Carl Bloom Webinar: Stop Guessing - When to Fix or Replace Your Fundraising Tech
Are you getting the most out of your fundraising tech?
Is it time for a CRM selection?
Our very own, Jena Schaefer Blaustein and Charity Jovanovic joined Christina McPhillips of Carl Bloom Associates to talk about fundraising technology, especially your donor database or CRM, Customer Relationship Management System. If you’re wondering if you’re leveraging the full functionality of your CRM system or if it’s time to think about new technology, Jena and Charity shared a few tips:
Understand what success looks like before embarking on a CRM selection.
Check-in with your team about what is working and what is not - it could be a process problem not a technology problem.
Leverage the tools in your CRM to audit your data and functionality.
If you missed the webinar, you can watch the full conversation here.