The power of the Forum Network is the expertise, insight and advice that is shared among the 250+ staff nationwide and there is nothing like meeting face-to-face with the only people who really understand the work that you do every day. This extended session will bring together the staff of regional and national philanthropy-serving organizations (PSOs) for professional development and invaluable networking. It is intended for staff positions of all types.
12:00 - 1:00 pm: Lunch
Connect with old friends and make new ones over lunch.
1:00 - 2:30 pm: Maximize Your Organization's CRM
Speaker: Brian Pickett, Founder & Senior Consultant, North Peak
How can you maximize both your personal use and your organization's use of your customer relationship management (CRM) system to understand your members better? What can you achieve when you have a better idea of your members' interests and levels of engagement? In this session you’ll learn how to maximize your organization's CRM to achieve your goals.
2:30 - 4:00 pm: Job Alikes
One of the most popular features of our conference each year, Job Alikes are roundtable discussions organized by key topics in PSO operations that will allow you to dig deeper into the challenges and opportunities you face on a daily basis and share tools, resources and lessons learned.
|Presentation Slides- Maximize-CRM_NorthPeak.pdf||134.7 KB|