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Frequently Asked Questions

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 support and milestones to ensure a smooth setup process with your CRM Migration and Onboarding Team.

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