Webinar: Choosing the Right CRM Strategy for Your Local Organization

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Choosing the Right CRM Strategy for Your Local Organization

Date: Tuesday, March 3, 2020
Time: 2:00 - 2:45 PM EST
Cost: Free

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What kind of functionality does your Customer Relationship Management (CRM) database have?

This webinar will help Development Teams, Back-Office Teams, and Executives evaluate the differences between using Andar/360 as their CRM, using Salesforce as their CRM, or using both options concurrently. We will discuss the data management opportunities available and uncover the pros and cons of each one.

After this webinar, attendees will be able to more carefully assess what their local organization’s needs are and clearly identify the challenges that are preventing them from operational efficiency.

Topics the webinar will address:

  • Does your database support all of your reporting needs?
  • Does your database integrate with other tech tools you’re currently using?
  • Is your database costly to manage and maintain?
  • How is your data synchronized?
  • Do you have consistent data standards between your technology platforms?
  • Do all the departments in your organization use the same database or work in silos from each other?
  • Are your resource development teams limited by a lack of information in their database?

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Your panelist for this webinar is:

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Eric Crammond, Director of Business Development at Andar Software.

It’s Eric’s privilege and life’s work to serve United Ways with their technology needs. Starting in the rural Midwest and later moving to Urban Washington DC, Eric’s Social Work career has spanned from direct service drug counseling and case management to macro-level strategic planning for the long-term success of nonprofit organizations.