How to move to a proper CRM System if you're still using spreadsheets

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

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