Professional Services

person giving presentation to staff

Professional Services

Let’s collaborate to drive your nonprofit success with efficient workflows and effective fundraising strategies.

Business woman having a video call with coworker, working online from home at cozy atmosphere. Concept of remote work from home

Our Professional Services team will work with you to optimize your fundraising CRM. Using industry best practices, our fundraising experts will verify your data, streamline your workflows, and develop personalized strategies that drive your nonprofit’s growth.

Fundraising Data Alignment

Are your fundraising efforts aligned with your organization’s goals? With expert analysis and advisory support, we offer actionable insights and tailored recommendations to turn your nonprofit’s vision into goal-driven strategies.

GET STARTED

Fundraising system tune-up

Does your DonorPerfect system need fine-tuning? We’ll perform an evaluation to identify opportunities to increase efficiency and improve fundraising outcomes. Our approach includes optimizing code organization and realigning workflows through selection filters, export templates, and mail merge features.

GET STARTED

Fundraising data insights

Want to gain deeper insights into your fundraising initiatives? With SmartAnalytics, we’ll create custom reports, graphs, and trend analyses to help you identify key trends and make confident decisions.

GET STARTED

Request Professional Services

Fill out the form below or call 800-220-8111.

Training Options

Learning Center Home