Expert Consulting Services for Fundraising Excellence

Partner with SimpliPhi to optimize your fundraising operations with our specialized consulting services. We provide strategic guidance and hands-on support to help you achieve your fundraising goals.

Why choose our consulting services ?

Navigating the complexities of fundraising requires expert insight and tailored strategies. SimpliPhi’s consulting services offer the expertise and personalized support your organization needs to thrive.

What we do

Implementations and Migrations

Harness the power of Raiser's Edge NXT with end-to-end implementation and migration services.

System Configuration: Optimal configuration of your new CRM including your Gift Structure, tailored to your reporting needs.
Data Conversion: Seamless and secure conversion from your previous CRM ensuring data integrity and consistency
Policies and Procedures: Tailored documentation aligning with your organization and industry best practices for smooth operations.

System Optimization

Maximize the the use of your CRM with expert optimization services.

Data Clean-Up: Clean and structure key data to improve outbound communications, build internal trust and foster the use of your CRM.
Gift Structure Overhaul: Optimize your gift structure and historic gifts to meet your current reporting requirements.
Major Giving Pipeline: Structure your CRM for optimal management of your most important opportunities.

User Training

Empower your team with user training for tailored for each of your teams.

Tailored Approach: SimpliPhi believes in custom solutions. We do not offer generic system training but provide live, instructor-led sessions tailored to your unique use-cases.
Real-time Training: We train your team on your configured system, ensuring they learn how your organization’s system functions and how to maximize its potential.

Systems we work with

Our Proven Process

With decades of experience and hundreds of successful projects, we have perfected a process that ensures efficient and impactful fundraising operations. From kickoff to support, our methodology is tailored to meet your unique needs, optimizing systems and empowering your team.

Kickoff

We launch the project with your entire team to build momentum and enthusiasm. This key first step aligns everyone and sets the stage for effective change management.

Discovery

We delve deep to understand your organization’s objectives, challenges, processes, staff, and data structures through sessions with key members. This helps us capture your specific needs and expectations.

Architecture

Based on our discoveries, we propose changes to your data structures and procedures, ensuring they align with your strategic goals. This phase transitions seamlessly from discovery to design, treating them as a single cohesive step.

Build and Test

We bring the planned architecture to life by creating or restructuring data structures, implementing new solutions, or developing custom ones. We ensure the solution works perfectly by running thorough tests, validating processes, and documenting every detail.

Train

Our expert trainers deliver customized training sessions and process documentation, covering areas such as CRM and data management to empower your team.

Support

We include ongoing support to help you navigate any challenges and ensure sustained success with your new processes and systems.

Get started in 3 easy steps

Schedule a Consultation

Understand how our consulting services can meet your needs.

Develop a custom plan

Work with our experts to tailor services to your organization.

Implement and thrive

Enhance your fundraising operations with our expert guidance.

Ready to Transform Your Fundraising Operations?

Learn how our consulting services can help you achieve your goals.

Schedule a consultation