
Unique interactions such as sponsorships of events, bequests, or lending of collection items (for museums and historical societies)

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Automation Ratings

1. I would describe our overall automation strategy as*

2. My automation workflows strategy are well-documented*

3. The following would help to improve our automation strategy*

Systems that connected at all or more effectively
More powerful automation capabilities within our CRM
More powerful automation capabilities within our MAP (marketing automation platform)
More powerful automation capabilities within other tools
More skills and training within our team/staff to build automations
More time/resources to build automations
More time/skills for automation planning and documentation

4. The biggest benefits of automation for my organization are*

Data integrity - automatically update constituent, etc. information based on inputs, activities, and information
Data syncing - accurate data in all systems
Better constituent engagement
Improved organizational processes
More robust organizational processes
Time saving

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Technical Debt Rating (Number of Tools, Difficulty Maintaining Them)

1. The number of tools that we use to accomplish our constituent relationship and operational goals*

2. On average, we utilize what % of functions and capabilities of our technology and tools*

3. How many FT staff members are solely responsible for maintaining your technology/tools?*

4. How many systems (dedicated servers, iPaas, Cloud Based API, etc.) are used to connect your tech stack*

Go Back Submit Assessment

Your mission is too important for outdated, fragmented tools. Let's discuss how better tech can drive your mission forward.

Ready to tackle the tech issues your team is complaining about?

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Who We Serve

Higher Education
Associations
Hospitals
Membership & Development
Governing Bodies
Political Action Committees

Solutions

Constituent Engagement
Fundraising
Constituent Relationship Management
Process Optimization
Data Integrity, Syncing, & Accuracy
Systems Integration

Company

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Blog

HubSpot Guide to Nurturing Donor Relationships

Master Donor Attribution and Forecasting with HubSpot

Tech Assessment for Nonprofits

Is your technology maximizing constituent engagement opportunities and optimizing your operations for efficiency?

Integration of Tech Stack Ratings

Integration of Tech Stack Ratings

Data Integrity & Full Constituent Relationship Visibility Ratings

Automation Ratings

Technical Debt Rating (Number of Tools, Difficulty Maintaining Them)

Your mission is too important for outdated, fragmented tools. Let's discuss how better tech can drive your mission forward.

Ready to tackle the tech issues your team is complaining about?

Who We Serve

Solutions

Company