Fundraising Databases General

How to review your CRM System

Now you are back in the swing of things, the January blues have faded and you are looking forward to your new goals for 2015, it is the perfect time to think about checking that your CRM system is in good shape to help you achieve your targets.

CRM systems need love, care and attention, if you are going to get the best from them and keep them accurate. This is essential to make it easy for all your staff to use, update and understand the data.

databasecartoonWhen I visit charities as part of my consultancy work I often find that their CRM systems are organic beasts.  With changes in staff or business processes or sometimes both, over time, what used to be a lean and relevant system with clear procedures has become increasingly a long winded process that doesn’t easily meet the needs of the organisation’s current objectives.


Data Protection Webinars

Data Protection: the basics | Paul Ticher.

Paul Ticher, an authoritive on Data Protection is running a series of webinars. Very keenly priced if you are unsure then it might be worthwhile getting on one of these courses the courses are:

Title Datesort icon
Data Protection: the basics Tuesday, 4 October, 2011 – 11:00
Data Protection: membership, supporters & fundraising Thursday, 10 November, 2011 – 11:00
Data Protection: Information Security Tuesday, 6 December, 2011 – 11:00

For more details click on this link: