baltimore Buildings
baltimore Buildings
baltimore Buildings
20NTC Session Proposal
Fundraising

Treat Yo Self to a New CRM

Description

Your nonprofit has had it with your current CRM/database and is ready to move on to something new. You’ve got budget, buy in and high hopes, but where do you even begin? Christina Schnoor, the Director of Digital Fundraising at Anera, felt the same way, and she knew she was going to need help making the right choice. Join us as Christina pulls back the curtains on her recent CRM evaluation and selection project presented with hilarious Parks & Rec gifs and memes to LITERALLY make this process less scary. If you’ve ever wondered how to do this yourself, we’ve got secrets to share to help prevent you from picking the wrong system. This is a platform agnostic session with valuable tips for organizations of every size!


Learning Outcomes

  • Decide if you should stay with your current CRM/database or look for a new one.
  • Learn the four steps in a simple, effective software evaluation process.
  • Get tips on how to make sure you pick the right product for your team or organization.

Target Audience

Anyone thinking about or wanting to make the switch to a new CRM/database and doesn't know where to start.

Additional Speakers

Maureen Wallbeoff

Tags

Case StudyCRMDatabaseProject Management

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