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Nonprofits, Discovery Gets Your CRM Implementation Started on the Wrong Foot. Here’s What To Do Instead.
For nonprofit development directors, a robust CRM system is your key to squeezing out every juicy bit of donor data possible to help you make those big asks and achieve your organization’s fundraising goals. Not having a robust CRM equals not having deep insight. And that lack of deep insight leaves you unable to easily…
Kickstart Your Nonprofit’s CRM Transformation and Leave Training in the Dust
You’re the CIO of a nonprofit and your organization just purchased a shiny new CRM system. It’s time for implementation and training. The stakes are high to make the most out of this investment. To succeed, you know your CRM implementation needs to get off on the right foot by scoring early user buy-in and…
Got CRM Buyer’s Remorse? Beat it Back By Getting Real With Your Nonprofit’s Operations
It strikes many nonprofit leaders after they’ve bought a new CRM system: buyer’s remorse. The pang of regret hits when staff and leadership alike become overwhelmed during the CRM implementation process. The solutions the CRM system would solve sounded aspirational and realistic during the sales process, but now look to be drifting even farther away….