Where do all the People Live: Choosing the Right Tools to Track Your Data

As organizations grow and mature, they come into contact with more and more people. The challenge becomes to understand which of these contacts are still relevant and how you can maintain contacts to keep them relevant.

A CRM (customer relation management) system is a way to keep track of your interactions with supporters and keep track of how they are interacting with you. The benefit that these systems provide to non-profits is to track donors, segment communications based on support level and track when a supporter changes their level of engagement so you can reach.

With all these benefits you should be good to go; however, these systems range in costs and functionality. This session helps introduce you to these systems and what questions you need to start asking to choose the system that fits the best with your organization.

Suggested donation: $5.

Agenda:
5:30-6:00: Doors open. schmoozing, coffee, and snacks
6:00-6:05: NetSquared welcome
6:05-7:00: Presentation by Brad Oldham (w/ Q&A)
7:00-7:30: Mingling, talking about next steps

Brad Oldham

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Brad is an electrical systems engineer with a love for nature and hardcore data. One of his passions is teaching other to embrace the data in their work and make it work for you.

As Project Manager at Popular Change (http://www.popularchange.org/), Brad plans and manages both voter driven and media driven campaigns using modern techniques and project management.