Module 11
CRM / Relationship Management
A relationship pipeline for leads, tenants, owners, parents, students, members, alumni, donors, sponsors, volunteers, contractors, board members, vendors, referral partners, and prospects.
Goals Of What Is In Question
- Never lose a lead or relationship detail
- Track follow-up after every contact
- Connect relationships to events and campaigns
- Build sponsor, donor, tenant, and partner pipelines
- Move contacts toward desired outcomes