CoreCRM Consulting, LLC.
Guiding Nonprofits Toward Data Confidence.
Empower Your Nonprofit with Expert CRM Support
Unlock the full potential of your nonprofit organization with customized Database CRM Support services. From Tag/data cleanup to Data migration, I am here to streamline your operations.
​Who is CoreCRM Consulting?
At CoreCRM Consulting, my focus is on providing specialized CRM solutions for non-profit organizations.
With over 10 years of experience working on the Marketing Agency side and assisting Non-Profits with their CRM’s, helping clients with best practices and offering data solutions to the most common issues surrounding data hygiene and CRM data migration.
Why Choose CoreCRM Consulting?
Nonprofits rely heavily on Donor Data! Organizations depend on clean, accurate, and segmented data for fundraising. A clean database is a strong database. And many organizations lack in-house capacity or expertise to manage CRMs like DonorPerfect, Virtuous, Salesforce, Raiser's Edge NXT, Bloomerang, etc.
Unfortunately, Development teams often struggle with reports, dashboards, or campaign queries which are areas where CRM specialists thrive.
While CRM’s are powerful, they are also very complex. Perhaps your organization is in need for Tag/data cleanup, Custom report creation, Major gift dashboards, Integration with email platforms (e.g., Mailchimp, Constant Contact) or Data migration between systems.
Whether you are looking for an interim Data Savvy specialist during turnover or long term support for your organization, I can help provide this service to you at an affordable rate. Data integrity is of the utmost importance, especially today's day in age when cyber-attacks are prevalent.
With CoreCRM Consulting on your side, I excel in transforming databases into strategic assets. Using a unique blend of expertise and dedication, ensuring data accuracy and insights that drive your organization's success.
From meticulous tag/data cleanup to crafting custom reports and designing major gift dashboards, I tailor my services to meet your CRM needs. Seamlessly integrating with popular email platforms like Mailchimp and Constant Contact, we streamline communication channels, coaching you for a smooth data migration between systems, paving the way for enhanced efficiency and growth.
Latest Insights
List of Services
A healthy database means stronger connections with your supporters. CoreCRM Consulting can help you organize, clean, and simplify your data so you can spend less time troubleshooting and more time focusing on your mission.
List of Services
CRM Consultation
Optimize Your Data Efficiency Get expert advice on optimizing your CRM system for your non-profit. I provide tailored guidance based on over a decade of experience in CRM support.
Email Integration
Engage Your Donors Seamlessly integrate your CRM with popular email platforms like Mailchimp and Constant Contact. Enhance your outreach and donor engagement efforts efficiently.
Data Migration
I handle data hygiene and integrity to save your non-profit time and resources. I will serve as you CRM Migration Coach and work in your new CRM's onboarding team to ensure a smooth transition of your data between systems.
Data Hygiene and Tag Clean Up
Perform and Audit and Tag Clean Up of existing tags. Consolidate, eliminate, or update tag structures across campaigns, donor segments, and sustainer tracking.
Custom Queries and Campaign Reporting
Build automated queried and create reporting tools or exports to assess campaign performance across channels.
Frequently Asked Questions:
Your questions answered for clarity and assurance.
What is data cleanup in CRM support?
Data cleanup involves organizing and correcting your CRM data to ensure accuracy, eliminate duplicates, and maintain data integrity for better reporting and decision-making.
How does CRM integrate with email platforms?
Our services include seamless integration with popular email platforms like Mailchimp and Constant Contact, allowing you to manage your email campaigns directly from your CRM.
How can I customize reports in my CRM?
We offer custom report creation tailored to your specific needs, enabling you to visualize and analyze data to support strategic planning and major gift tracking.
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What does data migration involve?
Data migration involves transferring data between systems, ensuring compatibility and integrity while moving your vital information without loss or corruption.
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What are major gift dashboards?
Major gift dashboards are visual tools that provide insights into your organization's significant donations, helping to track contributions and donor engagement effectively.​
How long does the setup process take?
The duration varies depending on the complexity of your needs; we offer clear timelines and milestones to ensure a smooth setup process.
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