This is the fifth installment in our “CRM Options for Enterprise Nonprofits” series. In this webinar Heller Consulting’s Founder and Chief Strategy Officer Keith Heller shares proven CRM best practices based on his years of experience advising and leading organizations on their CRM journeys.
Also presenting are Steve Birnbaum, Vice President of Sales and Kelly Sallander, Business Analyst for ClearView CRM, the advanced fundraising platform from SofTrek. They demonstrate how nonprofits can use ClearView CRM’s donor relationship management, reporting and business intelligence, and operational tools to help their organization connect their fundraising channels for maximum effectiveness.
View the video below to learn the strategies and technology that leading organizations use to raise money and serve their mission.