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Oct 17, 2023

In episode 83 of Mission: Impact, Carol Hamilton and Alexander Lapa delve into the benefits of using a Customer Relationship Management (CRM) system like Salesforce for nonprofits. These include improved data management and streamlined processes. Alexander shares his expertise in setting up and optimizing CRM tools for nonprofits. He explains why having a consultant to guide organizations through the complexities of finding the right tool to meet where they are in their stage of development is helpful. The conversation also explores challenges in fully utilizing a CRM system and the need for training and support to empower users as well executive sponsorship. Integration, AI, and organizational culture in nonprofit CRMs are also discussed.




Episode Outline:


(00:08:30) Benefits and Challenges of Using a CRM
(00:13:36) Leveraging CRM for Effective Communication
(00:18:28) Integration and AI in Nonprofit CRMs
(00:23:40) Challenges with CRM Adoption


Guest Bio:


Alex is a Salesforce Architect & Advisor who helps nonprofits improve their social impact. He has 10 years of Salesforce and nonprofit experience and 20 years of CRM experience.


Aside from working on CRM projects, Alex is host of "Agents of Nonprofit". It's a weekly podcast that interviews guests about products and services which help nonprofits. It's often discusses the benefits of technology, and currently has nearly 70 published episodes.


Alex also shares his experience in a short daily email, helping junior Salesforce consultants level-up their knowledge, deal with challenging clients, and advocate for a digital nomadic lifestyle.



Episode Links:


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