Other Database Tools
Meeting You Where You Are
There are many ways to structure a high-functioning database, and we don’t have favorites. We’ll spend the time it takes to find the solution that fits your needs, that you can afford. Or if there is a system you are already comfortable with, we’ll learn it (if we don’t already know it), then help you optimize it. Whether you’re staying with your current software or transitioning to something new, we are ready to help.
Data Solutions for Every Scenario
SMS
Survey & Feedback
Choosing the Right CRM
Investing in meaningful connections with the people you serve leads to increased retention and sustainable growth. A great Customer Relationship Management platform (CRM) will act as your organization’s easily accessible “source of truth,” automate simple and complex tasks, track interactions, provide insights, and help you manage difficult transitions in staffing.
We work with clients to:
- Implement or transition CRM softwares
- Customize a CRM workflow to better support your strategic benchmarks
- Optimize efficiency or improve value in existing deployments
As certified Salesforce partners who love the product, we often start by considering it first. However, Salesforce can be a lot to manage, and there are a myriad of other sector and industry-specific products that should also be considered. Our team is proficient in a variety of platforms and committed to learning new programs if they’re a better fit for our customers. If there’s a platform your company already uses, or one you’re set on trying, we’ll take the time to learn it at no cost to you.
Here are some of other CRM platforms we love:
Salesforce
Bloomerang
Mailchimp
GrowthZone
NationBuilder
Other Custom Databases
Industry-specific CRMs usually have limitations for custom builds, and while Salesforce offers infinitely customizable solutions, the cost tends to be higher. Sometimes the right solution is simply a well designed spreadsheet.
Microsoft Excel
Since Microsoft Excel was introduced in the late 1980s, enthusiasts like us have continued to find new ways to organize data into rows, columns, formulas, and pivot tables for every imaginable context. We love going back to our excel roots.
Airtable
Airtable has taken the concept of the spreadsheet to a whole new level. By organizing interconnected tables through linked records, the ability to construct multiple views for different use cases, a more user-friendly aesthetic, built-in automations, and so much more, Airtable can be a great option if you’re on a budget.
Whatever your dataset, whatever the tool, if you need help with it, just ask.