Original Broadcast Date: September 12, 2024.
Summary: Have you hit roadblocks while managing nonprofit data? Messy data causes mistakes that your organization can’t afford. In this free session, DonorPerfect’s CRM experts demonstrate data procedures that keep your team members and new hires on the same page. So let’s get you cleaned up!
The webinar covers:
- Best practices for consistent record creation
- Rules for data with special circumstances
- Preparation for quick & accurate reporting
- Tips to avoid embarrassing payment mistakes
- Standards for user security & sensitive data
Webinar recording
Webinar resources
Download the Slide Deck
Download The Clean Data Checklist for Nonprofits
Contact David Mboma, Sales Development Representative
About the presenter
David Mboma works in the business development department at DonorPerfect Canada. Starting with the company as a support representative David has first-hand experience helping nonprofit professionals accomplish their goals. Outside of work, he’s passionate about sports, particularly cycling, environmental conservation, and engaging in meaningful conversations!
David Mboma travaille au département des ventes chez DonorPerfect Canada. Ayant débuté au sein de l’entreprise comme représentant du support, David possède une expérience de première main avec les professionnels du secteur non lucratif, les aidant à atteindre leurs objectifs. En dehors du travail, il est passionné par le sport, en particulier le cyclisme, la préservation de l’environnement, et les conversations enrichissantes!
“This was a great free webinar. I appreciate all that CharityVillage does to educate and support nonprofits.“
– Past CharityVillage Webinar Participant