The effectiveness of your fundraising strategies and the optimization of your CRM relies on the health and cleanliness of your data. However, many organizations face data obstacles that impact reporting, reconciliation, proper cultivation, and stewardship of their donors.
From managing duplicates to outdated contact information, keeping your data clean is imperative. In this session, hear from our partner and data expert Abby Carlson from Orr Group on best practices to ensure your team successfully monitors and sustains your CRM’s data health.   Topics Covered:
• Database clean-up and best practices
• Data health
• Duplicate management
• Data standardization   Walk Away With:
• Links to articles on data management best practices
• Ideas for how to address database issues that are impacting fundraising efforts
Speaker Abby Carlson
Abby is a Director and the Head of Data Analytics & Management at Orr Group, a consulting firm that provides complete, customized solutions from fundraising to management & strategy for their nonprofit partners. As the Head of Data Analytics & Management, Abby assists a variety of nonprofits to implement, customize, and optimize fundraising database platforms to establish efficiency in systems and maximize donor pipeline potential. Additionally, Abby assists in fundraising, campaign management, and event planning ranging from small cultivation salons to large galas. For over 7 years, Abby has worked with nonprofits to streamline project management and ensure that organizations achieve their goals, whether focused on relationship cultivation and development or maximizing revenues.