database-driven relationship management

One of the cornerstones of our work is building databases to help clients manage relationships - connecting participants with programs; grantees with grants; advocates with campaigns; donors with giving opportunities.

Our holistic relationship management solution allows clients to create and manage one complete profile for each constituent - automatically recording every point of interaction with their organization. For example, an individual's profile might indicate that they (a) give a recurring gift in tribute to a loved one, (b) are a newsletter subscriber, (c) an event registrant even (d) a social media activist. All of this information is collected into one profile and is accessible via one database for staff members to review, manage or export depending on their role at the organization.

We have recently deployed relationship management projects for:

• The New York State Senate whose Bluebird application allows 62 district senate offices to manage close to 19 million constituent records and all interactions with them (via Web, phone and e-mail).
• The Clean Economy Network who manages memberships, campaign contributions, newsletters and events registrations while allowing volunteers around the country to manage chapter events and newsletters autonomously.
• The New York City Coalition Against Hunger who manages donors, volunteers and activists while also generating Google Maps of colleagues offering services to the hungry.
• The Breast Cancer Research Foundation who manages donor contacts, contributions, newsletter subscriptions, events registration and peer-to-peer fund-raising campaigns.