What We Do
build works with leading nonprofit organizations to enhance how they manage and engage with constituents. These projects include selecting new CRM technologies and realigning how the organization uses their existing CRM technology. Our projects always start with strategy first, are grounded in a realistic blueprint for improvement and always end with a greater level of CRM excellence that when we started.
Competing visions for CRM across the organization? Leadership poorly aligned? Sometimes, organizations need to get internally aligned before even starting a technology conversation.
We work with organizations to create constituent-centric engagement and management that are rooted in effective CRM. We identify the parts of an effective CRM ecosystem now and into the future.
We take an in-depth look at your ecosystem – the people, the processes, the systems and the data. We provide you with a clear picture of your current situation and provide an organized and realistic blueprint.
Choosing CRM vendor partners is as much art as science. We bring unparalleled expertise to the process and the selection. Once you have made the selection, we can help take you from planning all the way to “go live”.
With decades of nonprofit CRM implementations under our belts, we know how make projects successful, far beyond just the technology. We have the wisdom and experience to effect change that is lasting and real.
CRM System Improvements
Are the Raiser’s Edge, Salesforce or other systems not working for you? We diagnose the problems and revamp CRM to work effectively for you – process improvement, training, data cleanup, or custom reports.