crm

Integrations: Getting the most out of your PTI’s CRM

Imagine that your PTI needs to send an announcement to your constituents. You only need to send it to a select group, not the entire email list. So you laboriously track down every single qualified contact stored in your customer relationship manager (CRM), add them to your email mailing list,…

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Tips to Increase Donations with Your CRM

Tips to Increase Donations with Your CRM Your CRM (Customer Relationship Management) database isn’t only for keeping track of donor or member names and addresses. If utilized to its full capabilities, it can help increase your donations and engage your constituents in the best way possible. From storing constituent information…

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