|
| Analytics & AI a CRM was never built for |
| |
| Unlocking analytics and AI to deliver critical insights that drive your fundraising and marketing. |
|
|
Hi {{Recipient.FirstName}},
CRM reporting caps out fast, with limited joins, rigid templates, and dashboards that are hard to share. Civis turns your Salesforce data into reporting your whole team can build on, in the tools they already know.
Your CRM was never designed to build or deploy the predictive models that can dramatically improve your fundraising efficiency and effectiveness.
|
|
|
Use the tools you love
Civis supports popular reporting solutions and most open-source tools, so even a simple SQL query can become a secure, shareable report.
|
|
TableauClaudeLookerAmazon QuickSightR ShinyStreamlitFlaskSQLRPython
|
|
| What your team can do |
| • | Build and publish reports and dashboards right inside Civis Platform |
| • | Build custom predictive models |
| • | Access Civis-provided demographic and interest-level data to drive better insights and modeling |
| • | Integrate AI tools easily through MCP capabilities |
| • | Role- and user-based access controls, so everyone sees only what they're permissioned for |
|
|
|
Your teams keep their preferred tools, and every report is built on the same governed, identity-resolved Salesforce data.
|
|
|
|
Best,
The Civis Team
Have a question? Contact Us and a member of our team will get right back to you.
|
|
civisanalytics.com | 200 W. Monroe St., 22nd Floor, Chicago, IL 60606
To stop receiving these emails, click here to unsubscribe.
|