From Frankenstein to Fabulous: Streamlining a small nonprofit’s CRM
Like many small nonprofits, the biggest problem for the DC Bar Foundation was not that they didn’t have a CRM, but that they didn’t use it consistently. Some staff used it, others never touched it. There was no SOP manual to ensure users employed a common logic in the system. What was meant to be a time-saver became a time-suck from a lack of oversight and structure.
In this session, you’ll hear the first-hand experience of how the Executive Director of the DC Bar Foundation looked CRM culture change in the eye and paved a way for organizational change. From working with a consultant to prioritize and simplify data architecture, to surviving the doldrums of data cleaning and hygiene, to creating a staff training program in basic CRM use, this session will prove that any small nonprofit can take its CRM from Frankenstein to fabulous.
- Take home enhanced confidence and ability to determine where your organization stands on the path to effective CRM use
- Understand more clearly the necessary ingredients to promoting organization-wide respect and adoption of your CRM
- Take home some quick fixes for ensuring your staff and colleagues begin to use your CRM effectively