DV Blog

Keeping Contacts Organized: Selecting & Using CRM Systems

Client Relationship Management (CRM) systems are a mix of policies, processes and strategies used by organizations to manage contacts and track their interactions with their stakeholders, including customers, suppliers, volunteers, employees, funders, donors, clients and others. Keeping these contacts organized can be difficult (especially as organizations grow in size), so many seek to develop more formal systems for tracking this information using CRMs. Yet selecting and effectively using CRMs can be a challenge, especially for organizations with limited resources.

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