CRM 101: Manage Your Constituent Information with Ease
Event Details
Do you work with tons of supporters but cant keep track of who is who? Is your current database tool broken or too difficult to use? Do you spend too much time engaging your software technical support rather than your constituents? Join us to learn the benefits of Constituent Relationship Management (CRM) systems, how to understand what you need out of a new CRM, and take a look at some CRM tools that may be right for you. We will look at:
- What is a CRM
- How CRMs can help you engage your constituents and supporters
- What to ask yourself when considering a CMS for your organization
- CRM tools and resources to get you started
Presented by: Eric Leland has spent the last 13 years
working with progressive organizations tackling online and offline
technology challenges both on staff and as a consultant. As a
consultant with Leland Design and a founding partner of FivePaths,
Eric focuses on strategic technology planning, website and database
planning and development for progressive health and human services
organizations, human rights and environmental advocacy groups. Eric
served as the Director of TechCommons at TechSoup.org, one of the
nation's most comprehensive nonprofit technology assistance
organizations. Eric managed nine technology activists seeking solutions
to systemic nonprofit technology issues, leveraging the latest online
tools to engage nonprofits and solution providers to contribute to
lasting solutions.
Eric is very active in nonprofit and technology circles. He serves as
the co-chair to the Young Nonprofit Professionals Network in San
Francisco (ynpn.org), and as a member of the Graphic Alliance, the Tech Underground and the Nonprofit Technology Enterprise Network.
Event Materials
webinar_CRM101_slides.pdf
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