Finding the CRM Solution for You

Wednesday, October 9, 2019

Registration is closed. This workshop has been cancelled.

8:30 - 9:00am - Networking and Coffee
9am - Noon - Workshop

Half-Day Workshop: $90

About this session:  Your nonprofit interacts with a lot of people--from program participants to donors to volunteers to board members. A good Constituent Relationship Management (CRM) solution lets you track and analyze those relationships in meaningful ways. But if your broadcast email, fundraising software, volunteer databases, and all the other systems you use to interact with constituents aren’t sharing relevant data with your CRM, are you sure you have an accurate picture? CRM Integration is the process of connecting those systems so they can pass data back and forth, giving your staff a more holistic view of your organization’s interactions in order to improve fundraising, outreach, program delivery, and reporting.

In this session we will explore the elements of a CRM solution and help you sort through the complexity to decide on a solution that fits your organization’s needs.

Who Should Participate:  Senior leadership, development, and marketing staff

About the Presenter:    John Suffern, Account Executive, Cloudbakers

Always ahead of the technology curve for new business applications, John joined Cloudbakers in 2018 to achieve his goal of joining a forward-thinking organization which applies new technology to solving customers problems.

John earned his bachelor's degree in business administration from Beloit College where he also competed for four years in basketball and was voted captain for two years. John has continued his professional development completing Professional Selling Skills, Miller Heiman Strategic Sales Courses, became a board examiner for the Illinois Foundation for Performance Excellence and earned his Google Analytics Certification in 2017. He has been active in his community earning a U.S. Department of Justice Distinguished Service Award, Homeowner’s Association President, and Chicagoland Green Collar member.