You deserve tools & processes that work as hard as you do.
Nonprofits and startups like yours trust Revunami to streamline operations and maximize efficiency, so you can focus on what matters most—achieving your goals.
Ready to unlock your team’s potential?
CRM Assessment
Are you leveraging the full potential of your CRM system? Whether it’s Salesforce, Hubspot, Virtuous, EveryAction, or another platform, we can help. With an understanding of your goals, we’ll dive in and evaluate configuration, data health, workflows, automations, and integrations. The end result is a prioritized list of actionable recommendations to enhance performance, streamline processes, and maximize your return on investment.
CRM Onboarding Support
Deploying and integrating new systems can be complex and overwhelming, but we’ll get it right the first time. Based on a clear understanding of your goals and needs, we handle every step from configuration, data import, cleanup, customization, and training. Implementing a new CRM is seamless with our expert support and frees up your team to concentrate on the things they do best.
CRM Management & Support
Keep your CRM running smoothly with comprehensive management and governance services. We handle duplicate management, integration maintenance, error resolution, workflow optimizations, segmentation, form creation, dashboard building and user training. Lean on us for the day-to-day tasks you need to ensure your CRM empowers your team. Reclaim your time to focus on more mission-driving activity.
Tech Stack Optimization
Keep your CRM running smoothly with comprehensive management and governance services. We handle duplicate management, integration maintenance, error resolution, workflow optimizations, segmentation, form creation, dashboard building and user training. Lean on us for the day-to-day tasks you need to ensure your CRM empowers your team. Reclaim your time to focus on more mission-driving activity.
Reporting & Analytics
Gain actionable insights with tailored reporting and analytics solutions. Our comprehensive approach ensures you have a clear understanding of what’s driving results, empowering data-driven decision-making across your organization. Experience the joy of clear, custom dashboards you’ll refresh over and over as you watch your KPIs improve.
Customer Journey and Experience Mapping
Uncover hidden opportunities by analyzing every touchpoint in your customer’s journey, from the first interaction to post-purchase loyalty. Gain insights to identify pain points and create a seamless, personalized journey that drives sales and delights your customers. The result? Better conversion rates, stronger relationships, and a roadmap for sustainable growth.
“Revunami has been an amazing partner to Wellthy. They played an integral role in working with our team to ensure we were making the most out of Salesforce, helping us streamline our internal processes so we can better focus our energy on reaching and supporting our clients and members.”
Alex Newbold
Chief Administrative Officer
Ready to unlock your team’s potential?
