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
0
Organization Mission
Program Focus Areas
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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
Bee's Believers
1-Hour Consultation
Other
Environment
I'd like advice on the first steps of how to structure my non-profit. We're getting consulting work, so wondering how funds should be divided amongst the people helping. Various...
Posted November 08, 2024
Social Impact Studio.AI
1-Hour Consultation
Copy writing/editing
Civil Rights & Social Justice
I would like to present an early draft of an intro/pitch deck for potential corporate sponsors. It would be valuable to hear feedback to help streamline the content, understand...
Posted
Good Apple Initiative