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• CRM Tracking leadership development
  4. When switching CRM’s or tweaking your current system to work better for you, onboard new sta ** Starting to use Powerbase; wants to talk about the shift of using a new CRM
  6 KB (966 words) - 17:24, 24 July 2019
• Introduction to Managing Your Supporters with a CRM
  [[Category: 2013 Sacramento]][[Category:CRM]]
  70 bytes (8 words) - 21:09, 4 May 2016

Page text matches

• Constituent Relationship Management
  * Katie: when not to do a CRM ==What a CRM is==
  854 bytes (141 words) - 18:22, 4 May 2016
• Selecting a Database as a Membership Organization: A Case Study
  * David – CPEHN, custom 10 year old website CRM hybrid [[Category: 2013 Sacramento]][[Category:CRM]]
  516 bytes (58 words) - 21:02, 4 May 2016
• Introduction to Managing Your Supporters with a CRM
  [[Category: 2013 Sacramento]][[Category:CRM]]
  70 bytes (8 words) - 21:09, 4 May 2016
• Resources to Share
  * http://www.civicrm.org/ambassadors - learn more about Civi CRM
  1,022 bytes (154 words) - 21:10, 4 May 2016
• CRMs
  * Civi CRM and Powerbase- what focusing on TODAY * Jack recommends Civi CRM
  7 KB (1,093 words) - 19:03, 4 May 2016
• Action items
  * I will follow up with Lisa about needs assessment for CRM. * I will follow up with Lisa about my CRM needs.
  3 KB (458 words) - 22:57, 3 May 2016
• Data Stewardship Fresno 2018
  ...Salesforce, moved over to Microsoft CRM, talking about building their own CRM What even is CRM?
  5 KB (749 words) - 21:29, 5 July 2018
• Original mobile technologies
  * import into CRM system to followup by email ==CRM Integration==
  6 KB (916 words) - 20:40, 4 May 2016
• CRM Tracking leadership development
  4. When switching CRM’s or tweaking your current system to work better for you, onboard new sta ** Starting to use Powerbase; wants to talk about the shift of using a new CRM
  6 KB (966 words) - 17:24, 24 July 2019
• Agenda Mind Map
  === CRM === * How to start a CRM database. How to choose a CRM
  12 KB (1,840 words) - 20:27, 4 May 2016
• Drupal
  [[Category: 2014 Richmond]] [[Category:CMS]] [[Category: CRM]]
  3 KB (472 words) - 19:00, 4 May 2016
• Wordpress
  Integration with civi-crm is complicated, but it's getting there
  3 KB (591 words) - 20:42, 4 May 2016
• 2019 Los Angeles Agenda
  * '''[[CRM Tracking leadership development]]''' - Lisa
  4 KB (551 words) - 17:34, 24 July 2019
• Commitments
  *I will respond to email follow-up as are: file management, needs assessment, CRM, etc., Lisa.
  4 KB (713 words) - 18:53, 4 May 2016
• How to adopt and use open source tools Fresno 2018
  CiviCRM as CRM choice
  4 KB (638 words) - 20:23, 5 July 2018
• 2016 Watsonville Agenda
  * '''[[CRM 2.0]]''' : Lisa : How to decide different CRM pathways. What informtaion do we want to collect, how do we want to collect
  10 KB (1,441 words) - 18:07, 4 May 2016
• Individual Commitments
  * I will request CRM demos from 3 different sources before choosing a database software. -Nancy * I will review website/CRM budget to see where we are at. -Pam F.
  11 KB (1,827 words) - 20:13, 4 May 2016
• Agenda Brainstorm Sticky Notes
  * How do you choose a CRM? * How do you move from a local constituent database to a cloud based CRM? budget? considerations? pros/cons?
  12 KB (1,980 words) - 21:09, 4 May 2016
• 2014 Los Angeles Agenda
  * [[CRM - client relationship management]], Lisa Rau, [http://www.confluencecorp.co
  6 KB (801 words) - 20:11, 4 May 2016
• 2013 Sac Agenda
  * [[Introduction to Managing Your Supporters with a CRM]], Facilitated by CiviCRM
  6 KB (783 words) - 20:58, 4 May 2016

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