Jumpstart Your Donor Management System
Bloomerang Configuration, Optimization, and Integrations.
Designed for nonprofit organizations using Bloomerang’s tools, who are ready to align their CRM with the unique needs of their organization.
This period during or after “moving in” to a new database can be particularly challenging as you learn to navigate an unfamiliar system, integrating it with existing tools, while keeping your fundraising program from missing a beat.
Because we’ve seen how small configuration decisions can lead to major challenges down the road, we’ll help you make smart structural choices from the start. Drawing on years of experience, we know which settings and workflows work best, and how to avoid common pitfalls.
Our first goal is to get you up and running, with the basic functionality in place, your staff feeling comfortable and confident, and moving forward with your fundraising plan.
Then, we’ll help you make the most of your investment by helping your team understand and utilize the more advanced features of your donor management software. We’ll also help by making sure your data is clean and organized, operating processes are in place and documented; integrations are set up and functioning efficiently.
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!