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For nonprofits on Salesforce |
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Put Claude in the hands of your whole team.
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In most nonprofits it's a short list. A fundraiser who wants to know which lapsed donors are worth a call files a request and waits, and the analyst who could answer it is already several deep in other requests. The questions that would shape a campaign get asked less often, because asking is expensive.
Civis connects Claude directly to your governed warehouse, so marketing and fundraising staff can ask questions in plain language and build their own reports, with every access, security, and privacy rule already enforced.
No SQL required. Your team asks in everyday terms and gets answers from live data, inside the permissions they already have.
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Ask in plain language
Conversational queries, real answers
Pose questions in everyday terms and get answers from your live data, no SQL, no report tickets, no waiting on the data team.
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Build it yourself
Reports & dashboards, no code
Generate reports and dashboards on the fly and publish them to the whole org, no analyst or programmer in the loop.
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Move faster
Quicker answers, sharper strategy
Less time waiting on data pulls means more time for strategic reporting and marketing planning, the work that moves your mission.
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“Which lapsed donors gave more than $500 last year, and how do their gifts trend by region?” |
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Claude reads your governed, identity-resolved warehouse, returns the segment with a regional breakdown, and offers to save it as a dashboard, all within each user's existing permissions. |
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Every answer comes from the same governed, identity-resolved Salesforce data, so what your team builds on their own is as trustworthy as what your analysts build.
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Best,
The Civis Team
Have a question? Contact Us and a member of our team will get right back to you.
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civisanalytics.com | 200 W. Monroe St., 22nd Floor, Chicago, IL 60606
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