Maintain a Hyper-Organized Database

An organized database with clean and accurate data is essential to a successful development department. No matter the type of CRM that your organization is using to store donor data, there is a general structure that can be replicated (with slight alterations). We will break down the basic elements of a CRM and best practices for maintaining data within it.

Please note that much of this advice is based on the Salesforce Nonprofit CRM. To learn more about Salesforce and the definition of a CRM, check out our Establish Your Own Salesforce CRM in 3 Steps guide.


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Digital Appeal Template

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Establish a Salesforce CRM Database in 3 Steps