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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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Lead From the Human Side of Technology

.orgSource

That dramatic entrance has changed the role of CTOs. Digital platforms and processes infuse every business activity. Emotional intelligence offers a framework to assess your competency and to begin an intentional growth process. Disruption promises to be a permanent feature of business. EI is not a new concept.

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Best practices for a successful AMS implementation and launch

Nimble AMS

The process takes time, effort, and patience—but the prospect of n ew technology can be one of the most exciting opportunities for your association. Learn how to set the stage for a successful AMS implementation and software launch. Maybe you want to enhance the member experience or to advance staff processes?

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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. Martech changes overnight.

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Nonprofit Volunteer Management: Three Tips to Increase and Maintain Engagement

Nonprofit Tech for Good

Process Volunteers. Onboard and Train Volunteers. Process Volunteers: Now that you have individuals or groups interested in volunteering with your organization, it’s time to get to know them. For some volunteer positions, training may be short as a few minutes, while training for others can take weeks.

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7 tips for preparing your nonprofit for a move to new software

EveryAction

It involves change, which can feel uncomfortable. Update your database policies based on your new software platform (your new vendor or implementation partner should be able to provide some guidance here,) and set aside time for initial and ongoing training. Schedule a training session with them to go over policies and procedures.

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Don’t Let Staff Turnover Affect Your Grantmaking Data Quality

sgEngage

As a grantmaking organization focused on the success of your grantees, it is essential to have a process in place to manage personnel changes—for both you and your grantees—so everyone stays informed and on schedule. This document will help new team members absorb your unique grantmaking process and keep everyone on the same page.

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