Deciding on a CRM Tool: An inside look into helping your Non-Profit grow

Evaluating a CRM system is like going to the dentist. You know it’s necessary, but most people put it off for as long as possible. Unfortunately, just like with oral care, the longer you wait, the worse problems get.

Join us as we help you gear up to make your CRM implementation as painless as possible. In addition to a discussion on planning/preparation best practices, the Hands Across the Bay team will share with you how they’ve gone from spreadsheets to sophistication in just a few months.

Agenda:

1. Introduce the concept of a CRM, why it’s needed and some of the key components to getting started with one – 25 minutes
2. Nonprofit/HATB team talk a little about how the experience has been so far and any benefits – 20 minutes
3. Q&A

***Not sure what a CRM (Customer Relationship Management) tool is? Check out this Wiki overview - https://en.wikipedia.org/wiki/Customer_relationship_management***

Facilitator Bio:
This webinar will be facilitated by AJ Hawley. AJ has been spent the last 8 years working in the Microsoft Dynamics 365 environment, planning and implementing projects of all sizes. Initially beginning his exposure to Dynamics as a Business Analyst, spending several years assisting companies with planning and documenting their D365 implementations. He has since evolved into a functional independent consultant using the Power Platform to build tailored solutions that streamline business processes, automate repetitive tasks and increase the amount of meaningful work within an organization.