Hi {{Recipient.FirstName}},
Dan Wagner here again, following up on my last note. Of the three reasons nonprofits add Civis, this is the one that tends to pay for itself: storage.
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, we don't limit or charge you by the number of records processed.
One international nonprofit archived roughly a third of its Salesforce records this way, with zero loss of historical visibility. For many nonprofits, the storage savings alone offset much of what Civis costs.
I put together a short overview you can view here. If any of that is useful, I'd be glad to grab 20 minutes with you or someone on your team. Just reply here and I'll find a time. Or you can request a private demo.
Dan
Founder & CEO, Civis Analytics