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W466: CRM for Membership Organizations – How Horizontal Platforms Deliver more Functionality and Drive More Value

September 28 @ 3:00 pm - 4:00 pm EDT

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
Anthony Verrecchia
Manager of CRM Professional Services, Cargas Systems
I have the privilege of leading a spectacular team of software consultants and project managers at Cargas Systems, an employee-owned consulting company based in Lancaster,…
Eric Gervase
Sales Manager, Cargas Systems
I am an MBA with vast software and technology sales experience. I’ve spent my career helping clients understand how software and technology can help them…
Troy Ewert
Information Technology Solutions Manager, Minnesota Automobile Dealers Association (MADA)
Troy Ewert is an IT Solutions Manager who believes in the power of learning from the things you do. He began his journey in the…