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Finding the Right CRM - Christine Robertson

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Manage episode 412142862 series 2995298
Content provided by NonProfit Hub. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NonProfit Hub or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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When it comes to choosing a system to manage donors, relationships, and donations effectively, and the results can be overwhelming! A quick Google search of "nonprofit CRM systems" will give you more options that you could have imagined, and each one sounds like it could be the answer to all of your development woes. It can be a dauting task to find the right one, but today's episode may help you do just that! Nonprofit Hub Radio podcast host Meghan Speer sits down with our guest Christine Robertson to look at questions everyone should ask themselves in the process. She has some great tips for picking the system just right for you!
Christine Robertson has a strong non-profit CRM background with software experience at varying levels in the Raiser's Edge, Allegiance, eTapestry, Little Green Light, Virtuous, Altru, BB CRM and Bloomerang. With over eight years of experience as a Raiser's Edge consultant and work as a donor database administrator prior to that, Christine has worked with a wide range of non-profits across the verticals as well as around the world . She is also a seasoned speaker, having shared her expertise on monthly giving, data management, and other topics at various conferences, including bbcon 2017, bbcon 2018, and bbcon UK 2019. When she steps away from her computer, Christine enjoys exploring local parks, baking, and watching British murder mysteries with a good cup of tea.

Get free nonprofit professional development resources, connections to cause work peers, and more at https://nonprofithub.org

  continue reading

150 episodes

Artwork
iconShare
 
Manage episode 412142862 series 2995298
Content provided by NonProfit Hub. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by NonProfit Hub or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Send us a Text Message.

When it comes to choosing a system to manage donors, relationships, and donations effectively, and the results can be overwhelming! A quick Google search of "nonprofit CRM systems" will give you more options that you could have imagined, and each one sounds like it could be the answer to all of your development woes. It can be a dauting task to find the right one, but today's episode may help you do just that! Nonprofit Hub Radio podcast host Meghan Speer sits down with our guest Christine Robertson to look at questions everyone should ask themselves in the process. She has some great tips for picking the system just right for you!
Christine Robertson has a strong non-profit CRM background with software experience at varying levels in the Raiser's Edge, Allegiance, eTapestry, Little Green Light, Virtuous, Altru, BB CRM and Bloomerang. With over eight years of experience as a Raiser's Edge consultant and work as a donor database administrator prior to that, Christine has worked with a wide range of non-profits across the verticals as well as around the world . She is also a seasoned speaker, having shared her expertise on monthly giving, data management, and other topics at various conferences, including bbcon 2017, bbcon 2018, and bbcon UK 2019. When she steps away from her computer, Christine enjoys exploring local parks, baking, and watching British murder mysteries with a good cup of tea.

Get free nonprofit professional development resources, connections to cause work peers, and more at https://nonprofithub.org

  continue reading

150 episodes

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