Relationship Management Metrics

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Thanks to APRA for inviting me to present on relationship management for the 30th annual conference on 7/28/17 in Anaheim, CA.

The topic of my session is Relationship Management and Metrics: Key Fundraising Tools to Drive Acceptance of Analytics, Models and Services.

Here’s a brief description of my presentation:

Effective relationship management is critical to successful fundraising within any organization. Relationship management and metrics describe a system of information tracking tools, reports, policies, processes and measurable actions that organizations can use to 1) move prospects through the continuous fundraising lifecycle 2) chart progress to goal and 3) provide data-driven insights and strategic recommendations to key stakeholders. In this session, attendees will learn how to use relationship management and metrics to improve the acceptance of data analytics, models and services as evidence-based tools to provide context, content and competitive advantage.

Looking forward to sharing insights, expertise and decision support recommendations with the APRA community.

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