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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. Depending on the CRM’s complexity, you can expand training to cover more advanced features, such as reporting, automation, and customization. These resources can serve as quick references and reinforce what they’ve learned during training sessions.

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Why Continued Training Is Necessary For CRM Success

TechImpact

Whether it be a phone call, email, or direct mail sent out, through a CRM, your nonprofit can track how a person responds to a certain type of communication method, know whether or not they’ve donated, how they’ve donated, and almost anything else you want to track. Your admins need the training the most of all.

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Example Phone Scripts to Use When Asking for End-of-Year Gifts for Your Nonprofit

Bloomerang

But wait—a couple of days later, your phone rings. Then, around the beginning of the end-of-year giving season, steward them with a card, phone call, email, or video to thank them. Here are example phone scripts a staff member can use to ask for a gift: . Here are example phone scripts a board member can use to ask for a gift:

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How to Decide Which Fundraising Software Your Nonprofit Should Use

Nonprofit Tech for Good

2) Training. Fundraising software training is essential to maximizing your investment. No matter how intuitive a system may be, there are always a few questions, tips, and tricks that a training professional can help you with so you get started on a solid foundation. In-person training. 3) Support. Know you’re not alone.

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How Software Training Can Impact Your Nonprofit’s Staff Turnover

Qgiv

The impact of software training on nonprofit staff turnover Three tips for improving software training for your staff Take the next step with your nonprofit’s software training The impact of software training on nonprofit staff turnover How do you keep things running smoothly when you have nonprofit staff leaving?

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Today is National Telephone Day!

VisionLink

billion mobile phones. More than two hundred 211 agencies across the United States offer a team of compassionate, highly trained community specialists who can help you access the best local resources and services to address nearly any need. On April 25th, we observe National Telephone Day. Around the world, there are about 9.8

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Customer Service Training 101

Eric Jacobsen Blog

Whether you are in a new customer service role or simply need some customer service refresher tips, Customer Service Training 101 , is the book for you. My favorite parts of the book include Evenson’s techniques for effective customer service via the phone and for properly responding to customer complaints. What are you doing?