Sargent Solutions Inc
     
 
1-800-897-0112
info@sargentsolutions.ca
 

DATA MANAGEMENT

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Our consultants will help you fast track your efforts, raise retention rates, build and maintain your databases, and make everyone’s job that much easier.

Our data management and consulting services include:

  • Administration 
  • Targeted communications 
    • Composing and custom-targeting direct mail letters 
    • Arranging design and printing 
    • Preparing the data for the mail house 
    • Coding for tracking the success of the appeal 
  • Managing campaigns 
  • Managing gift processing 
  • Campaign processing 
  • Balancing the books 
  • Account reconciliation 
  • Data conversions 
    • Assist/manage database updates 
    • Conversions: from other fundraising programs into your database.
    • Raiser’s Edge module implementation: 
      • Volunteer Module 
      • Events Module 
      • EFT Module 
      • NetCommunity Spark / Grow / Pro 
      • Tribute Module 
      • Planned Giving Module 
      • Prospect / Search Module 
      • Financial Edge Integration 
    • Customize reports, adding new fields, re-organizing etc. 
  • Database re-vamp 
    • Analysis 
    • Re-organize and clean 
    • Configure your database, maintain and monitor 
    • Implement database staff teams in performing the day-to-day operations 

Sargent Solutions has over 40 years of experience in database management and experience consulting with other charities since 2006. We are more than consultants, as your partner, we learn your database and how to leverage it by keeping track of current processes and finding better solutions. Moreover, our relationship with you is not a “fix it and forget it” situation. We will be there for you as much or as little as needed.

For more information on our database management services, contact Caroline by email at caroline@sargentsolutions.ca or by phone 1-800-897-0112 today.

 

Services

Data Management
Build and maintain your database, and make everyone’s job that much easier
...more 

Software Management
Unleash the true power and functionality of Raiser’s Edge, Financial Edge, Team Raiser, Luminate Online, eTapestry, Education Edge, Online Express, NetCommunity, Mobile Pay and Friends Asking Friends

Consulting
Personal, customized consulting and training services
...more

Fundraising Support
Personal support to help you build on your ability to raise more funds
...more

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Build and maintain your database, and make everyone’s job that much easier

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