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Prosperworks 14 Day Trial: How to maximize its benefits

Set Clear Goals for Your Trial Define What You Hope to Achieve Before diving into the wide world of Prosperworks, I learned the importance of setting clear goals for what I wanted to achieve during my trial. It’s super easy to get lost in the features if you don’t have a roadmap. Personally, I jotted […]

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Salesforce Nonprofit Success Pack: How to Maximize Its Potential

Understanding Your Organization’s Needs Identifying Core Objectives One of the first things I always recommend to other nonprofit professionals is to clearly identify what your organization’s core objectives are. I remember sitting down with my team and listing out our primary goals. It was super helpful to outline these objectives because it formed the foundation

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What Does CRM Do for a Business and Why It’s Essential

Enhances Customer Relationships Understanding Customer Needs First off, let me tell you how pivotal understanding your customers is. A good Customer Relationship Management (CRM) system helps you gather and analyze customer data. This can be anything from their buying preferences to their previous interactions with your brand. By having this information at your fingertips, you

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