Modern constituent relationship management platforms, the complex data volumes they produce, interdependent information management processes, and the technical competencies needed to coordinate all of these can, at times, be daunting even to the most sophisticated organization. Barker & Scott Managed Services specializes in alleviating any or all of these challenges.


A key challenge facing all modern organizations is constituent management. Gone (or certainly dying), for example, are the days of one-to-many communication, marketing, and fundraising appeals to captive audiences. Today’s constituents are empowered by powerful, interconnected technologies that have turned the entire enterprise-constituent dynamic on its head.

As a result, it is incumbent on nonprofit organizations to develop more intimate and informed one-to-one relationships with their constituencies, be they donors, volunteers, advocates, members, partners, etc.

B&S-MS-CTAFortunately, there are a number of sophisticated constituent relationship management (CRM) platforms able to help these organizations identify, understand, engage, and optimize those constituencies in whichever way(s) they interact with the organization. Alas, these platforms demand a degree of technical competency that, at times, can be difficult for many nonprofit organizations to manage. That’s where Barker & Scott Managed Services can help.

Regardless of the platform, Barker & Scott can provide hands-on CRM services to create and execute campaigns, aggregate and analyze data, provide deep segmentation services and much, much more. In short, Barker & Scott is able to provide emergency or long-term support for industry-leading CRM platforms for customers that may not have the time, resources, or expertise to manage these platforms themselves.

It is no secret to the nonprofit community that technology is key to mission success. But due to resource, budget, or time constraints, many of these organizations occasionally require hands-on support. That’s where our managed services has proven particularly helpful until these organizations are ready to take the reins. – Lisa Scott, Co-Founder

Barker & Scott Managed Services extends beyond hands-on CRM support. Across an organization, Barker & Scott can assist with a variety of technology services including interim CIO placement, tactical planning and support for any of our industry’s mainstream CRM systems, project management support, and much more.

  • CRM Platform Management, including:
    – Best-Practice Software Configuration
    – Donor and Gift Data Entry
    – De-Duping and Data Cleanup
    – Campaign Setup and Execution
    – Production Operations (acknowledgements, pledge reminders, imports and exports, etc.)
    – Queries, Reports, and Analytics
    – End-User Training and Support
  • Project Management
  • Change Management
  • Information Technology Governance Models
  • Interim CIO Services

Best of all, Barker & Scott is able to bring an industry best practices’ approach to such endeavors, ensuring not merely that our customers’ CRM operations are efficiently planned and implemented, but that those operations leverage our thought leadership to deliver maximum results.