CRM

Relevant Skills
Published Date
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CRM Selection
We have an advisor well versed in Salesforce, but before we decide on which CRM, I'd like to get more input from someone with expertise in CRM (who doesn't get paid to promote one CRM or another) and knows nonprofits' general needs.
We need to transition from using disconnected Google docs and sheets to an integrated CRM with mass email, newsletter, volunteer mngt, donor and potential donor tracking, and other capabilities as we grow our online communities (see learninglife.info for more about us).
Learning Life
Location
Gaithersburg, MD
Website
http://learninglife.infoMember Since
Sep 2021
Completed Taproot Plus Partnerships
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Opportunities
1-Hour Consultation
Marketing Strategy
Youth Development
We have a social media marketing project that includes a sample campaign we would like to list on Taproot. However, we are not sure how to effectively communicate the deliverables...
Posted
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1-Hour Consultation
Public Relations
Youth Development
We have a social media marketing project that includes a sample campaign we would like to list on tap root. However, we are not sure how to effectively communicate the...
Posted
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1-Hour Consultation
Accounting & Finance
Education
Mountain Top Explorium is working to update our accounting process and procedures. We are currently using a cash based accounting method in QuickBooks which requires us to report...
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