Скачать или смотреть Tech Thursday: Top tips for an effective data management strategy

Hear the word ‘data’ and switch off? You really shouldn’t because, as the most successful fundraisers know, quality data is at the heart of every winning fundraising program.

In this session, Salesforce.org answers one of the most common questions from some of their most ambitious customers - “We have millions of records and constituents with high expectations around service and engagement; how do we develop an effective data management strategy?”

You’ll take away:

How to keep your data clean - what are the considerations for entering data and standardising it?
Ideas for how to be clever with your data - from segmentation, to implementing triggers, to insights - how can you leverage your data to drive fundraising activities?
Considerations for data management policies - how to reduce data clutter, keep relevant data and manage governance procedures