Hi {{Recipient.FirstName}},
I'm Dan Wagner, founder of Civis Analytics.
A lot of nonprofits on Salesforce hit the same wall: it's a great CRM, but it was never meant to be your analytics layer or your data warehouse. Storage costs climb, reporting stays shallow, and your team waits on analysts for answers.
We built Civis to sit behind Salesforce and fix exactly that. Here are three reasons nonprofits are adding Civis for what's missing:
1. Save money on storage. Civis's unique Salesforce record archival moves rarely-used records into a governed warehouse, cutting storage fees significantly, with zero loss of access.
2. Analytics & AI a CRM was never built for. A true database and analytics platform behind your CRM, with unified data, real reporting, and the modeling Salesforce simply can't do.
3. Put Claude in the hands of your whole team. Civis connects Claude to your governed data, so non-technical marketing and fundraising staff ask questions in plain language and get answers fast, no SQL, no waiting on a data analyst.
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