Choosing a CRM to Maximize Fundraising Potential

Choosing a CRM (Customer Relationship Management) solution can be challenging, but is essential for communicating and developing deeper relationships with your constituents, donors, partners, and other stakeholders.
There are many considerations for an organization to find the optimal solution that meets their unique needs.  What is the best CRM based on your organization’s size, budget, resources, and what you need from your database?  The panel will provide guidance and helpful information on creating an effective research and selection process, getting the most out of a demo, implementing a new database, and the long-term success of your CRM solution in achieving your fundraising and communication goals. Our expert panel will consist of an end user, a vendor, and a consultant. Please come with your questions.

• Are you a small (and mighty) nonprofit seeking to identify a cost-effective CRM?  Michael Kaulkin will talk about his decision making and the trade-offs he made when selecting the CRM, Little Green Light.
• Are you unsure how to implement your database and make it work for you long-term?  Created by experts in the fundraising field, Bloomerang is on numerous “best of” CRM lists. Gabe Harkov will discuss the approaches he suggests for nonprofits when they are considering a solution to their CRM needs.
• Are you curious about the best practices to research and select your next CRM?  A local San Francisco company, Salesforce provides many nonprofits with their CRM solutions. Consultant Jessica Kwok will discuss what are successful approaches to CRM research and selection and what to look for in a demo using the many projects she’s conducted for a wide variety of nonprofits as her examples.

Your questions are key.  After you register, we will email you and ask you for a question or two so the panel conversation can be tailored to the needs of our participants.  Please look for an email from administrator@dersf.org.

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Jessica Kwok, Principal, Salesforce Consulting at Dayspring Technologies

Having worked for United Way of the Bay area and other non-profits large and small, Jessica joined Dayspring to help non-profits use Salesforce to achieve their missions. As a consultant, she has completed many Salesforce implementations and is passionate about building thoughtful solutions and long-term relationships with her clients. Dayspring Technologies is a web development company and a registered Salesforce.org consulting partner based in San Francisco, California.
 

Michael Kaulkin, General Manager, San Francisco Choral Artists

A composer and teacher, as well as a 20-year veteran web developer, Michael manages SF Choral Artists, a $100,000 elite chamber choir. In selecting his CRM, he evaluated a few databases and then chose Little Green Light.  He'll tell you why LGL was a good fit for his organization and what he still has to learn. Both SF Choral Artists and Michael are based in the Bay Area

Gabe Harkov, Vice President Sales, Bloomerang

An arts administrator at the Arizona Opera, Indiana Children’s Choir and Indiana Youth Institute, Gabe joined Bloomerang over 5 years ago to help non-profits transition from their legacy systems to Bloomerang.  Bloomerang was built by fundraising experts to allow non-profits to move the needle by focusing on functionality that matters. Gabe and Bloomerang are located in Indianapolis, Indiana.

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Registration for this event is required.  Registration is $20 for DER members and $40 for non-DER members.  

(NOTE: To receive the discounted members' rate, you must sign in to your account before registering.)

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Venue: This will be a virtual Zoom meeting.  Zoom details will be sent to each registrant's email address from administrator@dersf.org Thursday, August 20th at 6 PM one hour after registration closes and a reminder email one hour prior to the Zoom virtual event on Friday.  Please be sure to check your SPAM or Junk folder for the Zoom information or contact administrator@dersf.org on Friday, August 21st 8 AM if you have NOT received an email with your event information.

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Cancellation Policy: If you contact us to cancel your registration before the deadline (8/20 at 5pm), you may receive credit towards a future event. If you cancel your registration after the deadline, the payment will be considered a tax-deductible donation to DER.  Thank you for your support!