Moves Management is not something that Development makes a priority or work on. Moves Management is an organization-wide initiative that everyone in the organization has to embrace and understand.
Being able to determine how your sales pipeline is performing throughout the year can be challenging to understand without clear and simple reporting.We would like to encourage you to PAUSE for a moment and develop a visual representation of your sales pipeline.
I’ll try and review how both you and I can look at CRM software views as a tool to support productivity with your salesforce processes.
If your work with CRM systems (which you should be without a doubt) you know that it’s a constant problem of keeping data integrity under control and one of the main problems I hear from data managers and leaders of organizations is managing duplicate records in your CRM.
CRM’s were designed upon the premise that we could use data to drive decision making and strategy, and we have seen that bear out first with how it informed fundraising, and increasingly with how it can inform program and organizational direction.