– Address, email, phone, and employer research
– Appeal tracking
– Biographic data clean-up
– Categorizing and coding your constituents
– Database integrations
– Deceased screening
– De-duplication of records
– Establishing standards for assigning addressees & salutations
– Event tracking and reporting
– Importing your contacts into a CRM
– Mailing and email list preparation
– NCOA move updates
– Prospect tracking
– Using reports and dashboards in your CRM
– Using solicit codes for special handling
