March 21st, 2023 / 1:00 pm - 2:00 pm
Cleaner Data for Better Results: How to Maintain a Healthy Nonprofit CRM
Speaker(s): Sarah Lalonde
Date: Tuesday, March 21, 2023
Time: 1:00-2:00 pm EDT
Cost: Members: $15 +HST; Non-Members: $25 +HST
Location: Zoom. The link to join will be included in your registration confirmation email.
DESCRIPTION:
Have you hit roadblocks while managing nonprofit data?
Messy data causes mistakes that your organization can’t afford. In this session, our CRM experts will demonstrate data procedures that keep your team members and new hires on the same page.
So let’s get you cleaned up!
Join us to reach optimal data health:
- Best practices for consistent record creation
- Rules for data with special circumstances
- Preparation for quick & accurate reporting
- Tips to avoid embarrassing payment mistakes
- Standards for user security & sensitive data
Plus, you’ll receive a copy of our Clean Data Checklist for Nonprofits as a thank-you for attending – and it’s yours to customize!
