• EXHIBITOR-SPONSORED SESSION: 12 CRM Features Every Foundation Needs

    * This is a traditional panel versus a more informal roundtable.

    Customer relationship management (CRM) is a hot topic in software planning. Whether you call it customer or constituent relationship management, it has superpowers you don’t want to miss. CRM can do more than record transactions. It can create and track communication activities using all your devices. It can automate many routine tasks to streamline your work, enabling you to focus on nurturing more relationships. It can show all the ways someone is involved with your work—not just capture names and addresses.

    Participants will learn about:

    • Relationships as the core of grant and donor management, even when handling CRM manually
    • Integrating information in ways that matter
    • Utilizing technology to improve stakeholder relationships
    • The differences among CRM products

    Presenter: Henry A. Bromelkamp, President, Bromelkamp Company LLC

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    Location: Date: March 12, 2019 Time: 3:45 pm - 5:15 pm Henry A. Bromelkamp