Tools Resources
Data Privacy Checklist for 2023
Changes to Australian laws have increased the penalties for data breaches, making compliance more vital than ever. But the road to best-practice data privacy can seem dauntingly long – that’s why team created this checklist to help you get started.
Customer Profiling Template
Customer profiling, also called consumer profiling (or donor profiling in the non-profit space), is the process of collecting and analysing data to create personas.
Deceased Donor Management Death Checklist
Download our checklist to better understand how to handle records in a sensitive and appropriate way
Tips for building a major project business case
Download our ten qualifying questions to assist building your non-profit business case.
10 Steps to CRM Success
As a non-profit how do you ensure your CRM is set up for success? Download our ten step guide.
Streamlined Seasonal Campaigns
Our not-for-profit and donations processing experts have tabled some all too familiar use cases and keys tips to navigate these
Data Migration Business Case
Our expert team have put together a business case illustrating how a best-practice migration strategy benefits your organisation