Optimize your Salesforce deployment
Easy, low-cost connection to Salesforce
Save up to 50% on Salesforce storage and ingestion costs using Civis’ Salesforce connectors and transformation scripts to archive historic data not needed in the CRM. Updated records are then easily retrieved and exported back to Salesforce as needed. Unlike others, Civis does not limit or charge users based on the number of records processed.
Build a true customer 360°
Civis’ Identity Resolution cleans, unifies, enriches, and de-duplicates records across CRMs even without a unique identifier. Build your single source of truth and then send it back to Salesforce so you are always working with the best information about your contacts.
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Analytics workbench and enterprise reporting
Get better insights with a comprehensive analytics and reporting solution. Data engineers and analysts can leverage their favorite tools to analyze CRM data and then create and distribute reports to their business stakeholders.
Civis provides the outcomes you need
Single source of truth across CRMs
Match all your CRM records into a complete, de-duplicated view of every member and donor at the individual level.
Fundraising & outreach optimization
Build acquisition, retention, and upgrade audiences from a library of templates that grow your membership.
Enterprise data warehouse & reporting
Become more data-driven with real time operational insights and reporting accessible to the entire organization, including chapter customization.
Training & independence
Our experts consultants will help you be fully self-sufficient with your data analytics needs through training and ongoing support.
Analytics & AI experts to move faster
Define your data & AI roadmap
We’ll assess your opportunity and internal barriers - and build a realistic, technical roadmap to AI.
Centralize and ready your data for AI
We’ll integrate your silo’d data into the Civis platform with a clear, unified data model ready for AI work.
Build a custom AI-enabled data solution
We’ll build a custom tool that leverages your data and AI capabilities to solve a critical public sector problem.
Train your in-house team
We’ll help your data team become self-sufficient with hands-on training, workshops, and ongoing support.
Explore our expert insights
Discover valuable resources to enhance your analytics journey.
Solutions for every member of your team
Embrace data to elevate your decision-making.
Let’s put your data to work.