Nonprofit data managers should abide by best practices for handling constituent data across any systems in use at an organization. Data management can be more challenging when an not-for-profit relies on closed software systems such as Raiser’s Edge for relationship management or other Blackbaud suites. A Blackbaud import guide can go a long way, especially when used alongside nonprofit data software for integration. Here are a few basic best practices for managing constituent data in RE, Salesforce Nonprofit Success Pack and other leading constitutent relationship management systems.
Get Rid Of Any Duplicates With Omatic to Get a Cleaner View Of Your Data
Deduplication is an essential data management best practice. Duplicate records can be confusing, particularly when entries contain conflicting information. The MergeOmatic utility in Omatic Cloud reconciles information from duplicate records to provide more accurate and complete organizational data.
Omatic is particularly important for Raiser’s Edge NXT integrations. Blackbaud systems are closed, making it difficult to handle duplicate records involving external software. Omatic offers deduplication functions across RE, Salesforce NPSP and other nonprofit CRM software in addition to third-party applications. This allows for cleaner top-down views of data and more complete and correct constituent records.
Use Omatic to Get an Affinity Score Of Your Constituents for Predictive Modeling
Omatic Cloud also includes a utility for scoring constituents based on affinity. ScoreOmatic empowers staff and stakeholders to factor records of engagement and past giving into calculations for future fundraising campaigns. The completeness and quality of integrated data directly determines the accuracy of these estimates, and other aspects of Omatic ensure that scores correspond to real-world outcomes.
Insights gained by scoring constituents are useful for predictive modeling. Several factors make past donors more likely to give again. ScoreOmatic simplifies these calculations to surpass scoring tools built into constituent relationship management software. Affinity scores in ScoreOmatic factor in data points drawn from multiple systems to provide more accurate and complete donation estimations.
Rely On Omatic To Maintain Current Data Across CRM and Third-Party Software
Regular imports and exports are among the most important data management best practices. Without the addition of current data, constituent records will become obsolescent and out-of-date. Not only are predictive models based on old data less accurate, but outdated information makes it more difficult for an organization to stay in touch with donors.
Omatic can connect CRMs such as RE and NPSP and forge connections with external applications used by nonprofits. Data managers should determine which information to share across platforms. Omatic Cloud offers resources for maintaining and utilizing current data that can extend the functionality of all of the software in use at a nonprofit. In turn, resources such as MergeOmatic and ScoreOmatic offer unique capabilities and insights that might otherwise not be readily available.
These best practices go a long way toward improving the quality and utility of constituent data. Omatic simplifies deduplication and scoring while also facilitating imports and exports across systems. Additional best practices may be relevant to nonprofits based on the CRM software and any external systems in use at an organization.
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