After making the important decision to implement a CRM strategy and system for your nonprofit, there are several steps for planning the right approach. From establishing goals and objectives to understanding your current environment and planning and preparing for change, these steps are critical to a successful implementation of CRM.
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Join us as we talk with Lisa Fay Wellek, National Director of JDRF, about how they tackled their strategy for a successful CRM initiative.
In this webinar, you'll learn how to:
• Identify and prioritize your CRM goals and objectives
• Take stock of your existing systems and processes
• Design your organization's future CRM environment
• Plan for a phased implementation of your CRM system
• Communicate with people and coordinate your processes and technology to support your CRM strategy
