Wild Apricot

DECEMBER 21, 2017

Sales Ops Metrics & KPIs. Performance Metrics Analyses. Selection of Key Sales Metrics to Adopt. Training & Development (Coaching and Mentoring). Customer Relationship Management (CRM) Platform. Administer, synchronize and optimize technology stack including CRM. Sales Ops: Table of Contents.

IT 161

IT Metrics CRM Contracts 161

Gail Perry Group

FEBRUARY 6, 2025

Set up peer mentoring for new team members. Here's what you can do: You can facilitate a shift to proactive fundraising by setting metrics around regular, personal contacts. So often, leadership sets metrics in place solely focused on dollars in and new donors. You can: Consider role playing ahead of an asking conversation.

Metrics 52

Metrics Training Mentor Fundraising 52

NextAfter

JULY 27, 2022

Especially for small organizations that don’t have a lot of staff bandwidth (such as youth service organizations that need mentors and food banks that fight against hunger), volunteers are instrumental in their success. This is a metric that you’ll need to track throughout a volunteer’s history with your organization.

Management 52

Management Metrics CRM Grant 52

Center for Major Gifts

FEBRUARY 3, 2025

Look at their giving capacity, philanthropic history, and personal interestsa task made easier by prospect research tools and a well-maintained CRM. Whether its a family who gained access to essential services or a student who found a mentor, humanizing the impact builds an emotional connection.

CRM 52

CRM Proposal Mentor Readiness 52