Nonprofits are faced with an interesting paradox, while CRM systems are designed to centralize and streamline operations, their rigidity and issues with implementation often lead to the proliferation of spreadsheets and satellite systems. This results in a fragmented data landscape with declining data quality, leading typically to even more spreadsheets and so on.
Spreadsheets are easy to create and modify, which makes them a popular choice for handling various tasks. However, when too many spreadsheets come into play, each with its set of different versions, important information starts to fall through the cracks and information that should be in your CRM for ease of access requires a mini reconciliation project.
The aim of using a CRM system is to have one place where all your data is stored and is easy to find. However, it can sometimes feel like these systems are not flexible enough to meet your different needs.
We can help you make the best of your CRM ensuring that your team has a common understanding of your data model and that we prioritize the gaps in your data that are worth the investment to fix.
Our goal isn't to get rid of spreadsheets altogether. They're great for lots of tasks. But, we'll help you figure out the best way to use them alongside your CRM system. We'll guide you in managing your spreadsheets effectively so you can avoid a build-up of disconnected data. We have implemented successful strategies where CRMs and spreadsheets coexist and complement each other.
Our team has extensive experience in helping nonprofits manage their data more effectively.