CRM Download Training 
Blackbaud
JANUARY 24, 2025
Is your nonprofit or school getting the most from its fundraising CRM? Many organizations use CRMs to track donor information, but most are missing out on the benefits that come from integrating them with their other software. When you link your existing tools with your CRM, it becomes more than just a place to store data.
Blackbaud
AUGUST 12, 2024
Where does your constituent relationship management software (CRM) fit into that culture? The Power of a CRM-Centric Culture Reflecting on my 20-plus years of working with nonprofit organizations, I can point to one pivotal era that underscored the importance of a CRM-centric culture: the pandemic.
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Blackbaud
JANUARY 28, 2025
It should allow you to send ad hoc emails from within the system and synchronize data with your donor management CRM and fund accounting systems. Ensure you can get in-person and online training during implementation, ongoing training and support, and collaboration tools to connect you with the vendors higher ed user community.
GiveSmart
NOVEMBER 1, 2024
Step 2: Implement Best Practices Year-End Giving Campaign Tips and Ideas The more resources, training, and accountability you provide to your team of ambassadors, the more money you will collect. Download our expert-written Year-End Fundraising Appeal Templates for FREE and get started on empowering your supporters.
Blackbaud
SEPTEMBER 18, 2024
CRMs and Technology Ecosystems We then focused on the CRMs and technology ecosystems nonprofits have in place. Most participants shared that their nonprofit has a CRM solution. Attitudes towards CRMs are also similar across regions. Download each regional report for free to explore these findings in more detail.
Blackbaud
AUGUST 7, 2024
To do a fund accounting implementation process right, there is a good amount of organization, data clean-up, and training involved. Are the staff members who will use the software trained in nonprofit accounting? What resources, training, and support will you and your team need through the implementation and beyond?
Tech Soup
SEPTEMBER 29, 2011
As I look back, one of the things we dreaded most was wrapping up after each webinar – particularly the time-consuming task of getting registration and attendance data out of our webinar platform and into our CRM system. Quickly send webinar or training invitations right from the contact record.
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