Tools Resources
Resource Types
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Data Privacy Checklist for 2024
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.
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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.
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Deceased Donor Management Death Checklist
Download our checklist to better understand how to handle records in a sensitive and appropriate way
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Tips for building a major project business case
Download our ten qualifying questions to assist building your non-profit business case.
![Abstract CRM](https://data.com.au/data-services/wp-content/uploads/sites/2/2021/09/iStock-470339538-150x112.jpg)
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.
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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