How It Works
We believe a phased approach is the most effective strategy, as it allows both parties to collaborate, learn, and adapt continuously as the project progresses. It helps ensure milestones are tracked, team members are on board, and deliverables are being met.
DonorMetrix uses proven, evidence-based methods to maximize the contribution of your data.
In Phase 1 we gain access to your system, assess your level of data hygiene, confirm your organizational capacity, ensure CRA compliance, identify existing user groups, complete a comprehensive ten-year gift history analysis, complete a Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis, and submit a phase summary report with recommendations for review as a group.
During Phase 2, adjustments to your data are made based on the SWOT analysis and recommendations for additional updates are made.
In Phase 3, we ensure your CRM process and procedure documents are updated and the staff are trained in any new systems.
Phase 4 is the final phase and includes implementing more advanced features such as moves management pipelines, automated workflows, additional training, and custom reports and dashboards.
Ready to get started?
For a complimentary DonorMetrix quote, simply tell us a bit about your organization. Complete the form below and submit.
After we receive your information, we will email you a FREE Donor Database Segmentation Tool as our way of saying thanks for your interest!