How CRM-Savvy Orgs Are Figuring Out The Best Approach & Finding The Best Tools For A 360° View Of Supporters
Friday, July 15th, 2016
11:15 AM - 12:30 PM: Breakout 6
If you have a mature, complex program it's now assumed that you'll choose tools and strategies that can provide that elusive and all-important 360 degree view of your supporters. Is an all-in-one system the only way? Or can you craft a connected "ecosystem" of individual tools that actually works for your unique needs? And how do you know the right 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 that have tackled this challenge, their take on the tools they reviewed, 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 and unlock a fully integrated view of your supporters.
Learning Outcome #1
By attending this session participants will learn:
To take specific steps to assess what strategies and tools you need.
Learning Outcome #2
By attending this session participants will learn:
How to get your organization closer to a 360 degree view of your constituents.
Learning Outcome #3
By attending this session participants will learn:
How each department of a nonprofit benefits from utilizing an effective CRM plan.