How to setup a killer CRM that drives successful fundraises stream with Jason Yeh
One of the most impactful things anyone can do for a fundraise is setup a killer CRM system ASAP. Your CRM should be in place far in advance of formally kicking off a fundraise. If setup correctly, it will drive the preparation process as well as the live fundraise. In this workshop, I will walk through the steps to setup an effective CRM using your tool of choice and begin driving results in your fundraise.