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Evaluating A CRM
Webinar
With all the options to choose from, how do you know which CRM is going to be the right fit for your staff? Your community? The future of your organization?
Digital transformation has always been a hot topic, and recent years have opened our eyes in a new way — a digital approach is no longer nice-to-have, but a need-to-have to stay relevant and innovative -- and that’s especially true for community centers.
To help, we’ve called on our friends at YMCA of San Diego County to share their experiences and help uncover the most important factors to take into consideration when choosing a new CRM.
During this conversation, you will learn:
Panelists:
We've pulled together a recap of our key takeaways from this webinar. You can watch the entire discussion further below.
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The YMCA of San Diego County shares their priorities in the search for a solution that will grow with their organization. It begins with putting your people first (staff and customers) when it comes to designing systems, delivering an impact, and sourcing the tools that prioritizes their needs.
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Hours saved isn't the only reason you make a technology change, but it is a strong supporting pillar of why to make the change. Dollars can certainly be better spent in the community, rather than on administrative overhead. But what can have just as much of an important impact, is making the work staff are doing more meaningful.
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When evaluating for your future CRM technology, examine these key factors through the lens of your internal customers (staff) and external customers. Future proofing your technology doesn't just take into account technical aspects, but as importantly, the willingness, adaptability and cultural/ value-fit of partner (vendor).
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Senior Vice President & CIO, YMCA of San Diego County
Regional Vice President, Sales, Traction Rec
Association Director of Membership Operations, YMCA of San Diego County