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20NTC Session Proposal
Fundraising

Attention, CRM Shoppers! Advice From Independent Experts

Description

Searching for a new CRM is hard, especially as organizations grow in size. Are you hoping to find the holy grail all-in-one system that will meet all your needs? Or are you considering a complex integration of a constellation of systems? How do you know which questions to ask to help anticipate your needs BEFORE you even pick new tools or technology? With questions like these, it’s hard to know where to start!

We’ll share insights from experts who have tackled this challenge, their take on the tools they reviewed, and the strategies that had to be in place before they figured out the best tools, and offer recommendations for a smart process that can help your organization identify unlock a fully integrated view of your supporters


Learning Outcomes

  • Compare different models for CRM and data management
  • Learn about CRM implementation models
  • Learn how to vet and assess specific CRM products

Target Audience

Development, Advancement, and Operations professionals considering new CRM systems

Tags

Change ManagementCRMDatabaseStrategy