7 May 2020

TES Webinar Round-Up

Following our recent webinar on Your Guide to Implementing Charity CRM, we covered the following topics to take you through the entire process of finding, implementing and using your new CRM solution.

Understanding When You Need a New CRM

In our first blog of the webinar series, 5 Signs Your Charity Needs a New CRM System, we spoke about how charities and non-profits have different needs to corporate organisations, and how, when it comes to CRM solutions, one size doesn’t fit all.

Covering the top 5 biggest tell-tale signs that you need a new CRM system, we explained the benefits that a new CRM can bring your charity and not-for-profit organisation. Have a read of the 5 Signs Your Charity Needs a New CRM System for more information on how to spot the most common signs.

Learning How to Best Gather the Finer Details

In the webinar, we followed with advice on How to Gather Your CRM System Requirements. This highlighted the important, although easily forgettable, factors to consider when gathering your CRM system requirements.

Talking about data, functionality and user friendliness, we shared with you the information you need to help you see the bigger picture, rather than a short-term CRM win. Learn more on How to Gather Your CRM System Requirements.

What You Need in a CRM

Moving on from gathering data and usability, we covered the 10 Things to Consider When Searching for a New CRM System to better help you pin-point meaningful questions to ask yourself when looking for the best CRM system to support your charity.

Total Enterprise Solutions understands how confusing and challenging comparing systems can be and we’re here to make the process easier for you. For more information, you can learn more about the 10 Things to Consider When Searching for a New CRM System.

Finding the Right Match for You

Last but not least, and arguably one of the most important topics to cover – Total Enterprise Solutions’ 10 Tips for Choosing the Right CRM Partner. As the name suggests, we covered important questions to ask when searching for the right CRM vendor.

Finding a company that works with you to achieve your goals is one of the most important factors when on the hunt for a CRM partner. It’s important they understand the challenges you face, that they’re professional and have experience working in the non-profit and charity sector. If you’d like to learn more about this topic, you can find out more about the 10 Tips for Choosing the Right CRM Partner.

Benefitting Charities and Not-for-Profit Organisations

Lastly, a big thank you to those who joined our webinar on implementing charity CRM systems, especially during these unprecedented times. Total Enterprise Solutions are proud to support societies heroes and, should you have any questions, you can talk to an expert anytime.

If you missed the webinar, then don’t worry – we run regular webinars! You can sign up to our newsletter to keep up to date with our news, information and webinars.

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