Old donor data is a risk your Board can measure and reduce
Equitable Philanthropy and EP Law have released a free Donor Data Retention Policy template for Australian charities. Blaze Your Trail’s Retention Clock helps Boards...
The Key to Clean Data: Clear Record Ownership
One of the core pillars of our approach is actionable record ownership. When records lack proper owners, data quality degrades. Our dashboard provides great insights to ensure every record is accounted for, keeping your databases clean and reliable.
Smart Automation to Eliminate Manual Work
Our newly updated Unmanaged Package takes data hygiene a step further by automating tedious administrative tasks. Once installed and configured, the system uses custom automation to intelligently manage your connections:
One flow automatically updates the Primary Contact on an Account if only one current affiliation exists.
Another flow automatically updates the Primary Affiliation on a Contact if only one current affiliation exists.
If multiple affiliations exist, the system smartly pauses, requiring a user to manually verify and decide the correct primary connection. This ensures complete accuracy while saving your team hours of manual data entry.
Comprehensive Visibility Across Your CRM
The Wall of Zeroes isn't just a simple dashboard; it provides a comprehensive view of your data health. By leveraging custom reporting across critical objects—including Accounts, Opportunities, Contacts, Organisation Affiliations, and Duplicate Record Sets—we give your team a 360-degree view of potential data conflicts and duplicates before they become a problem.
Ready to transform your data quality and automate your workflows? Contact us today to learn more about implementing the Wall of Zeroes Dashboard!
