Charity CRM Training

Learn how to overcome the technical and cultural barriers of CRM adoption, and select the right database for your charity.

This CRM training session will equip your small charity or non-profit with the tools, skills and confidence you need to make CRM software work for you. We’ll be starting with the basics, running through key definitions and best practices before giving some live, interactive examples of a CRM workflow in action. Engagement and questions throughout are encouraged as to give you as many useful takeaways as possible.

What will you learn from this training?

This is a half-day session and your key takeaways will be:

• Gain a greater understanding of how CRM can benefit your organisation and stakeholders
• Learn the skills, tools and confidence you need to integrate and maintain a CRM
• Take part in a live CRM demonstration
• Learn how to overcome common objections and win support for CRM integration within your team and senior management

Who is this training for?

The session is ideal for those working with data, crafting supporter journeys or responsible for internal and external comms. It may also be of interest to decision-makers such as trustees who wish to know more about the process of integrating a CRM into the organisation.

Register your interest in this event using the form on this page.