CRMs for Nonprofits: Abandoning Excel for a grown-up CRM

NetSquared Vancouver
CRMs for Nonprofits: Abandoning Excel for a grown-up CRM
CRM for Nonprofits

It can be difficult for smaller organizations to follow expert advice and best practices for adopting and optimizing supporter relationships with a customer relationship management (CRM) platform.

When is the right moment to make the leap from a spreadsheet or ad hoc system to a CRM solution? And, which platform is the right fit for your organization?

Darren Barefoot hosted a series of  interviews with people who have confronted all sides of the CRM question: from within orgs and as consultants to them.  You’ll learn about when to adopt a CRM and what questions to ask to make the right infrastructure decisions for their organizations.

Hosted by Darren Barefoot @dbarefoot
Presented by NetSquared Vancouver @net2van
Venue partner HiVE Vancouver @hivevancouver

@lexstoymenoff - Alexis Stoymenoff
@brentonwalters - Brenton Walters
@e_tegui - Elena Inurrategui

Sponsors: @iatspayments @VCN_Community @techsoupcanada @NTENorg

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About admin

Eli strives to be a connector - the interstitial tissue that holds the muscle of a community together. He's been a volunteer manager, an event organizer and a digital campaigner. Basically he'll take any gig that allows him to enable a group of passionate people to create things they love. Currently he's the NetSquared Community Manager supporting a global volunteer network of 50 monthly meetups for the nonprofit technology sector. Together they hold over 450 events per year.