202 Getting a Good Return on Your CRM Investment

202 Getting a Good Return on Your CRM Investment

If you've implemented a new nonprofit CRM or database recently, you've done a lot of hard work - but it's not over yet! The first six months after your migration are critical to getting a good return on your investment. This course will help you focus on the right things and develop a concrete plan to manage your new system effectively!

Course Outline

This is a self-directed on-demand course. You will go through the following modules in this course:

  • Module 1. You’ve Got a Shiny New System - Now What?
  • Module 2. User Adoption & Documentation
  • Module 3. Data & Reporting
  • Module 4. System Governance & Maintenance
  • Module 5. Wrap up and Certificate

Learning Objectives

Upon completing this course, you will be able to:

  • Evaluate the migration project
  • Describe what happens during the post-launch period
  • Make a 6-month action plan
  • Describe the change management theory
  • Recognize the methods to support people as they learn and change business processes
  • Update the internal business processes accordingly
  • Define the path to becoming a data-driven organization
  • Describe common types of reports
  • Use data to improve the engagement performance
  • Describe the CRM governance models
  • Create your own system working group
  • Address common database issues effectively

On-Demand Self-Directed Learning

In this course, you are going to learn at your own pace by going through the interactive presentations and completing the practice activities.

Guest Experts

Maureen WallbeoffNonprofit Digital Strategist & Technology CoachBiography