Sessions at WebVisions Portland 2012 about CRM on Friday 18th May

It does not matter how big or small your organization is, if you collect information on your donors, visitors, members or just about any other person or organization, chances are you have run into a few data nightmares.

In this hands-on session we will talk no-nonsense about data hygiene, collection methods, how to update and keep your information in tune with your organizations needs as well as industry standards on storing and creating simple and complex relationships between donors, alumni, constituents and members and more.

It doesn't matter if you're managing your data in Microsoft Excel or using a robust Contact Relationship Manager (CRM), this session will provide your organization with real-world data management tools and techniques.

Attendees will come away with:

• A base understanding of relational data structures and why it is key to define how your organization will track intimate and complex relationships such as Families, Couples and Affiliates.
• More confidence in making decisions on how to add and manage data growth.
• Understand the pros and cons of using more comprehensive solutions such as CRM’s vs. flat Excel files and offline systems.