Data Services
Less Friction, More Mission
When your data's a mess, your message misses. When it flows cleanly—your mission gains momentum. At Pleiades, we design clarity. We bring order to chaos so your team can focus on what matters: identifying interested donors, building meaningful donor relationships, and moving faster with confidence.
Relevance begins with data.
Right message, right person, right time. But that only happens when your data is accurate, useful, and accessible.
Our Three Essentials:
Data Hygiene – Clean data, clearer vision.
No more duplicates. No more undeliverables. No more wasted time.
We standardize names, emails, and addresses so your outreach works the first time—and every time.
CRM Migration & Setup – A smooth, thoughtful transition.
Switching systems shouldn't feel like skydiving without a parachute.
We precisely carry your donor history, validate every field, and map everything carefully—so nothing is lost and nothing breaks.
Staff Training – Empowered people, smarter decisions.
It's not enough to have a better tool—your people need to know how to use it. We train your team, customize your protocols, and build their confidence to own the system from day one.
We Also Offer:
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Custom Reporting for leadership, boards, campaigns, LYBUNT/SYBUNT
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Ongoing CRM Support – Strategy, audits, and campaign help
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Workflow Design – Automated thank-yous, stewardship paths, role-based access
Finally, a system that works: No more chasing reports. No more apologies for messy data. Just a clean, functional, mission-aligned CRM environment—designed to help your people do their best work.
Because when data works, your mission moves.
