Our Customers

Cause IQ for Consulting firms

Identify specific market segments, gain insights for client services, and maintain internal CRM data quality


JacksonRiver
Charity Dynamics
Sapient
PNP Staffing Group
CliftonLarsonAllen
CauseLabs

How consulting firms use Cause IQ

  • Find organizations in their target market based on nonprofit revenue growth and other characteristics
  • Analyze specific characteristics (e.g., employee growth) to see how organizations compare to one another
  • Identify CEOs, directors of operations, and others, along with their contact information
  • Save and monitor their searches to stay up-to-date on their current clients and/or prospects

Data sources for consulting firms

Researchers Organization and personnel profiles with a human touch, including manually-researched descriptions and categories

Form 990 Detailed organization financials and vendor characteristics, in addition to relationships with other organizations

Secret sauce Classification of mission, vision, structure, activities, NAICS codes, and NTEE codes

Website Analyzer Which tech products an organization is using to run their website and marketing campaigns

Data Partners Other companies that provide additional details on organizations and their key personnel

Personnel Watcher Notifications on when personnel get hired or leave an organization, individually or across market segments

Tools and integrations for consulting firms

Find specific market segments in the Search Interface for marketing campaigns or strategic analysis
Easily identify trends in the Analyze Tool, which can summarize information on thousands of nonprofits at once
Generate reports of key personnel and their organizations with the Export Tool, and even include contact information in the reports
Make quick work of webinar or tradeshow lists with the CSV Upload Tool to narrow down attendees to just the target market
Compare clients to their peers with the Benchmark Tool to provide insights to clients and prepare proposal responses

Curious how Cause IQ can help consulting firms?
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