Free Webinar: CRM Integration Basics for Nonprofits

Thursday, September 6 from 1:00-2:00 PM Eastern

Is your nonprofit missing out on opportunities or efficiencies because your data is too scattered?

Integrating the tools that comprise your Constituent Relationship Management (CRM) system—which include the databases where you keep broadcast emails, donor data, case histories, event registrations, and other information—might help. But undertaking an integration project without first understanding the typical costs, benefits, and steps is a risky endeavor.

Join us for this free webinar and learn about the process of connecting those systems so they can share data. We’ll provide an overview of the research behind Idealware’s publication, CRM Integration for Nonprofits followed by an interactive panel discussion. You’ll learn:

Register below and submit a question for the panelists. We’ll also take additional audience questions during the live webinar.

CRM Integration Basics for Nonprofits
Thursday, Sept. 6, 1-2 PM Eastern

This webinar is free thanks to the generous sponsorship of Network for Good.

About Our Experts

Eric Leland, Idealware Expert Trainer and Moderator

Eric has spent two decades working with progressive organizations and businesses tackling online and offline technology challenges. He’s a founding partner of FivePaths (fivepaths.com), a technology firm that offers strategic technology consulting, information architecture, and web CMS and CRM platform development expertise to each project. Eric is very active in nonprofit, philanthropy, and technology circles, having served as co-chair to the Young Nonprofit Professionals Network in San Francisco, on the National Advisory Board for the Addiction Technology Transfer Center, and as a member of NTEN and the Tech Underground.

Lisa Lane, Panelist 

Lisa is CEO and founder of Nonprofit Garden, LLC. She has been working with nonprofits since receiving her MBA in 1993. She focuses on the effective use of technology, data management, and business processes. In 2001, Lisa was living in Silicon Valley and working at Stanford University. She saw the upcoming industry need for an independent fundraising advocate that also  understands technology. Lisa believes in finding cost-effective solutions and ensuring technology and culture are combined to maximize efficiency for nonprofits. Lisa has worked with
such clients as Claremont McKenna College, Seattle Parks Foundation, the Chicago Architecture Foundation and various Habitat for Humanity chapters.

Michael Grandel, Panelist

Michael is the Director of Business Intelligence at the National Aquarium, where he leads the organization-wide data strategy, manages the CRM, and oversees a team of database administrators and developers. He is a certified Salesforce consultant, administrator, and platform application builder.

Other Info

Please register with the email address where you would like to receive the access code and dial-in information for the online seminar. Be sure to add training@idealware.org to your contacts to ensure meeting details do not get caught in your spam folder.