Organized constituent records are easier for nonprofit staff to keep current. Adhering to nonprofit data management best practices can lighten workloads and make fundraising easier and more profitable. Find out more about five ways to keep constituent information such as contact, donation and engagement data from Salesforce Nonprofit Success Pack or Raiser’s Edge integrations up to date.

How Omatic Software Organizes Your Data Into One Central Location

Integration software can make constituent records available in a central location. This software is helpful for organizing information that originates in more than one application and for keeping information current. 

Importing and exporting records from certain platforms can be challenging. If you are not sure how to import constituent RE, consider Omatic data integration software designed for nonprofits. You can use Omatic to connect data stored in Blackbaud databases to other applications.

Strategically Segment Donor Profiles

Most constituent relationship management platforms allow users to segment records. Segmentation identifies records that meet the specifications set in a particular query. Running queries in RE has a steep learning curve, but integration software can make it easy to take a strategic approach to segmentation. 

Omatic simplifies the process of identifying donors who participate in gift matching programs or have any other identifying information in common. The ability to segment records in a system that brings together data from every platform in use can be beneficial for raising funds.

Check for Duplicate Records and Standardize Data

Integration software also makes it easier to identify and merge duplicate records and take other measures to make constituent data more uniform. Nonprofits that use more than one application may end up with multiple records created on different platforms.

Omatic can deduplicate records and a Data Health suite can improve the consistency and quality of data. While some CRM software flags potential duplicate entries, this integration software can enhance the quality of information systemwide.

Define Specific Gift Classifications 

A not-for-profit organization should always monitor the status of donation data. Whether an organization uses an accrual or cash method of accounting, the ways in which donations are defined is significant. 

The options available for defining the type and status of one-time, recurring or pledged donations vary across platforms. Omatic integration software enables organizations to use classifications that correspond to fundraising methods and nonprofit workflows.

Confirm Data Availability Across Platforms

A major benefit of integration is the ability to access data where you need it most. Whether you need to be able to use contact data from a CRM on a donor communication platform or export donation data from a fundraising application to constituent records, it is worthwhile to use software that offers solutions for centralized record access and increases the ready availability of relevant data.

These five methods can result in major returns for any nonprofit. A centralized database makes it possible to access current constituent information in a CRM or any applications an organization uses to drive supporter engagement and raise funds. Maintaining up-to-date contact and donation information makes it easier to secure donations from constituents and develop mutually beneficial relationships.

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