Center Events

Lunch & Learn - Databasics: Getting the Most from Your CRM

The venue for this program has been changed to The Nature Conservancy. Lunch will be provided.

Thinking about making a switch to a new CRM?

Looking for best practices for the platform you currently use?

If you're a small or medium-sized nonprofit looking for solutions to your CRM data puzzle, this lunch is for you!

Samantha Shirley from Charityproud will share her expertise and resources to help you understand where to begin, CRM essentials, data essentials, best practices, and more.

Questions to Ask Yourself

  • Has my staff had proper training on my current platform?
  • How would I rate the accuracy of my data?
  • What are my organization's needs and non-negotiables?
  • Is now the best time to change platforms?
  • Do I have an understanding of all of the moving parts of my office?
  • What are my goals and how does my data and CRM support those?

About the Presenter

Samantha Shirley is the Director of Business Development at Charityproud, an online donor management system that allows you to access your information anywhere, anytime. Backed by nonprofit and tech industry professionals, Charityproud anticipates your needs and provides an easier way to evaluate your donors, donations, campaigns, events, and analytics to increase donor engagement and giving.

Learn more about Charityproud.

Registration and networking will begin at 11:30 AM and the presentation will begin at 12:00 PM.

Date/Time: Thursday, February 21, 2019 - 11:30am to 1:00 pm
Location: The Nature Conservancy , Concord
Fees: $10

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