WealthEngine

Time: 1:00 - 2:00 pm Eastern

Understanding your donors better and identifying new prospects helps you to build a stronger fundraising program. Integrating wealth data into your donor management system (DMS) or constituent relationship management (CRM) system is the key to enhancing data-driven workflows and data access, and gives team members across your organization more insight on your donors and prospects.

In conjunction with the release of our latest white paper, Integrating Wealth Data into Your Donor Management System for Better Fundraising Results, this webinar explores the benefits, considerations and challenges of DMS/CRM integration.  Key topics covered:

• Advantages of integrating wealth data
• Factors to consider when planning and executing a DMS/CRM integration
• Steps for planning and implementing the integration
• Tips for identifying and overcoming key obstacles
• Case studies and real-world examples

Panelists:
Elizabeth Schiffmann, Product Marketing Specialist, WealthEngine
Keith Heller, Principal, Heller Consulting

Register now