Reporting & Information Management
Democratize Data Access
What Good is All that Data if You Can’t Access it in Meaningful and Useful Ways
Democratize data access through powerful search capabilities, role-based dashboards and configurable standard reports and visualization.
Learn from the 360-degree Constituent View
Effective constituent engagement requires ongoing and timely analysis to understand what strategies work best for your organization. The more information you have about your constituents in your CRM, the more you’ll understand what’s working for them and the more you can make things work for you. With the holistic constituent view available in Revolution CRM, and the tools available to activate and understand that data, our clients can make informed data-driven decisions and answer the questions that will drive their future growth.
Reporting & Information Managment
- Role-based data presentation and access to key tasks and information for daily use.
- Powerful search and list management tools.
- A robust (and continually growing) suite of easy-to-use, time-tested reports and dashboards.
- Real-time access to all data managed in Revolution CRM.
- Custom reports tailored to your organization.
- Standard visualizations that allow filtering and drill down to a granular level.
- Create ad-hoc custom queries.
- Schedule and automate customized output to fuel your analysis.
- SQL access for technical users.
- Build new dashboards using a Tableau desktop license and publish them within Revolution CRM.
- A team of nonprofit technology nerds that can help you understand your data.
Are You Able to Visualize Your Organization’s Success?
Sometimes it can be challenging to move fundraisers out of spreadsheets. We provide an experience that just might make the difference and provide your organization with an efficiency you’ve never experienced before.
Fundraising managers and executives will devour dashboards and reports with interactive views of fundraiser and team pipeline activity with the ability to forecast revenue with ease from one system.
Retire spreadsheets for a new era of collaboration.
Revolution CRM
Better, Smarter, Faster.
Revolution CRM empowers nonprofits to build life-long relationships with constituents through an innovative, constantly evolving data management toolset built and supported by a creative, intelligent, and thoughtful team of nonprofit technologists. Revolution CRM allows nonprofit organizations to manage, understand, and optimize interactions with their supporters and prospects, leading to improved outcomes across the constituent journey.
