What to Look for When Choosing a Client Management System with Esmeralda Thornton
In the House di Laura Royer Bazile
Note sull'episodio
One of the most frequently asked questions is about client management systems or CMS. In fact, I see it all the time on social media. Asking which CMS you are using. Why do you like that one? What's the best one? So of course, I thought, why not do one of the first episodes in this podcast series on client management systems? And I just happened to know a Queen Guru on client management system, Esmeralda Thornton. So in this episode, Esmeralda is answering questions like what features should you look for when choosing a CMS or the most common mistake made when using a CMS. All of that and more on today's episode.
Here is a sneak peek of the convo:
[04:30] What a client management system is and what are the benefits of having the right CMS. [10:10] The key features that a nonprofit should consider when choosing a CMS. ...