CRM & Technology Implementation

To succeed in any task your organization needs the right tools – tools to deploy and evaluate your programs; databases, websites and marketing systems to communicate, engage and connect to members and donors; and financial platforms to manage payments, track grants and loans, and control expenditures. We believe that technology should be selected and deployed with an emphasis on an organization’s core functions first, that technology solutions should allow for integrations and flexibility, and that software selections are coupled with training that enables organization staff to utilize their new tools effectively. We work with organizations large and small to provide a range of technology acquisition services including assessment, RFP/RFI preparation, product and vendor selection, website development, search engine optimization, social media consulting and management, and implementation and support of software systems such as CRMs (including Salesforce), CMS systems (including WordPress), email marketing systems, marketing automation systems, donation management and fundraising platforms, payment processing platforms, and project and workflow management tools.