We offer Consultative Services to ensure your internal and external needs from your current fundraising database are maintained as you transition to DonorPerfect.
Our specialists will collaborate with you to develop a comprehensive understanding of the type of info
- Review of current data entry forms
- Discussion of current deliverables
- Integration with other software
Prior to engaging in one of the consultative options, you will complete an online form that determines your current and future data requirements. Our professional services staff will review your answers collaboratively with you and gain insight into your current software entry forms, deliverables, and software integrations.
On-Site – One and one-half days are spent with our specialist at your office determining how you currently manage your fundraising database. A preliminary screen design is completed. We will also make recommendations on how DonorPerfect’s entry screens and integrated processes can be used. After the visit, all additional fields will be designed.