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Implementation and Training FAQs

Volunteer Hub

Listen to the full audio recording In this interview, we cover the most frequently asked questions about VolunteerHub implementation and training, as well as provide insights into what new clients can expect during the process. These questions have been answered by Matthew Murphy, our Implementation and Training Manager.

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Nonprofit CRM Training: Empowering Your Team to Manage Data

Greater Giving

In this guide, we’ll provide four CRM training best practices. Highlight key features and functionalities that will be useful for the employees in their day-to-day work. Depending on the CRM’s complexity, you can expand training to cover more advanced features, such as reporting, automation, and customization.

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How to Decide Which Fundraising Software Your Nonprofit Should Use

Nonprofit Tech for Good

Rather than compare nonprofit CRMs by the “ease of use” category alone, it’s important to analyze those particular fundraising software features that are currently causing you headache. As you investigate, be sure to ask specific questions about setup, like: Do you have an onboarding team devoted to delivering full data conversions?

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How nonprofits can get the most out of LinkedIn’s free features 

Candid

Leveraging free platforms and features is one of the best ways to make a budget go further—but I know that these tools are only helpful if you can quickly get up to speed with how to use them. Then, ask them to follow your nonprofit’s LinkedIn Page and encourage them to share important posts by utilizing LinkedIn’s “Notify employees” feature.

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A nimble approach to training and customer success

Nimble AMS

As you narrow your list of potential AMS vendors, be sure to consider their approach to training. Here’s how Nimble AMS training helps ensure your staff knows how to use your new association management software to the fullest. That’s why the Nimble AMS team offers a full range of training resources for every member of your staff.

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To Get Close to Members, Follow MarTech Trends

.orgSource

And staff training will ensure that everyone has insight into their numbers. A freelance expert can train current staff and get your organization up to speed. Make space to give your current staff the time and training they need to become engagement specialists. But—you can’t know, what you don’t know.

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7 steps to advance your volunteer program with your online member community

Nimble AMS

Host volunteer training Ensure your member volunteers are prepared for their roles by providing adequate training. Consider using your online member community to conduct volunteer training sessions either by facilitating virtual discussions or by creating online videos where members can watch and react.

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