CRM and Data Services

Learn to Love your Fundraising System

Imagine a database conversion that is on time and under budget. Imagine winning a team award for performance, following a system implementation. Imagine reducing stakeholder issues by 60%. These are our project realities.

Many organizations struggle with the donor database. You don’t have to settle for lukewarm staff reviews, mediocre performance, low adoption rates, and silo shadow systems. We are skilled in industry standard systems, and our team has over 100 years of CRM software experience.

Our CRM clients are fully empowered to leverage the potential of the fundraising system. Business processes are aligned with technology and staff is enthusiastic that their tools support the way they work

People, Process, and Technology

  • CRM upgrade planning and execution
  • Outsourced system administration
  • Functional and technical training
  • Data conversions and/or data imports
  • Data management services (i.e. migrate, imports/exports, segmentation, merge/purge, etc.)
  • Custom development (integration and customizations)
  • Business intelligence and reporting
  • System performance analysis and tuning (hardware and software)

Help Where You Need It

We provide a full range of services including CRM implementation, data conversion, CRM customizations, training, data analysis and maintenance, migrations, project management, change management, and business process improvement.

Make Your CRM Work For You

Many nonprofits think they can own their CRM implementations – until the process starts. Software providers understand how their system can be implemented, but aren’t in the business of knowing the in-depth business processes and data intricacies of your organization. This is where Zuri excels.

Zuri Group’s technological expertise, deep knowledge of industry processes, and our commitment to your mission ensures that your CRM conversion is driven by your business needs, not a vendor’s schedule. A successful conversion is one that gives your staff more powerful tools and better data, resulting in more efficiency and accuracy.

Clean Conversion


Our team is well-versed in leading CRM systems including Salesforce, Blackbaud, Millennium, Advance, Banner, NeonCRM, and Raiser’s Edge. We have managed conversions, customizations, migrations and integrations, which informs our best-practice approach.

We are dedicated to efficient, clean, well-managed data conversions, and working collaboratively with our client’s data experts to streamline the process. We have developed a proprietary tool that facilitates data mapping and conversion, dramatically reducing programming time and the need for revision.

Consulting for Your Industry

CRM conversions are about more than just moving data from one field to another. Software consultants can provide valuable models, but the decision on how to use a new system is up to you. Too often, nonprofits focus on “just getting it done” and miss critical opportunities for business process improvement and leveraging new system capabilities.

With appropriate change management, your staff can stop dreading conversion and see it as an opportunity.  Zuri Group combines software and industry expertise with your nonprofit’s policies and business processes to ensure that you get the most benefit from your new system migration.

With years of experience working with the nonprofit sector’s leading CRM systems, Zuri Group has the technical knowledge needed to ensure an accurate system conversion — as well as the industry knowledge to know that off-the-shelf CRM systems don’t always fully meet your needs.

Zuri Group provides the critical industry insight to make the leading CRM systems work better for your organization’s data and business needs.

Expert Access Program

Get access to our suite of helpful add-ons and integrations that extend the power of your Blackbaud CRM, Blackbaud NXT, Luminate Online, Salesforce, Ellucian, EverTrue, and Reeher platforms.

CRM Impact Analysis White Paper

Are you transitioning your CRM? Explore our analysis of 80 universities, over a 20 year period

CRM: Assessment & Reimplementation

This project included a focus on organizational structure, prospect pipeline management, and campaign planning. We joined the City of Hope team to improve processes and operations and help them design a more efficient fundraising program.

The Latest from Our Team:

Zuri Group Assesses the Future of Salesforce and the Education Cloud

Zuri Group descended on Dreamforce 2023 to glean the most important insights for our clients.

Zuri Group Extends Salesforce Support with Zuri Platform Services

Zuri Platform Services, a wholly-owned subsidiary of Zuri Group, will provide strategic, technical, and functional services for clients seeking to embrace Salesforce-based solutions

It’s Not Typically On the Plan… But Watch for the Most Important Part of Your CRM Implementation

You’re implementing a new CRM system. Is your team growing into owners and advocates of the system? Learn how this can make all the difference for success.

Reporting Options for Raiser’s Edge NXT in a post-Crystal Reports World

With Blackbaud’s recently announced changes to Crystal Reports, there are still viable reporting options for Raiser’s Edge NXT clients.

Change Management or Change Avoidance?

Change-avoidant behavior is so common that change management is often its own workflow in large projects.

Effects of Expansion: Nonprofit Vendors & Third-Party Support

The titans of the nonprofit marketplace are Salesforce, Ellucian, Blackbaud, and others who are all using either vertical or horizontal expansion to grow their market share.

Best Practices for Development Environments to Boost Morale & Productivity

Boost moral and productivity across your developer team by establishing an effective environment for them to unleash their creativity in.

Expert Access for Blackbaud CRM Simplifies Fundraising Operations for Southern Poverty Law Center & University of Central Florida

Learn how clients are using Expert Access for CRM to overcome system limitations and increase efficiency.

Name Your Sacred Cows for CRM Implementation Success

We must acknowledge that there are things that cannot be changed in a CRM implementation and must be replicated in the new system. These are what I refer to as Sacred Cows.

Implementing Salesforce? Make Innovation a Success Metric.

If we wish to change the way we do business by leveraging a system like Salesforce, include success metrics based on things that people do.

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