From Scratch: Developing a New CRM Training Program to Engage Fundraisers

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Has your organization recently converted to a new CRM software, or are you planning to? Are your Fundraisers thrilled about it?! Join us, as we share insights from our journey in creating an entirely new and remote CRM training program, and how it created fundraiser buy-in, even two years after implementation. Topics will include creating training materials, class structure and encouraging participation.

Katalina Williams

Prospect Management Strategist

University of South Florida

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From Scratch: Developing a New CRM Training Program to Engage Fundraisers
Recorded 08/28/2023  |  60 minutes
Recorded 08/28/2023  |  60 minutes Has your organization recently converted to a new CRM software, or are you planning to? Are your Fundraisers thrilled about it?! Join us, as we share insights from our journey in creating an entirely new and remote CRM training program, and how it created fundraiser buy-in, even two years after implementation. Topics will include creating training materials, class structure and encouraging participation.
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