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Ep. 16: Three signs you’re ready to move CRMs

Your nonprofit wants to optimize your digital engagement programs, make them more efficient, and expand them into new channels, and you want to do it all with support from the right platform—but how do you manage a project like that? We asked our friend Maureen Wallbeoff to tell us about her process.

Watch Ep. 16: Three signs you’re ready to move into a new nonprofit CRM on YouTube.

Please note: This vodcast was originally produced by EveryAction, now a Bonterra solution. As a result, it features outdated branding, and you may hear references to products that have been renamed.

    Donor Engagement
  • Video
  • Nonprofits
  • Digital communications & marketing
  • Fundraising ideas