CRM Analytics: Behold the awesomeness

Data-driven decision-making is important when it comes to raising funds and retaining donors, but data analysis can be difficult for development staff.

We all know that the data extraction > Excel > pivot table > data normalization > graphing process can be time-consuming and imperfect. What if there was a better answer?

Watch Fíonta’s presentation focused on how nonprofit organizations can pair CRM Analytics (Tableau) with their existing Salesforce data to gain powerful, actionable insight into fundraising and development efforts. CRM Analytics (Tableau) helps you spot trends faster, collaborate with your team better, and sharpen your focus on activities that show meaningful returns with prospects and donors.

In the video, we share some use cases for CRM Analytics (Tableau) specific to nonprofit fundraising, discuss additional improvements still to come, and talk about how to get started.

Key learning objectives

  • Utilize robust reporting and analytics functionality to spot trends faster.
  • Gain actionable insight into fundraising and development efforts.
  • Develop action items for your team to evaluate different data points to take action through enhanced fundraising.