CRM Training Workshop 
The Fundraising Coach
MAY 30, 2025
Use your CRM to identify loyal, long-term donors, particularly those over the age of 55. Many CRMs will offer wealth screening tools that can help identify prospects. Train staff and board members. Consider hosting short workshops where team members can practice having conversations with donors or answering tough questions.
Instrumentl
JUNE 21, 2025
Instrumentl Partner Webinars are collaborations between Instrumentl and its community partners to provide free educational workshops for grant professionals. Click here to save a seat in our next workshop. Subscribe Instrumentl Partner Workshop Slides No items found. And welcome to step up your grant systems for success.
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Tech Soup
JANUARY 4, 2016
Las Vegas, Nevada: Office 365 for Nonprofit Workshop — FREE! Orlando, Florida: CRM Features You're Probably Not Using. — An Inclusive, Interactive Workshop. Naples, Florida: Office 365 Workshop in Immokalee and Online. Hamra, Lebanon: FREE Design Basics Workshop. Wednesday, January 20, 2016.
Tech Soup
OCTOBER 8, 2015
NetSquared organizers are also offering hands-on Office 365 workshops this fall to help small nonprofits set up email with their own domain name. Seattle, Washington: Salesforce Administration — Training for Nonprofit Organizations. Toronto, Ontario: Getting Down and Dirty with Data: Data Management Protocol Workshop.
Tech Soup
SEPTEMBER 6, 2013
For example, a customized CRM (Constituent Relationship Management) system can help the nonprofit better communicate with their constituents, identify recurring donation opportunities and track progress. Other popular applications nonprofits have built using Caspio include: CRM, Task Management, Feedback Form. Subscriptions Service.
The Fundraising Coach
AUGUST 27, 2024
Use a Robust CRM A robust constituent relationship management (CRM) system will aggregate donor data , making it easy to derive insights that could influence your marketing and fundraising strategies. Your CRM will allow you to set permissions, so controls can be placed over different sections and types of data.
Blackbaud
FEBRUARY 26, 2024
Open APIs allow you to connect your CRM data to any platform that supports them. You can also use open APIs—an application programming interface with free access to the public that enables information sharing between two software platforms.
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