Improving Nonprofit CRM Data Management in 2019 - Build Consulting and Community IT Innovators Webinar

ImprovingNonprofitCRMDataManagementin2019
An “Ask the Experts” Series Webinar
Interact
Ask questions via chat.
Focus
Avoid multitasking. You may just miss the best part of the
presentation!
Webinar Recording and Slides
Links to the recording and slides will be shared after the webinar.
Invested
Work exclusively with nonprofit
organizations; have served over 1,000.
Strategic
Help our clients make IT and IS decisions
that support mission.
Collaborative
Empower you to make informed choices.
HowBuildleadsinthesocialgoodsector.
Build
Teams
Build
Projects
Build CIO
Kyle Haines
Partner
Build Consulting
Sarah Lewis
Database Administrator
Build Consulting
Jo Butler
Nonprofit CRM Manager
Build Consulting
Transformation
is critical to
your success.
Successful transformation involves...
Leadership and
Governance
DataOperations Process Technology
AndNow…YourQuestions!
Question1
HowdoIgetmyorganization tounderstandhow
importantourCRMdatabaseis?
Question2
Whataresomekeytrendsthatyousee
happeningintheCRMspacethispastyearand
whatshouldwebeplanningfor?
Question3
Themarketingdepartmentispushingusto
changeCRMs,theydon'tseemtounderstand
howdifficultthatwouldbe.Whatshouldwebe
communicating?
Question4
WeactuallyhavetwoorthreedifferentCRMs,
oneforsupportservices,oneforvolunteers,and
TheRaiser'sEdgefordonors.It'samessandno
oneseemstocare!
Question5
Wearegettingreadytodoawealthscreening.Is
thereavendorthatyouguyslike?
Question6
Wejustlostourdatabaseadministrator,what
shouldwebelookingforinhiringanewone?
Question7
Beforeourdatabaseadministratorleft,shelefta
hugelistofthingsthatneededtobecleanedup,I
havenoideawheretostartandhadnoideathat
ourdatabasewassomessy.
Question8
I'mneverabletogetthereportsthatIneedfrom
myfundraisingteam.Isithowourdatabaseis
structuredoramIaskingthewrongquestions?
Question9
SometimesIjustwanttostartfromscratch,with
ablankdatabase.Wecan'tdothat,butwheredo
westart?
Our Blog buildconsulting.com/blog
Learning Resources buildconsulting.com/learning
Newsletter buildconsulting.com/newsletter
Formoreinformation…
Continuetheconversationvia…
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buildconsulting.com/contact
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Improving Nonprofit CRM Data Management in 2019 - Build Consulting and Community IT Innovators Webinar

Notes de l'éditeur

  1. Welcome to our webinar for February 2019, presented as a partnership between Build Consulting and Community IT Innovators. In this webinar, Build Consulting’s panel of experts will be answering the questions you submitted regarding Improving Your Nonprofit’s CRM Data Management in 2019. You can read more information about this topic in our blog – a link will be provided near the end of this webinar – and if your specific question wasn’t addressed during today’s session, please contact us for an answer—links for contact methods also to appear near the end of this webinar.
  2. Before we get started on the webinar, here are a few housekeeping notes….
  3. Now, a little bit about Community IT and Build Consulting. We both work exclusively with nonprofit organizations to help them make information technology and information system decisions that support their mission. We have a collaborative approach, empowering our clients to make informed choices for their organizations.
  4. Community IT is focused on providing outsourced network management and technical support services. Build Consulting leads in the social good sector by providing three types of services. We serve as part-time or in interim Chief Information Officers for nonprofits. We perform business process, technology, and data projects – ranging from strategic assessments and tech roadmaps to system selections and implementations. And with Build Teams, we provide outsourced data managers with deep Development operations experience and nonprofit CRM expertise.
  5. My name is Peter Mirus, and I’m serving as the moderator today’s discussion. I’m happy to welcome three of my colleagues from Build Consulting who will be serving as our panel of experts for today’s session.
  6. We received roughly 20 excellent questions, in advance, from registrants, which we boiled down into nine that we’ll plan on answering during this session. If we have extra time, we’ll take additional live questions from the audience. We had [XXXX] number of registrants and have [XXXX] number of live attendees today! Thanks for your participation! This is an informal, collaborative discussion –if you would like a more comprehensive answer to a particular question, or that speaks more directly to your individual situation, please contact us and we’ll be happy to dialogue with you.
  7. Community IT is releasing a Cyber Security Incident Report in March, which will also be the topic of its March webinar. Join Community IT next month as CTO, Matthew Eshleman, walks through the inaugural Nonprofit Cybersecurity Incident Report. This report will look at the different types and occurrences of attacks that occur at small and mid-sized organizations. They’ll also share the security improvements that will provide protection against the most common attacks