Database Analysis: Whats Hiding In Your CRM?

Donations are hiding in your CRM. Unlock the data to improve fundraising results.

Your CRM:

• Keeps all the information about your funders in a central place
• Identifies untapped opportunities
• Provides insights into fundraising successes you can emulate

You need to learn what it’s tracking, how to get reports, and how to interpret the data. With the right information, queries, and follow-up, you will find hidden donations.

• What information should you track?
• How can you create custom reports?
• What donor reports should you generate?
• How can you ensure all pledges have been honored?
• How will tracking pipeline performance identify bottlenecks?
• What actions should you take in response to results?