W466: CRM for Membership Organizations – How Horizontal Platforms Deliver more Functionality and Drive More Value
September 28, 2023 @ 3:00 pm - 4:00 pm EDT
Event Category:
COURSE DESCRIPTION:
We will review the functionality and flexibility of horizontal CRM platforms for membership organizations, and highlight the advantages over vertical software options.
LEARNING OBJECTIVES:
Learn about how horizontal CRM platforms can extend your capabilities through:
• Platform vs. Product
○ Customizable solution vs. a vertical product
• Marketing capabilities
○ Marketing automation
○ Member Segmentation
○ Social Marketing
• Data Collection and Reporting
○ Surveys
○ Form Management
• Financial Connection
○ Visibility of ERP data
○ Automated processes
To Watch this Webinar on the Media Library CLICK HERE!
Level Intermediate
NASBA (Field of Study) Information Technology
CAE (Subject Domain) Operations
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.0
Cost Free
Delivery Group Internet Based
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INSTRUCTORS
