Finding the Perfect CRM
During this session we will cover:
· Overview of products available in market
· Six common misconceptions/pitfalls/roadblocks faced
· Stakeholders to involve in the process
· The ten-step CRM search process
· How to get your leadership and board to buy-in and approve the investment
· Steps to implement the CRM
Course Outcomes:
Attendees will leave the session with a ten-step CRM search process and a clear idea of the types of infrastructure required to conduct a CRM search
This course is suitable for:
· Leadership of universities, schools, non-profit and social purpose organisations
· Advancement Services, Supporter Services and Donor Services Managers
· Data managers
· Board members
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Date: Thursday 20th May 2021
Time: 11am-12:00pm (AEST)
Price: Free
Course level: Beginners/Intermediate
Course Outline:
During this session we will cover:
· Overview of products available in market
· Six common misconceptions/pitfalls/roadblocks faced
· Stakeholders to involve in the process
· The ten-step CRM search process
· How to get your leadership and board to buy-in and approve the investment
· Steps to implement the CRM
Course Outcomes:
Attendees will leave the session with a ten-step CRM search process and a clear idea of the types of infrastructure required to conduct a CRM search
This course is suitable for:
· Leadership of universities, schools, non-profit and social purpose organisations
· Advancement Services, Supporter Services and Donor Services Managers
· Data managers
· Board members
I