Salesforce is built for relationships and front-of-house work, not for warehousing years of donation and campaign history. As that history piles up, so does your storage bill, and you end up paying CRM rates to store data your team rarely touches.

Civis sits behind your CRM as a true data warehouse. It continuously flags the records you no longer need in the CRM and archives them in Civis, where you can still report on every record, at a fraction of the cost.

And unlike most tools, Civis doesn't limit or charge you by the number of records processed. The archival keeps its structure and quality even as contacts merge or fields change. Nothing breaks. Nothing disappears. Your bill just gets smaller.

Keep Salesforce up front, and move the heavy lifting to Civis. For many nonprofits, the storage savings alone offset much of what the platform costs.

Best,
The Civis Team

P.S. The same warehouse that cuts your storage bill is what makes your data ready for AI. More on that in the next note.

Have a question? Contact Us and a member of our team will get right back to you.

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