How to move to a proper CRM System if you’re still using spreadsheets
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Talk Details
“CRM” can come across as a scary subject. You may have heard others in the sector about it and how CRM can help you “go digital” and help you be GDPR compliant – but going from conversation with a colleague through to actually getting one can feel like a terrifying prospect.
In this session, we’ll take a jargon-free look at the whole topic of CRM for charities, and discuss:
- What CRM can help with (and what it doesn’t do)
- How to decide if you need a CRM
- How should we build a business case for CRM?
We’ll also answer the pressing questions that you won’t usually hear from providers:
- How much does it all cost?
- Which charity CRMs are best for our organisation?
- What are the key learnings from your session?
In this session, you’ll learn:
- If you need a CRM for your organisation
- How to build a business case for CRM
- How to choose a CRM (and which providers to look out for!)
Speakers
Chris Houghton
CEO
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