4 Steps to a Healthy CRM Intervention
Year-end is the time of year when your database should SHINE. Be it annual report lists, donor totals, yearly performance reports, year-end tax statements (taxable and nontaxable), internal performance reports, revenue growth comparison, and other important tasks.
If your database doesn’t SHINE, it’s time for a CRM Intervention to find out why.
4 Steps to a Healthy CRM Intervention takes you through thought-provoking questions and tutorials for each step in the CRM database intervention process. This White Paper will help you identify what’s important to your organization, prioritize your needs and set you on a path for optimal donor engagement.