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Data Survey

We recommend this survey is taken by the person who understands your business needs and is familiar with your CRM setup. Please have your CRM open before you begin the survey - we will ask you for various field names and occasionally screenshots of data. This helps us ensure accuracy.
Please have your CRM open before you begin the survey--we will ask you for various field names and occasionally screenshots of data. This helps us ensure accuracy.
If you are a Blackbaud customer, please provide supporting screenshots from RE NXT web view, not the database view.
If you have any other questions or need help completing the form, you can reach out to your Implementation Manager.

About your organization

Organization Name

Your Name

Your Role

Your Email Address

Which CRM does your organization use?

Data Review and Documentation

For each compatible CRM, Momentum has standardized, default data objects that we display, with additional data mapping to be completed during onboarding.
We're going to walk through some core data objects together to ensure your Momentum donor records include all of the information your fundraisers need at their fingertips--and only that information.

Learn more about which data we sync for your CRM here:

Virtuous CRM
Salesforce NPSP
Blackbaud's RE NXT

Here is a sample donor record in Momentum:

https://storage.tally.so/db3c5564-6cf4-46c8-9a6c-55a8107ceb8a/Screenshot-2025-12-08-at-3.11.38-PM.png

Individual Constituent Records

This is the record type in your CRM where you store information related to an individual donor or prospective donor (as opposed to a household, business, or other account record type).

Which field do you use when addressing donors in an outreach? Please provide the exact field name from your CRM.

Which field do you use when addressing donors in an outreach? Please provide the exact field name from your CRM.
A
B
C
D

Do you have any important fields that your fundraisers regularly use when tailoring an outreach or planning for a meeting? (beyond primary contact information, giving history, constituent codes/attributes/tags, events, and engagement activity history)

Important Fields Y/N
A
B

Do you have any custom data objects in your CRM? (this would be a data object which you have created and is not standard for your database)

Do you have any custom data objects in your CRM? (this would be a data object which you have created and is not standard for your database)
A
B

Does your team maintain donor bios or donor summaries?

Does your team store donor bios?
A
B
C

Is there anything else we should know about how you use or configure individual constituent records?

Fundraiser Assignments

This section dives into how you track the portfolio of donors and prospects assigned to each fundraiser.

Do your Momentum users have assigned portfolios?

Do your Momentum users have assigned portfolios?
A
B
C
D

Is there anything else we should know about how you use or configure Fundraiser Assignments or portfolio segmentation?

Action Logging and Contact Reports

Now we'll explore how your team stores donor touchpoints and meeting/call notes.

Do your frontline fundraisers reliably log actions to the database?

Do your frontline fundraisers reliably log actions to the database?
A
B
C
D

Please review our documentation on email logging and let us know how you would like to configure your Outlook/Gmail-CRM sync.

Please review our documentation on email logging and let us know how you would like to configure your Outlook/Gmail-CRM sync.
A
B
C
D

Do your fundraisers document their donor meetings, commonly referred to as a Contact Report?

Do your fundraisers document their donor meetings, commonly referred to as a Contact Report?
A
B

Is there anything else we should know about how you use or log donor touches/actions?

Gift Records & Opportunities

Do you have any important or custom gift fields that you refer to frequently? (Not including fund, campaign and appeal)

Do you have any important or custom gift fields that you refer to frequently? (Not including fund, campaign and appeal)
A
B

Do you use your CRM to track targeted or expected gifts from donors you are actively managing?

Do you use your CRM to track targeted or expected gifts from donors you are actively managing?
A
B
C
D

Is there anything else we should know about how you use or configure donations?

We're at the finish line!

Do you have any other comments on your data architecture that you haven't shared already?