data services
From data quality improvements to training and hands-on support, we help charities use their data more effectively and with greater confidence.
Data problems are rarely caused by one issue alone. Day-to-day operational pressures, inconsistent processes, limited internal resource and evolving systems can all affect how effectively data is managed and used.
Julie has been incredible at unpicking a very complex NHS database and migrating our CRM. She has cleaned and restructured our data, so it’s fit for purpose and provided the expertise to enable us to develop a new segmentation and selection process from scratch. Julie works independently and effectively on this project, whilst also delivering ad hoc data pulls and support as needed. I am confident our systems are in safe hands and the work will enable us to meet our growth ambition and engage effectively with our supporters.
Ellie – Charity Director NHS Trust Charity
data quality and operational support
We help charities improve day-to-day data management, reporting consistency and operational processes across CRM and fundraising activity.
That can include imports, segmentation support, reporting reviews, data clean-up, coding consistency, process improvements and practical troubleshooting.
campaign and reporting support
Reliable reporting and effective segmentation are essential for fundraising and supporter engagement.
We support charities with campaign selections, reporting improvements, data reviews and operational support to help teams work more effectively and make informed decisions with greater confidence.
training, coaching and extra support
Sometimes organisations need practical support while managing busy periods, staff changes or internal projects.
We provide hands-on support, coaching and tailored training to help teams improve confidence, develop skills and manage operational workloads more effectively.
Struggling with CRM or data issues? Get in touch and we’ll see how we can help.
