It is Virtuous' policy to keep one EIN per Virtuous CRM+ database. This ensures that each organization has clear Contact management, reporting, marketing, and data security within each database.
- Contact Management: Queries, Automation, and Segmentation could be performed natively in Virtuous CRM+, saving staff time and creating efficiencies for data operations and the marketing team.
- Reporting: Reports specific to each organization are easily kept separate, and Metabase can be used to summarize reports across both organizations.
-
Integrations: Virtuous CRM+ supports integrations on a 1:1 connection, so organizations could have 2 total integrations set up, one per instance.
- For example: With QuickBooks, setting up the integration in each Virtuous CRM+ instance allows for automatic transfer of donation data into 2 separate QuickBooks accounting instances.
- Data Security: This diminishes the need to use special Organization Groups or field level security.
- Marketing: This ensures that organizational emails are sent to the correct Individuals as users work in a specific database instance to perform this function, providing the ability to have organization-specific analytics.
- Automation: This allows full adoption of one of the key advantages of the Virtuous CRM+ app. Virtuous CRM+ Automation can run as designed, as donor totals would be accurate to the specific organization they support. Centralized giving totals will provide efficiency and reduce staff time accessing this information.
- Data Conversion/Separation: Should data need to be migrated or moved, each organization’s data can be easily identified and exported.