Training Track: Fundraising & Finance
Topic of Workshop: data, CRM, technology
Title of Workshop: CRMs and Nonprofits - a Great Match!
Workshop Description: This workshop will discuss challenges you may face with your current or planned CRM system, and what benefits you can look forward to as you work to implement or optimize your CRM. Phrases like "single source of truth" and "data governance" will take on new meaning, and you'll be excited by the possibilities for expanded out-reach and increased funds in-flow from connecting many parts of your operations into a single system.
Learning objectives:
- How to make the case to your board or leadership team for adopting a CRM solution
- How to decide when to pull in outside expertise when implementing or upgrading your CRM
- How to approach building your data foundation
