Not Just for Fundraising Anymore: Managing Programs with CRM Systems

It’s finally here!

My second appearance on Tony Martinetti Nonprofit Radio dropped this week. Take a listen!

Cover art for Tony Martinetti Nonprofit Radio.Back in March I ran a panel at NTEN’s annual Nonprofit Technology Conference (#19NTC) on using a CRM to manage programs at nonprofit organizations. Jake Grinstead of Simply360, Kai Williams of The International Wildlife Rehabilitation Council and Medha Nanal of Top Cloud Consulting all participated. It was really interesting to hear about all of the different ways organizations are using various Constituent Relationship Management Systems to manage their program operations. Kai and I both discussed Salesforce NPSP, Jake talked about Simply360, and Medha talked about general methodology.

The panel itself wasn’t recorded, but you can access the slide deck and a lot of resources in the collaborative notes that attendees wrote.

We were all excited to record a briefer discussion about the topic for Tony Martignetti Nonprofit Radio while we were at 19NTC and I have been eagerly awaiting the airing of that. The wait is finally over and you can now listen to the discussion on episode 453 of the podcast. You can listen using the embedded player above.

I wish I had more time to write about this in detail but I think you’ll enjoy the show.