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Quorum Professional Services

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.

Quorum Professional Services: Selected Offerings

Focus on the big picture while our team handles the details.

Quorum’s team of experts will…

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.