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Saturday, March 15 • 1:30pm - 3:00pm
Selecting the Right CRM - and Making Sure Staff Use It Effectively

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Adding a Constituent Relationship Management system can offer an entirely new perspective on the people most important to your nonprofit, but only if it's integrated into your organization culture. The process of selecting and customizing a CRM to meet your needs is only the first step. How can you encourage a positive staff response to your new system, and keep them engaged after it's rolled out?  A panel of experts will discuss the process of choosing and implementing a CRM, and what to do post-implementation to make sure staff use it effectively.

This session is for nonprofit staffers concerned with creating and maintaining a data-focused culture at their organization. Attendees will walk away with: 1) an understanding of the key cultural indicators for a healthy data-focused organization; 2) strategies to create a data-focused culture; 3) connection to a team of participation who are dealing with the same issues you are.

avatar for Elizabeth Pope

Elizabeth Pope

Director of Research and Operations, Idealware
Elizabeth Pope directs Idealware’s software research projects, conducting interviews and product demos, writing articles and reports, and helping to design project methodology. She earned an M.S. in Library and Information Science from the University of Illinois at Champaign-Urbana... Read More →
avatar for Norman Reiss

Norman Reiss

Project Manager, Technology, Center for Court Innovation
As Project Manager at the Center for Court Innovation, I work with technology and research staff to support, enhance and train users of the Justice Center Application (JCA), an in-house application used at multiple demonstration projects to record client assessments and track compliance... Read More →

Saturday March 15, 2014 1:30pm - 3:00pm EDT
Thurgood South
  Tactics, Breakout

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