Stop paying CRM rates for records you rarely open.
Civis archives the Salesforce records your CRM doesn’t need to hold, so storage costs drop. Every record stays available for reporting, and any record can go back to Salesforce when you need it.
Salesforce data storage
Salesforce alone
Salesforce + Civis
| Records | Years | Stored in |
|---|---|---|
| Contacts | All | Salesforce |
| Gifts | 2021 to 2026 | Salesforce |
| Gifts | 2008 to 2020 | Civis |
| Campaign history | 2008 to 2022 | Civis |
Up to 50%
lower Salesforce storage and ingestion costs
Over 30%
of Salesforce records archived by one international nonprofit
No limit
on records processed, and no per-record fees
Salesforce stays up front. Civis holds the history.
Your team keeps working in Salesforce. Civis takes on the storage and the heavy analysis behind it.
Salesforce
Active records
Civis
Full history
Connect
The native Salesforce connector imports your objects incrementally, on a nightly schedule.
Archive
Civis flags records ready for archival and stores copies in your warehouse, keeping their structure through contact merges and field changes.
Report
Archived history stays available through aggregated tables and reporting, alongside your current Salesforce data.
Restore
When a record is needed in the CRM again, retrieve it and export it back to Salesforce.
A global medical-relief nonprofit freed over 30% of its Salesforce storage.
The challenge
As the organization moved its CRM to Salesforce, higher storage fees became a real cost, and years of donation and campaign history kept piling up. Using Salesforce as the center of its analytics was becoming hard to sustain.
The approach
Civis designed a data warehouse that brought its CRM data together with vendor files and email data, and set up archival of older donation and campaign records to save on Salesforce storage.
- Cost
- Reduced records stored in Salesforce by over 30%
- Access
- Kept historical data available through reporting and aggregated metrics
- Team
- Self-sufficient in data maintenance, with time freed for advanced analysis
Once your data is in Civis, you get more than storage.
Archival is where many nonprofits start. The same warehouse does the work a CRM was never built for.
One view of every supporter
Combine Salesforce with vendor files, email, and digital data, and match records across systems with identity resolution.
Identity resolutionReporting without the limits
Query, segment, and build reports in a real database, then push updated records and lists back into Salesforce.
Salesforce data warehouseYour other tools, too
Raiser’s Edge, EveryAction, Engaging Networks, and many more, brought into the same warehouse.
Integrations