We'll listen, evaluate, and work with you to create powerful, integrated systems that free up your time to focus on your most important goals. Leverage technology to nurture your constituent relationships and strengthen organizational impact.
We're HubSpot, Shopify, Fundraise Up, Supered and Sprocket Rocket partners.
In our experience, nonprofits get bottlenecked working in a CRM that's not the right fit for them.
A lot of nonprofit orgs suffer from:
Sound familiar?
We provide digital sales and marketing enablement services for nonprofit organizations working across many CRM platforms. This includes plenty of clients who don't have a CRM solution yet.
We're a proud HubSpot Solutions Partner.
HubSpot is the most integrated all-in-one digital business platform we know, and it’s exceptionally user-friendly.
HubSpot’s portals integrate and streamline your most important organizational activities:
They provide tons of high-value resources, like documentation, videos, and webinars, to ensure you get everything you want out of the site. And with our migration, onboarding, and enablement support, your team will ace this powerful CRM.
HubSpot is the most cost-effective, elegant solution we've seen in our decades of digital business enablement work.
And did we mention their 40% nonprofit discount?
As a HubSpot Partner, we provide onboarding and training, and help new or existing HubSpot clients get the most out of their investment.
This Bay Area nonprofit builds powerful adult learning spaces for educators that focus on curiosity, disrupting unjust practices, and driving continuous improvement in learning environments. The organization's programs reached more than 600 education leaders and impacted 430,000 students in 2024.
Created easier systems, simplified workflow, and reduced overwhelm
Trained the team to leverage HubSpot for more effective sales enablement, goal-setting, and building stronger constituent relationships
Elevated the organization's ability to focus on high-priority goals
Dan on the key to CRM training and enablement
The organization was frustrated with CiviCRM. The CRM is open source and free, but it's complex, and required the organization to pay for ongoing technical support and software development, at a substantial cost.
Staff had so many problems with the CRM that they resorted to using "one million Google docs and spreadsheets” to manage a complicated database of constituents, schools and districts, event management tasks, and payments.
There was no accurate source of truth for the organization’s operations. Their team lacked visibility into their activities and contacts with constituents and stakeholders. They were missing opportunities to develop constituent relationships and focus on big-picture goals.
We listened to the organization’s needs, and worked together on solutions. We initiated a transition from CiviCRM to HubSpot. HubSpot’s user-friendly interface and robust integration between sales, customer relationship management, content management, and customer service was a perfect fit. Our personalized, high-touch guidance created a confident onboarding process.
We successfully migrated and onboarded the organization to HubSpot. We cleaned up and removed redundancies from their constituent information, MailChimp lists, and even the infamous "million Google docs."
The transition increased the organization’s visibility into their activities, and made their workflow less overwhelming and painful. A more robust, user-friendly platform decreased their dependence on outside technical support moving forward.
We trained them not only to use the new platform, but how to leverage the CRM for more advanced sales and marketing enablement, goal-setting, and building stronger constituent relationships. The organization now enjoys a greater capacity to focus on high-value goals.
Nonprofits should have access to the same resources, growth strategies, and technology as big corporations. Let's talk about how we can implement systems that will attract, engage, and delight the right audience to grow your organization without growing insane.
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