Tracking Tools

• We understand the importance of not only using data, but also collecting it. Our experience shows that there is often a lack of data and we’ve developed appropriate customer relationship management (CRM) tools to assist in collecting and tracking key constituent group.
• Our CRM systems help organizations manage the membership or enrollment process using a simple web interface.
• The tool enables timely progression of prospects through the your entire process with the ability to create custom reports and historical comparisons. You can view, sort, print or edit your prospect list at any time.
• Our CRM tool allows your organization to immediately come up to speed on best practices relating to membership.

Grantee/Agency Surveys

Measuring Success uses data-driven tools like customer surveys and financial models to frame clients’ decisions and enable a shift to fact based decision making. Many non profits, unfortunately tend to make decisions with very little data, using anecdotal observation, emotion, and influencers. This often leads to inconsistent and poor results. We generate observations and recommendations by directly soliciting stakeholder feedback to the status quo, determining causations and correlations, and teaching leadership to absorb the data and its strategic implications. Clients receive a customized report that details our analysis and findings with detailed, actionable recommendations for change.

• Identify areas in which your actions improve grantee/agencies’ ability to achieve their missions beyond what they could do on their own
• Quantify perceptions of how well organization meets the needs in these areas
• Measure the commitment of grantees/agencies to your organization’s mission
• Improve relationships and impact by communicating results and taking action

Measuring Impact

• Go beyond a mission statement and clearly outline what you are trying to accomplish through the services you offer
• Select the appropriate indicator or combination of indicators that determine whether or not the programs you fund align appropriately with your mission
• Obtain hard evidence of impact by obtaining baseline data and assessing at key stages
• Appropriately attribute results and market successes

Custom work

• Measuring Success specializes in working with large fundraising organizations to develop measurement systems that enable non-profit managers and boards to make decisions by using data instead of pure anecdote and emotion.
• We design our projects to utilize data to explore new economic models and work with your organization to understand your individual situations and needs. By understanding your unique circumstances and combining that knowledge with field benchmarks and independent data, we can tailor our reports and recommendations to your exact specifications.