Bloomerang Optimization, Integrations & Automations
Bloomerang CRM Optimization, Integrations, and Automations
connecting tools•untangling data •building clear workflows
Designed for nonprofit organizations who have basic Bloomerang CRM functionality setup, but who want to refine your processes so that all your data, tools, and workflows align and operate as an integrated system.
We work with your team to clean up data, fix integrations gone awry, streamline your systems, identify and create automations that will simplify your work, and smoothly integrate supporting applications and platforms together into your Bloomerang CRM.
We'll work with your team to fully understand your organization’s unique needs and challenges to ensure your systems operate smoothly and seamlessly at the conclusion of our work together.
Systems we frequently configure and integrate:
Email Management (Bloomerang’s internal email system or external tool such as Mailchimp)
Financial Tools (Quickbooks Online, etc...)
Membership Management Systems
Event-related Data Management (OneCause, Eventbrite, Bloomerang Fundraising, etc…)
Relational databases (Airtable, Hubspot, etc...)
Form Management (Jotform, Gravity Forms, etc...)
Zapier (extended automations)
Additional services:
Data imports into Bloomerang from external sources
External Platform data cleanup (for example, your out-of-control mailchimp emails to prepare for a smooth integration with Bloomerang Fundraising)
Documentation of the workflows and processes we’ve built, compiled into an easy-to-follow, interactive SOP manual.
HOW WE’LL HELP
Migrating (or assisting with migration) data from your legacy system (or spreadsheets) into your new CRM system.
Data cleanup, record deduplication, household and relationship linking (between spouses, business, donor advised funds, etc…)
Creating donor segmentation systems that group, tag and organize your donors for clear identification and relevant communications.
Working with your team on the less-intuitive features of your system (such as searching, reporting, custom fields, etc…)
• Establishing smooth integration and syncing between your CRM and other tools, such as email service, financial software, and event management tools.
• Building and aligning campaign pages, online forms, and auto-receipting to function smoothly with your donor-facing tools and website.
• Building reports and filters for easy access to critical information about your constituents and your fundraising results.
• Drafting process and systems manual for consistent data entry and donor management.
How it Works
This represents a typical project timeline for organizations who have already migrated their data into Bloomerang. Projects that include migration (moving their data into their CRM) adds an additional step.
Step 1 •Inquiry
We’ll begin with a brief call to discuss your organization’s needs, challenges, short-term and long-term goals and explore if we are a good fit to work together.
Duration: 30 minutes
Cost: None
Step 2 •Engagement
After our inquiry call, you’ll receive a custom proposal and letter of agreement for our work together. Once all your questions are answered and you’ve decided to move forward, we’ll both sign our agreement, you’ll make your initial payment, and we’ll get ready to kick-off our project!
Duration: ~ 1-week turnaround
Phase 1 •Foundations
Core Functionality and Data Integrity
In this first phase of our work together, all basic technological pieces and donor-facing elements (such as online donation forms and acknowledgements) will be functioning smoothly. We’ll provide you with key custom reports designed for strategy and growth.
We’ll assess your data structure and integrity, developing a full understanding of your unique organizational needs and challenges, where you are today, and a clear path to get you where you need to be.
We'll conclude this phase with a recommended implementation plan for Phase 2, an estimated timeline, and a one-hour meeting where we'll review and discuss next steps.
Duration: ~ 1 - 1.5 months
Phase 2 • Elevation
Integration, Automation, and Optimization
With your vision clarified and core functionality established, we’ll shift focus to configuring and integrating your supporting applications and platforms.
We'll implement automations and workflows, refining your systems to ensure everything operates smoothly and seamlessly.
Duration: Typically 2-3 months, determined and outlined during phase 1.
Platform Integration and Implementation in this phase may include:
Email Management (Bloomerang, mailchimp, constant contact, etc…)
Financial Tool Integration (Quickbooks online, etc...)
Membership Management
Event-related Data Management (OneCause, Bloomerang Fundraising (QGiv) or Eventbrite, etc…)
Relational databases (Airtable, Hubspot, etc...)
Form Management (Jotform, Gravity Forms, etc...)
Zapier (extended automations)
Note: Data Migration projects (“migrating” your data into a new CRM) are billed hourly, rather than by project, as they vary greatly by organization. Please get in touch to discuss your specifics!