Switching Nonprofit CRMS Doesn’t Have to be Scary
Neon CRM
JULY 12, 2023
If they have workarounds or outside systems they are using, make sure to document those. When you’re learning or adopting a new software, whether or not you’ve had a CRM in the past, there’s always going to be a learning curve. Ask people about their day-to-day workflow in regard to your current CRM.
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