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Solo Episode: My CRM Walkthrough
Season 3
Episode 75
Published 2 years, 10 months ago
Description
This week we chat all things CRMs (aka customer relationship management platforms), with our host, Erica Wenger!
It's hard to keep track of your personal and business contacts when you're meeting so many new people all the time. That's where a CRM comes in handy! You can keep track of all contacts with detailed notes, to do items, and all synced up with email, calendars, social platforms, and more.
On this episode Erica offers the detailed walkthrough of how she uses her CRM platform, Close. For anyone kickstarting a fundraising process or just wanting to get a better handle on their contacts, this episode is for you!
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