CRM whisperer Ellen Bristol will show you how to get the most out of your system. You will learn how to use data to maximize the value of your donor relationships.
What You'll Learn
- What information should you track?
- How can you create custom reports?
- What donor reports should you generate?
- How can you ensure all pledges have been honored?
- How will tracking pipeline performance identify bottlenecks?
- What actions should you take in response to results?
Training Overview
Donations are hiding in your CRM. Unlock the data to improve fundraising results.
Your CRM:
- Keeps all the information about your funders in a central place
- Identifies untapped opportunities
- Provides insights into fundraising successes you can emulate
You need to learn what it’s tracking, how to get reports, and how to interpret the data. With the right information, queries, and follow-up, you will find hidden donations.
- What information should you track?
- How can you create custom reports?
- What donor reports should you generate?
- How can you ensure all pledges have been honored?
- How will tracking pipeline performance identify bottlenecks?
- What actions should you take in response to results?
Who Should Attend?
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Expert Presenter
Ellen Bristol
- Founded Bristol Strategy Group in 1995
- Thought leader in managing the performance of the revenue-generating teams in nonprofits, B-Corps, and social enterprises
- Developer of the Fundraising the SMART Way™ methodology
- Designer of the long-term research project The Leaky Bucket Assessment for Effective Fundraising
- 20-year career as a major-account sales representative for Fortune 50 companies
- Repurposed the most meaningful and proven disciplines of strategic sales management to the nonprofit sector
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