If you’ve ever signed a contract for a new CRM only to regret it a few months later, this episode will help you get the most out of your current donor database (and out of your next one, too).
Paul Morris, a veteran in nonprofit fund development, shares invaluable insights from decades of CRM experience. This episode delves deep into the common pitfalls of CRM implementation and provides practical strategies to avoid costly mistakes and maximize the potential of your CRM to enhance donor relationships and streamline fundraising operations. This wide-ranging conversation also discusses the critical role of negotiating your CRM contract and ensuring that your CRM aligns with the unique needs of your organization’s fundraising strategies.
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