Is it a good idea to work across multiple platforms?

Matt Bell

Senior Editor & Partner

If you’re like most professionals in the fundraising industry, you are probably working across multiple platforms. You may have contacts on an Excel sheet, events in a CRM, and notes in a shared document. 


What are some of the disadvantages of this?


  1. Integrity of data
  2. Redundancy
  3. Multiple subscriptions
  4. Training


Integrity of data

Data integrity is the accuracy of your data. Take a contact profile as an example. If you’re working across multiple platforms, every time a phone number changes you’ll need to update it in each platform. As you add more places where the data is stored, the greater chance for you to forget to update the data in each one. 



Redundancy is unnecessary work, such as do the same work more than once. Unfortunately, when you have the same data in multiple places, you’ll have to update it more than once. 


Multiple subscriptions

Not only does time cost money, but so do software subscriptions. And some are very pricey. Adding more to your list adds up quickly, so finding a one platform that covers everything is worth paying for. 



Most platforms have been developed with a novice user in mind, so the learning curve isn’t as steep as in the past, but they do take time to master. Training employees adds time. An intuitive platform reduces the time you need to master it. 


So what we’ve concluded is working across multiple platforms offers a greater chance for erroneous data, more work, and expense.


The solution? There are specialized platforms that cater to specific industries. DonorDesk is an example of a platform that has everything you need to run a fundraising operation without the need for other subscriptions. 

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Related Material



Importance of maintaining database in off years

Why should you constantly maintain a database?

  Campaign season is (to put it lightly) a busy time for everyone. The work is endless, the hours long, and the resources never quite enough. All done in the pursuit of election day, where with breath held in anticipation, everyone waits for the results to come in. It’s the climax of months or years of work.    And then it’s over.    Win or lose, almost everyone breathes a sign of relief and takes a break. Ties come off and everything is a bit more relaxed. And while campaigning never seems to entirely cease, some tasks begin to take on less importance. Tasks that once consumed hours of precious time don’t necessarily require the same focus. It’s understandable, you don’t need to knock on doors the day after an election. But what about the data? What is done with the thousands of names, phone numbers, email address, and contribution records once an election is concluded?   Well, they’re stored in the database, right?   Hopefully.  

"Data is the new oil"

Let me explain. There are static assets and dynamic assets that a campaign requires to run effectively and efficiently. Static assets could include yard signs or other necessities that don’t change. Dynamic assets are things like a voter’s profiles, which contains data that is likely to change over time.    You don’t really need to stock up on yard signs right after the election. Maintaining a comprehensive database of voter data is something that you should consistently adding to, improving, and refining. Think about a contact you have in your phone. If they changed their phone number, you’d want to make sure that it’s correctly updated in your phone.    A good database is, on a larger scale, just like maintaining a numbers in your phone. If an address changes, update it. If you want to know how much someone gave last election, make sure it’s stored in the database.    Paraphrasing a popular quote, data is the new oil, because the world now relies on data to power its business. And where you refine and store that data is just as important. So choose a platform that was built specifically to store data that you need. We’ve created a pretty good one in DonorDesk!



The different types of donors you’ll encounter – Industry
Otherwise known as lobbyists. They represent the interests of companies, associations, non-profits, and a host of other entities, and are tasked with supporting candidates and politicians who will support them. Finance, oil, tobacco, these are all examples of industries that donate to political campaigns.   These are professional policy watchers. They are astute, so don’t try and play semantics with them. They usually don’t play in smaller races, but expect to see them in state and federal races. Their contributions typically are larger than regional and ideological donors, and possibly more importantly, their endorsement can lead to the support of local unions, businesses, or community organizations.

Take charge of your next campaign.

DonorDesk is trusted by some of the top consultants in the industry. We’ve spent years creating the best way for campaigns to manage their contacts, events and data. Let us help you get started today!


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