Switching Nonprofit CRMS Doesn’t Have to be Scary
Neon CRM
JULY 12, 2023
If they have workarounds or outside systems they are using, make sure to document those. For new clients who are onboarding, it’s an added layer of support that pairs with our one-to-one consultations to create a hybrid learning experience. Ask people about their day-to-day workflow in regard to your current CRM.
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