1 Getting to know you



We have an exploratory conversation about your organization, your goals, and how CRM technology can help you manage your data more successfully.

2 Working with You

In Depth Analysis

In-Depth Analysis

Our Solution Development Team will review your strategic goals, pain points, and current data silos, and map out a new solution you will be happy with.

Solution Proposal

Solution Proposal

We develop a strategic solution for your organization and a blueprint for your system. The proposal gives details about the Databank CRM including:

  • email/text blasts
  • advocacy
  • registrations for meetings, events, and online courses
  • fundraising
  • membership management
  • sub-organizations that “own” and maintain their own contact lists
It also details any custom features we’ll implement for you. Examples:

  • custom data tabs for your contacts
  • custom reporting, mapping, and dashboards
  • streamlined workflows
  • searchable business or other directory, embeddable on your site
  • custom portal for a select group of your contacts, allowing them to maintain their own data and save you effort
  • one or more integrations with other systems via API
  • data enhancements: geographical, political, social, demographic


Crafting your strategic information solution is an iterative process. You and your team will actively engage with our team with periodic check-ins during implementation.

3 Staying With You

Training & Support

Training & Support

Our training and support specialists are the best in the business. They will have you and your staff up and using your solution in no time. Training and support as always is included with any solution we provide.

New Understanding

New Understanding & Rebuilding

Like your organization, your strategic information solution is organic, changing as your organization does. That’s why we continue to work with you as you use your solution to identify areas for improvement.