Big Nonprofit Ideas for the Other 95%
[EPISODE] Manage Your Programs With A CRM and Co-Learning For Your Programs
Manage Your Programs With A CRM
The right CRM can help you run day-to-day program operations: track client relationships and outcomes; host trainings; manage certifications; organize transportation; and more. Our panel was recorded at 19NTC and they’re Jake Grinsted from Simply 360; Leah Kopperman with Keshet; Kai Williams at The International Wildlife Rehabilitation Council; and Medha Nanal from Top Cloud Consulting.
Co-Learning For Your Programs
This 19NTC panel encourages you to look at a more collaborative training culture, which pushes the bounds of who is the educator. They’re Debra Askanase at Oracle NetSuite; LaCheka Phillips with TechSoup/NGOsource and Kevin Martone from JCamp180.
Tony begins the show by introducing his four person panel. All four guests give their takes on the importance of managing your program with Constituent Relationship Management (CRM) databases and their own experiences with this in the nonprofit world. They explain that CRM’s can be used for any kind of relationship your nonprofit has with your constituents, a major one being fundraising. There are certain systems that work better with different purposes.
Kai talks about the importance of using different systems. Despite this, there are certain CRM’s that can work to overlap all your data, which Jake says can make your staff’s life easier. Tony gives each guest a chance to tell a story about CRM from their professional life. Medha explains when her company, Top Cloud Consulting, moved to CRM it completely changed their organization system. Kai explains that before implementing CRM, The International Wildlife Rehabilitation Council, would often lose important data. This is no longer a problem. Leah who works for Keshet said they use CRM to improve marketing, receive feedback and choose which areas across the country to target. Jake, with Simply 360, talks about the benefits that CRM’s give to constituents themselves.
Tony starts the conversation back up after break, by introducing Kevin Martone and LaCheka Philips. LaCheka talks about her billing process and how to cut down the time it takes to get everything organized. Debra Askanase talks about staff training, co-learning, and getting people on the same page. Tony talks about who we should be “learning from” and questions if we should be learning from the people with an MBA. Debra says to ask the people what they want to get out of training experience. LaCheka talks about the roadblocks and thinking about how much time everything is going to take.
Tony talks about the pros of everybody learning from everybody else. Tony continues to talk about the way that everybody learns differently. His continues by talking to Kevin about audience members, and what’s going to capture them. Kevin talks about how everything comes down to preparation. LaCheka talks about the struggle of trying to retain all the information, and how everyone can contribute in a seminar. Debra continues by talking about setting expectations in the beginning and having a structure for co-learning.