Template: Nonprofit CRM Audit Queries for Improved Data Health

Audit queries are the small, but mighty, ways that you can make sure that your nonprofit’s CRM data supports your organization’s strategies.

Being proactive with data helps keep it clean, relevant, and actionable. This downloadable resource provides useful insight derived from our team members’ decades of experience curating and managing data.

From basic contact information to moves management, this data health query spreadsheet has examples of a schedule of questions/queries to ask your database periodically to keep on top of duplicates, reduce improper formatting, maintain timely data entry, and get your fundraising appeals to the right addresses.

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Your organization can build the capacity to successfully maintain your most crucial database: your constituent/donor CRM. The concrete examples of queries, exports, and reports are applicable to the following nonprofit CRMs and more.

This resource helps you regularly evaluate data in key nonprofit CRMs like:

  • Blackbaud CRM
  • DonorPerfect
  • Microsoft Dynamics
  • Raiser’s Edge NXT
  • Salesforce
  • Tessitura

Watch more from our experts

Improving Nonprofit CRM Data Management

Build Consulting’s webinar Improving Nonprofit CRM Data Management can help your organization know what questions your data should answer.

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