19NTC Session

Solving the CRM + Email + Website Equation

The landscape of CRM and communications technologies is confusing and constantly changing. In this session, intended for development, marketing, and communications professionals, learn how all these different technologies fit together, and how they contribute to your fundraising and communication success.

Learn what CRMs do and why it’s valuable to integrate these systems. Consider specific systems, including Salesforce and Raiser’s Edge, and describe common integrations and constellations of systems. You’ll emerge with a practical understanding of the opportunities for integrating your CRM, website, and email.

Learning Outcomes

  • Understand how CRM, email, website, and other online engagement technologies fit together, and how you can use them
  • Learn about CRMs, eCRMs, databases of record, APIs, and integration methods
  • Plan for getting these technologies talking to one another at your organization

Suggested Tags

CRMData and MetricsEmailWebsite


Isaac Shalev


Sage70, Inc.

Known to his clients as “The Data Therapist,” Isaac helps nonprofit organizations with technical expertise, human sensitivity, and quiet confidence. Isaac has over a decade of experience leading non-profit organizations, offering strategic consulting, and guiding organizations to greater achievement and greater wisdom.

Sage70’s clients include foundations, state agencies, higher education, and nonprofit organizations. If you’re ready to make data and technology work for you, Sage70 is your partner.





March 15, 2019


10:30am – 11:45am



CFRE Credits

NFR - 1.25

Collaborative Notes

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Session Evaluation

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