Improving Nonprofit CRM Data Management in 2019 - Build Consulting and Community IT Innovators Webinar

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Join Community IT Innovators' partners Build Consulting's development, fundraising, operations, and CRM experts, for an “Ask the Experts” February 2019 webinar. We offer ideas and answer participant questions on how to take your donor data management to the next level.

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ImprovingNonprofitCRMDataManagementin2019
An “Ask the Experts” Series Webinar

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Webinar Recording and Slides
Links to the recording and slides will be shared after the webinar.

Invested
Work exclusively with nonprofit
organizations; have served over 1,000.
Strategic
Help our clients make IT and IS decisions
that support mission.
Collaborative
Empower you to make informed choices.

HowBuildleadsinthesocialgoodsector.
Build
Teams
Build
Projects
Build CIO

Kyle Haines
Partner
Build Consulting
Sarah Lewis
Database Administrator
Build Consulting
Jo Butler
Nonprofit CRM Manager
Build Consulting

Transformation
is critical to
your success.

Successful transformation involves...
Leadership and
Governance
DataOperations Process Technology

Question1
HowdoIgetmyorganization tounderstandhow
importantourCRMdatabaseis?

Question2
Whataresomekeytrendsthatyousee
happeningintheCRMspacethispastyearand
whatshouldwebeplanningfor?

Question3
Themarketingdepartmentispushingusto
changeCRMs,theydon'tseemtounderstand
howdifficultthatwouldbe.Whatshouldwebe
communicating?

Question4
WeactuallyhavetwoorthreedifferentCRMs,
oneforsupportservices,oneforvolunteers,and
TheRaiser'sEdgefordonors.It'samessandno
oneseemstocare!

Question5
Wearegettingreadytodoawealthscreening.Is
thereavendorthatyouguyslike?

Question6
Wejustlostourdatabaseadministrator,what
shouldwebelookingforinhiringanewone?

Question7
Beforeourdatabaseadministratorleft,shelefta
hugelistofthingsthatneededtobecleanedup,I
havenoideawheretostartandhadnoideathat
ourdatabasewassomessy.

Question8
I'mneverabletogetthereportsthatIneedfrom
myfundraisingteam.Isithowourdatabaseis
structuredoramIaskingthewrongquestions?

Question9
SometimesIjustwanttostartfromscratch,with
ablankdatabase.Wecan'tdothat,butwheredo
westart?

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