Routing & Data Validation in Omatic Cloud
Data moves fast. Not all of it is ready for your CRM. When bad records slip through undetected, your team finds the errors later, in reports, in donor outreach, in decisions made on numbers that weren’t right. With Omatic Cloud, you set the rules for what gets in, clean data moves automatically, and anything that needs a closer look is surfaced for your team before it ever reaches your database.
You decide what gets into your CRM. Omatic makes sure it happens.
Your CRM is only as trustworthy as what goes into it. Omatic Cloud gives you full control over that process, letting you define exactly what clean data looks like for your organization and how much human review you want applied along the way. Clean records move automatically. Everything else waits for your team to decide.
Compatible with Raiser’s Edge NXT, Salesforce, Virtuous, and more, Omatic Cloud was built for nonprofit teams who know that catching an issue before it reaches the CRM is far better than finding it after. Your standards, applied every time data moves.
Your Data, Moving with Confidence
Here are a few of the ways nonprofit teams use Omatic Cloud to keep their CRM clean and their team in control.
Set the Rules. We’ll Handle the Rest.
Your organization has standards for what good data looks like. Omatic Cloud lets you define exactly what criteria incoming records need to meet before they’re written to your CRM. Set your parameters once and Omatic Cloud applies them automatically every time data moves.
Clean Data Moves. Automatically.
When records meet your criteria, they move to your CRM without anyone having to touch them. Your team stays focused on the work that matters while the clean data flows through on its own, accurate, complete, and ready to use.
Fix Data Before They Become Problems
Sometimes records need a second look. Rather than letting them slip through or stopping the whole process, you can isolate them automatically and surface them for review. Your team sees only what needs attention and decides what to do with each one.
Avon Old Farms School Fast-tracks Prospect Research and Donor Outreach Using Omatic Cloud
Making this investment in Omatic has given us time back to focus on other projects.
