Hi {{Recipient.FirstName}},

Dan here again from Civis. I want to talk about something Salesforce was never built to do: turn your data into real analysis.

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. With Civis, your team can:

- 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

- Keep the tools they already use, from Tableau and Looker to SQL, R, and Python

Every report is built on the same governed, identity-resolved Salesforce data, so even a simple SQL query can become a secure, shareable report.

I put together a short overview you can view here.

If getting more out of your Salesforce data sounds 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