Constituent Mangement Tips & Tricks: How To Keep Your Data Up To Date

Nonprofit database managers may seek out tips and tricks to increase the usefulness of the data stored in constituent relationship management systems. From contact information to donation and engagement records, it is important to use all of the available Salesforce data integration tools and refer to resources such as a Raiser’s Edge import guide to keep data current. Here are a few helpful tips and tricks for managing constituent data.

Use Omatic Cloud to Automatically Rid Your Data of Any Duplicates

One of the most effective tips for managing constituents involves ensuring the records an organization works with are complete and unique. Omatic Cloud has a deduplication utility that can be useful for ensuring that multiple instances of data do not persist. This feature and other data health functions can be performed automatically to lighten the burden on nonprofit staff.

Nonprofit stakeholders considering the pros and cons of Raiser’s Edge vs Salesforce should be aware that these CRMs manage donor information differently. Raiser’s Edge has unique categories, such as non-constituents, that do not translate to Salesforce NPSP. This can lead to redundant data that could make fundraising efforts less effective. Omatic is capable of reconciling records from these and other platforms with accurate and powerful deduplication and merging functions.

Why Donor Segmentation Is Key

Whether a nonprofit database manager is checking the quality of records or ensuring that relevant records are available for use in fundraising, segmentation is an important trick. Most CRMs have internal segmentation functions. Omatic integration software extends segmentation functionality to a centralized database and can simplify the process of formulating and running Raiser’s Edge queries.

Running queries makes it possible to sort records and focus attention on those constituents who are most likely to give, donors with specific interests or prior supporters who have not made contributions in a given amount of time. The most effective approaches to raising funds are predicated on segmentation. An organization’s unique constituency and fundraising priorities will determine the most effective ways to use software-specific or centralized segmentation.

Improve Data Currency and Overall Accuracy

In order to segment records, it is necessary that these records contain similar types of information stored in consistent ways. Inconsistent record contents or data methodologies limit the accuracy of query results and the effectiveness of segmentation.

The best tips and tricks for keeping data accurate and up-to-date involve a combination of periodic manual checks on records of likely donors and using integration utilities to improve the quality of data. Omatic has a data health suite and utilities to ensure that records are as current and correct as possible. While manual checks may point out patterns of missing information, automated methods can enrich the overall quality of organizational data.

Integration software is the secret to maintaining the most correct and current constituent data across platforms. Even if a nonprofit database manager successfully connects CRM software, such as Salesforce NPSP, with a third-party platform for fundraising or communication, he or she runs an increased risk of losing valuable data with each system chained together without comprehensive integration support.


Washim is an Bangladeshi tech based web blogger. Right now he writes for excellent content Android Apps, Games and much more.

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