Sunday, August 20, 2017

Join us for breakfast & breakthroughs!

CRM Improves Day-to-Day Operations For Nonprofits


Nonprofits have a lot of relationships to juggle day-to-day. That’s obvious. What’s less obvious is the most effective way to organize and utilize the data attached to those relationships so they can better serve the people they work with. They could be clients, donors, volunteers, partners, or any combination of those roles. How are those people categorized? How can the information for one person remain consistent across multiple roles?

The breakthrough: CRM.

What is it?

Customer Relationship Management (CRM) is a category of software that helps businesses and nonprofits organize all the data attached to clients and customers. With CRM, all that information is stored in one spot, and a client can be assigned multiple roles at once. This gives users a 360 view into the ways they can better connect with that client.

See CRM in Action

Join us for breakfast on Tuesday, August 29 at the Blandford Nature Center from 8:00 to 10:00am. Amanda Winn and Melissa Block from the Children’s Healing Center will discuss their experiences with implementing CRM, how it benefits their nonprofit today, and how it will impact their future. DPT will also share how CRM can streamline and simplify day-to-day operations in nonprofit organizations--ultimately saving them time and money.

Who Should Attend?

Executive Directors, Development Directors, Program Directors, Operations Managers, Board Members, IT Support, and others in the nonprofit industry are welcome to attend. 


Get a little more out of your breakfast and register today! We’ll have strong coffee and great info!

Eventbrite - How Nonprofits Leverage CRM to Improve Day-to-Day Operations


Want to invite a colleague or client? Click to download an invitation