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Thoughts, news, insights and sometimes just random musings.
Join Monday Loves You's CRM Practice Leader, Cassie Dennis for this interactive event on May 1st in Chicago. This hands-on workshop to learn more about making your business grow is part of Crains Small Business Week 2018.  There is no cost for the event - Registration required  and space is limited.
How many customer relationship management (CRM) systems are there out there for B2B sales? More than you'll care to count - which can be daunting if you are trying to answer the question "Which CRM is the best one?" As I said in the first article in this series , the answer truly depends on your specific needs. First things to consider are the size...
The question I get most often about CRM systems for business-to-business sales teams is: "Which CRM is the best one?" My answer is always "It depends". Not what you want to hear, right? But it's true. There are many good customer relationship management (CRM) systems out there. Which one will work for you depends on these 4 things:   1. It was...
Constituent Relationship Management (CRM) is a fancy, tech-ridden phrase that means something quite simple. It helps you organize your people and run a more-efficient organization. It allows scenarios such as: If one person attends a bunch of events, but doesn't give any donations, then you know to ask for donations to him differently. If someone c
There's a delicious plethora of open source CRM systems out in the wild. In this article, we take a look at a few, and give some pros, cons and things to think about for each. To begin a comparison, let's start with SugarCRM, VTiger and CRMery. First, what is open source CRM? Open source means the code (all the stuff that makes software work) is op
Though it can sometimes seem like a lot of work around soliciting an individual donation, they are typically quite informal acquisition processes, you: • Approach the potential donor; • Engage in discussion/provide some information; and, • Ask! You quickly know whether you've got the donation—and even if they say "no", you can sometimes win them ba
It is in the plan this year – FINALLY – to replace your current mishmash of information sources with a new Nonprofit Constituent Relationship Management (Nonprofit CRM) system. It can provide the process improvement to better support your nonprofit or non-governmental organization. No more cobbling together pieces of information from various databa
Long a staple in the business-to-business sales world, CRM systems are databases created to hold information about people relevant to your organization.  Whether you are a business, government agency or nonprofit/NGO, people inside and outside your organization drive your success.  CRM is the way you can manage relationships and measure s