Your CRM is the backbone of your digital fundraising efforts, make sure it is working for you.
Don’t let issues dirty data, lack of user training, or missing system integrations hold you back from your fundraising goals. Whether you are looking to select a new CRM or you need an extra hand getting your current CRM up to speed, Tackle can help!
Our team has decades of experience working specifically with CRMs in the nonprofit space. We know nonprofits bring unique needs for a CRM and can help you find a solution that is right for your organization, no matter the size.
Let’s get started today and set your CRM on the right track!
Set your CRM up for success. Here are a few things we can help with.
We’ll help you discover which CRM will be the right fit to meet your organization’s goals.
We can help connect your various platforms through native integrations as well as third-party options.
Let’s get that new CRM in order with a new launch and some tools for ongoing management.
Our team can provide a smooth transition and necessary clean up for your data.
We can help you set up dashboards and pull reports with data you actually need.
Our team loves making sure every user feels confident at navigating the software you already have.
AMBER SNYDER Senior Director, Database Management
“Recently, we launched a selection project to replace our current CRM. This was an unexpected project for our organization, and we were overwhelmed by the scale of the project. Tackle helped us facilitate a thorough discovery process, realistically evaluate our options. Tackle helped us navigate conversations with our selected CRM vendor to ensure that we had the correct package and resources needed for the next phases.”
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Bria Harris
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Bria Harris2022-03-31 06:43:562022-03-30 16:59:17Using CRM Software with Integrity
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Bria Harris2022-03-24 05:57:042022-04-12 14:31:59Helping You Successfully Use Your CRM
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Bria Harris2022-02-22 14:46:482022-02-22 15:23:46Our favorite Nonprofit-Friendly CRMs
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Shannon Miller2022-01-20 16:44:492022-01-20 17:05:03Setting expectations for a technology change
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Shannon Miller2021-11-04 15:31:132021-11-04 16:09:29First steps in setting yourself up for EOY reporting success
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Shannon Miller2021-04-29 17:25:512021-04-29 17:25:51Moving away from Luminate CRM for your nonprofit
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Shannon Miller2021-03-19 08:12:222021-04-01 17:16:43Adding Multi-Factor Authentication (MFA) to your Salesforce User Accounts
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Ryan Granzow
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Ryan Granzow2019-09-30 17:36:392020-07-08 12:10:42Things to know about the Salesforce Lightning switch
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