Techniques Workshop Series:
Customer Relationship Management Tools

Are you a non-profit professional whose organization currently uses
a Customer Relationship Management (CRM) tool, but find that it
does not seem to suit your organization’s unique needs? Does it
not work well with other systems or you find yourself spinning
wheels looking for information when you need it the most?

Join our expert panel for an informative and objective look at four
commonly used CRM tools and the various ways organizations can
utilize them to their advantage. This seminar will analyze the
following CRM tools:

• Raiser’s Edge

• Microsoft Dynamics

• Netsuite

• Salesforce

Whether you find CRMs difficult to use or you are deciphering if a
CRM will benefit your organization, this seminar is a great
opportunity to get an in-depth foundation of CRMs and how they
can work for you.

Featured Panelists:

Jason Tucker
Manager of Donor Relations, Ocean Discovery Institute

Jeff Hancock
CEO, Social Data Systems

Sean Ferrel
CEO, Managed Solution

Rachel Luis y Prado
COO & Chief Academic Officer, Workshop for Warriors

Tuesday
February 7, 2017

11:30 am Registration
12:00 am - 1:30 pm Program
Lunch provided
Attendance is complimentary

Barney & Barney Community Conference Center

9171 Towne Centre Drive, Suite 150
San Diego, CA 92122

Learn more here!

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