Moving Forward

Imagine going to your bank to make a deposit only to realize that it's the teller's first day on the job and he's never been trained on the bank's computer system. (OK, imagine a real person and not an automated teller machine.) Would you trust them with your money? What will this encounter do to your relationship with your bank? Now put yourself in your donor's shoes...

Staff training is not an option anymore, it's a requirement. It's part of doing business. Anyone who accesses information should be well trained in your systems and your business processes. Annual refresher training should also be part of your annual budget, since all your processes and systems will inevitably change over time. This is an important component of any successful CRM strategy.