Professional Services for Public Affairs

Focus on building a winning strategy while Quorum’s team of experts handles your day-to-day tasks.

• **Get more from Quorum: **With thousands of hours of experience, Quorum’s Professional Services team will bring deep industry and product knowledge together to ensure you get the most out of Quorum, and that you have the exact workflow and tools you need.
• **Achieve your goals faster: **See value from your subscription faster than ever. The Professional Services team will set up effective workflows, prepare and upload your data, build your reports, and more so that you can hit the ground running.
• **Spend your time working strategically: **Let the Professional Services team turn your public affairs vision into reality by taking on manual tasks (like data cleaning) or more advanced work (like stakeholder mapping) — so you can stop sweating the details.

Stakeholder Engagement Enhance your legislative engagement strategy with tailored stakeholder mapping and ongoing strategic support. Get customized mapping frameworks, quarterly progress reviews, and auto-updating dashboards that help guide your strategy and ensure your success.

Legislative & Regulatory Tracking Monitor critical policy action with ease thanks to targeted tracking boards and comprehensive workflow design from Quorum’s team of professionals. Get expert support measuring the scale and success of your legislative and regulatory advocacy thanks to customized reports, dashboards, and quarterly reviews.

Grassroots Advocacy Drive more impact and enhance your program effectiveness with help from Quorum’s team of experts. Optimize your advocacy program with services for benchmarking advocate engagement, setting up effective campaigns, and turning data-driven insights into a winning grassroots strategy.

Impact Report Templates Showcase your organization’s impact and priorities and enhance your legislative reporting with fully customizable Impact Report templates created by Quorum’s team of experts. Get quarterly reviews to ensure your Impact Reports resonate with your stakeholders and illustrate your impact.

PAC Compliance Services Focus on growing your PAC and driving contributions, and trust your compliance to Quorum’s experienced team. Our team of experts can ensure your PAC data is accurate, your transactions are reconciled, and your compliance reports are filed correctly and on time.

Integration Management Set up flexible and reliable integrations via API, SFTP, SSO, and more. Ensure your data goes exactly where you need it to with Quorum’s powerful integrations, including three different levels of Salesforce integrations.

Features

• **Stakeholder Mapping & Advocate Benchmarking: **Categorize contacts according to level of engagement and provide recommendations on how to build stronger relationships.
• **Legislative & Regulatory Tracking Support: **Set up your legislative tracking process with customized keywords and comprehensive workflow design to help you get real-time insights.
• **Interaction & Meeting Logging Optimization: **Create fields for optimized note logging, fine-tune fields, and report on the impact of your meetings.
• **Action Center Design & Campaign Creation: **Build and enhance grassroots landing pages, as well as build and activate effective grassroots campaigns to drive engagement.
• **Impact Report Template Creation: **Create customizable, data-backed one-pager templates to showcase your legislative impact, including information on key officials, bills, campaigns, and more.
• **PAC Compliance: **Ensure your PAC data is accurate, your transactions are reconciled, and your compliance reports are correct and filed on time.
• **Data & Duplicate Management: **Maintain and optimize a contact database with Quorum’s sophisticated CRM tool, and merge or purge suspected duplicates.
• **Reporting & Insights: **Deep dive into your data, identify insights, and communicate reporting summaries to help you improve your strategy.