CRM training for your teamWith so many different features and tools to choose from, it can be overwhelming to know where to start. Many nonprofit executives and practitioners cringe at the mere mention of their CRM, because it feels more like a burden than a support. To curb this, either from the get-go or to course correct, there are numerous online certifications and courses you and your team can take to learn how to use your CRM for your needs. Here are a few training resources that we recommend:
- LinkedIn Learning – For beginners to experts, LinkedIn Learning has online courses you can enroll in to learn how to use your CRM software. With walkthrough videos and guides, this is a great place to develop a new skill.
- Trailhead – For enterprise-level organizations using Salesforce, Trailhead offers easy-to-use online tutorials. Many are free and the courses can be taken at your own pace.
A strong CRM governance planManaging a CRM requires a real commitment from both its administrators and champions, as well as its day-to-day users. It is of utmost importance to implement best practices regarding your CRM within your organization from the start so that data is not lost, misused, inputted incorrectly, or mismanaged. Here are some effective ways to set up a governance structure for your CRM’s use.
- Create ownership rules. Clear ownership lines over datasets is important to keeping data clean and valuable. For example, if someone adds a new contact/client, who owns this contact and future updates? Is it that person? Or depending on the contact type, is a particular department lead? Establish such rules can reduce multiple data update errors.
- Take an agile approach. Roll out new features in phases as they are ready to be used. Taking this approach allows your team to learn and use the tool at a reasonable pace so that they can understand each piece and its value correctly. For example, you may want to start with straightforward contact and organization management so you can focus on training your team on how to effectively integrate their ongoing communication and update records. Once your team is comfortable using the system, you can introduce additional features such as automation, campaign management, and case management, as well as the integration of third party systems like your email marketing platform or donor management system.
- Ensure data is updated regularly. Outdated information can lead to a loss of business or engagement. Whether it is internally or with your clients, information changes quickly. It is important to continuously follow up and make sure you have the most relevant information. If a team member departs, ensure that their contacts are shifted over to a new team member. If contact changes jobs, ensure that both their former position is updated/closed out, and their new one is created.
- Remove duplicates. As individuals to change roles and organizations, or personal and professional email addresses are used, duplication is a common issue. It is important to periodically update, purge, or merge contact information to reduce the chance of errors, or updates being put in the wrong contact profile.
Get the CRM training and governance support you need
Forum One’s CRM experts work with enterprise-level organizations to select and implement CRM systems that directly support their mission goals. If you’re looking for custom training or support in setting up your governance structure, we would absolutely love to talk. Get in touch today!