In marketing, it's important that your dollars are well spent and placed. To that end, CAUSE + EFFECT Strategy and Marketing (CESM) specializes in providing in-depth insights and marketing strategy to clients. As VP of Client Service & New Business Development, Michael Sutton came from a lengthy tenure as a consultant in the nonprofit fundraising business. In 2014, along with his partners, he started CESM to build a data analytics firm to help companies, especially nonprofits, use data to influence all decisions made when developing a marketing plan. Originally working in Excel, Michael worried about it being too time-consuming with little flexibility, which was hiding insights. The move to Sisense gave CESM greater visibility in addition to dropping the effort involved in development by a factor of 60.
Sisense is a game changer for our business because it becomes a case study for us and a story to tell.
Michael says data streams included CSV, Excel, or Salesforce along with donations over time, who gave how much, when they gave it, and in what fundraising program. What may have looked like a very straightforward, neat, and organized Excel document from a foundation, actually possessed a great deal of insight that could be derived from it if the data was manipulated strategically. Michael’s goal was to dig into what donations amount to loyalty, how contributions come in, renewal rate, weight of attrition, and much more.
On top of this, because CESM is looking at time series data and is able to look at time analysis, like seasonality or cycles of giving, there were even more insights to be discovered. However, after many days of work, all Michael could say was, for example, “in 2006, your renewal rate was 60%.” Looking at data that was static, he was unable to go further without putting a lot more effort into it. It was time to find a better solution, and that is where Sisense came in.
With Sisense, it’s the depth of information and speed of obtaining it that I think are the two greatest assets.
Many nonprofits use Raiser’s Edge or similar software to track and report on fundraising. While powerful, these tools require an understanding of SQL, which handicaps several companies. In addition, once the raw data is received, it has to be distilled and understood, which can take days.
simply shifted and was given to another department. Once leadership saw the whole picture, the problem was solved. However, under normal circumstances and without CESM, the client would not have developed a 3D view of their data, greatly affecting the outcome.