To start, knowing some general information about your patrons is important. From their name to gender pronoun to job title, these are the building blocks of any CRM. In addition, you can easily see all previous purchases, donations, and answers to any buying checkout questions you have asked. You can also do more sophisticated operations like linking patrons to other patrons who have a relationship, or can add custom tags unique to your organization. This can be a powerful tool when thinking about your next fundraising campaign.
And as you know, sometimes data can get messy. That’s where our powerful duplicate finding tool can help you find and clean up duplicate records.