ÜBER DIESE EPISODE
Selecting the right system is essential for successful fundraising. Joanna Joslyn, Zuri Group's resident Salesforce savant, started her career building fundraising software for art-focused nonprofits. Many years and multiple degrees later, she's particularly good at optimizing systems with an eye for the nuances of each organization. Listen in as Joanna and Chris Cannon discuss the importance of system selections and how to ensure that the new tool is not only fitting for the organization but also meticulously configured for maximum benefit.
Want to connect with Joanna? You can email her at Joanna@zurigroup.com.
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WEITERE EPISODEN IN DIESEM PODCAST
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So you’ve performed a system selection, prepared your team, and are ready to move to implementation. Now what? In part three of our series on the CRM lifecycle, Zuri Group’s Management Consulting team discusses the major considerations as you move through your implementation. Listen in to learn abo…
CRM implementations are not a sprint, not a marathon, but a triathlon. There are tons of moving parts, forcing you and your team to be dynamic, agile, and intensely prepared. What does it take to set yourself up for success? Tune in for part two of our podcast series on the CRM lifecycle where our …
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