CRM Audit and Data Clean Up
Description:
Your CRM is only as valuable as the data inside it. I'll review your constituent database and identify common data-quality issues that can interfere with fundraising, reporting, and donor communications.
This service is desi
How It Works
- You pay only the listed price without any hidden costs.
- We keep your money until you are happy with the delivered work.
- The job will be done or your money will be returned.
I can work with data exported from most CRM platforms as long as the relevant information can be provided in CSV or Excel format. Please let me know your CRM before purchasing so I can confirm compatibility.
No. I generally prefer to work from a secure data export rather than requiring direct CRM access. This allows your organization to maintain control of its database while I complete the analysis and cleanup.
Depending on your selected package, cleanup may include identifying duplicates, standardizing formatting, reviewing incomplete records, identifying inconsistent data, evaluating field usage, and providing recommendations for improving data quality.
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