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Your CRM knows who gave. Not who will.

Hi Jordan,

Your CRM can tell you who gave last year. It can't tell you who's most likely to give again.

That's not a Salesforce flaw. CRM reporting caps out fast: limited joins, rigid templates, and no way to build or run a predictive model. The data is all there. The analytics layer isn't.

Civis adds that layer behind your CRM. Your Salesforce data gets unified with email and vendor files in one warehouse, and your team builds on top of it:

  • Donor models. Who's likely to lapse, who's ready for an upgrade ask, which campaigns actually drove giving.
  • Real reporting. Dashboards the whole team can see, built on clean, deduplicated data instead of CRM exports.
  • Your tools. Analysts keep Tableau, SQL, Python, R, whatever they already use.

Best,
The Civis Team

civisanalytics.com | 200 W. Monroe St., 22nd Floor, Chicago, IL 60606
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