How I Help Nonprofits

A healthy donor database builds stronger donor relationships. CoreCRM Consulting helps nonprofit organizations organize, optimize, and simplify their data so they can spend less time troubleshooting technology and more time advancing their mission.

Ongoing Database Partner

Whether you need monthly database administration, strategic guidance, reporting support, or an experienced advisor to help your team navigate new challenges, I become an extension of your organization and provide ongoing support when you need it most.
Your trusted database partner - whenever you need one.

Marketing Automation & Email Integration

Strengthen donor engagement by seamlessly integrating your CRM with leading email marketing and automation platforms such as Mailchimp and Constant Contact.

Simplify CRM Migrations

Let CoreCRM Consulting 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.

From planning through go-live, I manage every stage of your migration to minimize risk and keep your data intact.

Improve Donor Data Quality

CoreCRM Consulting can perform a comprehensive audit and clean up of existing solicit codes, constituent codes and tags. Consolidate, eliminate, or update tag structures across campaigns, donor segments, and sustainer tracking. I can help you eliminate duplicate records, standardize constituent information, and build a healthier database you can trust.

Make Better Decisions

CoreCRM Consulting can build custom reports, dashboards and automated queries to assess campaign performance across channels, direct mail marketing, and campaign reporting that give your leadership and Board the insights they need.

Staff Training & CRM Adoption

Technology is only valuable when people know how to use it.

I provide personalized CRM training, documentation, and best practices that help your staff build confidence, improve consistency, and maximize the value of your technology investment.