Sage70 Services
Independent Strategy & Technology Consulting for Nonprofits
Since 2011, Sage70 has served as a trusted partner for nonprofit leaders seeking clarity in a complex technology landscape. We provide expertise on overall strategy, technology, data, and analytics to support each organization’s unique mission and goals.
Strategy Consulting
We help nonprofit leaders and teams move from uncertainty to action by building practical implementation plans to overcome challenges.
Comprehensive Organizational Assessments
We have the experience and expertise to provide solutions across operations, fundraising, and programs.
Custom Strategic Frameworks
We deliver tailored transformation plans, not one-size-fits-all packages, designed for your specific scale and capacity.
Change Management
Strategic guidance on the human and cultural shifts required for successful digital adoption.
Technology Consulting
Sage70 can guide you through selecting the technologies that will support your mission.
As an independent technology adviser, we have no financial affiliations with CRMs or software companies, ensuring our recommendations are selected for fit, not affiliation.
Platform Selection & RFPs
Expert evaluation and vendor comparisons for Salesforce, Blackbaud (Raiser’s Edge), HubSpot, Microsoft Dynamics, and donor management systems.
NIST-Based Security Assessments
A specialized audit of your security posture based on National Institute of Standards and Technology (NIST) guidance, customized for nonprofits.
System Audits & Integration
Aligning your CRM, BI, ERP, fundraising, marketing, and communications tools to deliver new capabilities.
Data & Analytics Consulting
Move beyond data collection to actionable insight. Our consultants integrate disparate systems to establish a unified source of truth, allowing you to measure and report on your most critical performance indicators.
KPI Definition & Reporting
We identify and build Key Performance Indicator (KPI) reporting tailored to your specific nonprofit vertical.
Actionable Dashboards
Transforming raw data into visual tools that support confident, data-informed decision-making.
Systems of Intelligence
Implementing digital feedback loops that connect your email, web, and donor management data for a 360-degree constituent view.
“Sage70 quickly got to the heart of a lot of our problems with both our CRM and Accounting Systems. I definitely recommend them, as they understand nonprofit needs and can quickly help improve the systems needed to operate efficiently.”
Patrick Koepele, Executive Director, Yosemite Rivers Alliance