Every organization has its own distinct and surprising challenges. Through interviews, discovery, and careful analysis, our nonprofit CRM consulting experts will help you align your technology with your organization’s strategic focus.
Unlock New Possibilities from Your CRM & Data
Your data and technology contain an extraordinary amount of insight into how to grow revenue and increase engagement. We’re here to help you put it to better use.
System Selection
Need a new system? We can help you make the right choice. Our expertise in legacy systems and today’s technologies means we offer independent insight into the solution that truly fits your needs.
CRM Implementation
Switching to a new CRM is overwhelming for most organizations—but it doesn’t have to be. Our team of experienced, expert consultants will guide you to success.
CRM Optimization
Improving your organizational effectiveness may not require investing in an entirely new CRM system. We’ll tighten up your current technology and show you how to leverage your existing resources for future growth.
Assess Your Data Ecosystem
In today’s environment, nonprofits must leverage multiple systems—from CRMs and financial systems to ticketing and POS systems—in a way that is accurate, accessible, and actionable. You need your systems to “talk to each other” but what should they say? When data is siloed, you are unable to get a complete picture of your business. JCA can help you assess your data ecosystem and find the right solution to achieve a 360-degree view of your constituents.
Create Clean Post-Conversion Data
Throughout decades of nonprofit CRM consulting, we have developed the industry’s gold standard for data conversion methodology and tools. Our powerful, proprietary data conversion service exceeds commercial applications to achieve unprecedented control, flexibility, cost effectiveness, and scalability. Every field, code, and value within your source system can be reconfigured, recoded, moved, or deleted to feed your target system in a way that fits your nonprofit’s unique data analytics needs.
Smart, Straightforward Data Extraction
Smooth your transition from legacy systems like The Raiser’s Edge or Banner to your new fundraising CRM. Eliminate the risk of losing your data and wasting valuable staff time by partnering with our nonprofit data experts. Using our proprietary methodology, every relevant field within your legacy database is accurately transferred into common formats like Microsoft SQL, MySQL, Oracle, CSV, or ASCII fixed length.
Guide
Budgeting for CRM Change
What You Need to Know Before Moving to a New System
A well-implemented CRM can be a game-changer, streamlining operations, enhancing donor engagement, and ultimately, increasing your impact. But with a myriad of options and varying costs, choosing the right CRM can feel daunting.
This guide is designed to simplify the process, providing you with the information and tools needed to make informed decisions.
It’s time to make the technical more personal.
Turn your technology investment into a powerful advantage. Our nonprofit consulting experts are here to show you how.