FREE Email Course – How to Choose Your Org’s Next CRM System
Sign up today!
Is your org in the market for a new constituent database platform?
Maybe the current system isn’t cutting it anymore. Or maybe this will be your org’s first one.
Either way, implementing new tech is a big deal. And if you haven’t led this kind of charge before, you may be wondering:
• How do I find & compare different options?
• What should I be looking for?
• Where do I start??
I know what it’s like to be in this position. It feels as if you need a consultant advising you, an assistant keeping you organized, and a cheerleader encouraging you to keep going…all at once!
That’s where this course comes in. We’ll take that big, daunting task – finding your org’s next system – and break it down into specific, actionable steps.
Once you sign up, you’ll receive 5 email lessons spread over the course of 2 weeks. That way, you have time to digest & act on each day’s lesson.
By the end of this, you should walk away with:
• A process for researching & evaluating different platforms
• A framework for incorporating your org’s needs into your search
•A better understanding of what to consider before committing to a vendor
Sound helpful? Then sign up here!
You’ll receive the first email shortly!
IN THIS COURSE
☑ Next steps at the end of every lesson
☑ Free templates to help you organize
☑ Concise & digestable lesson material
☑ A human behind every email, to respond to questions
Day 1: Getting Organized
Day 2: Identifying Needs
Day 3: Evaluating Platforms
Day 4: Scheduling Demos
Day 5: Making the Decision