Transform Your Fundraising with Expert CRM Training and Consulting

Welcome to a new era in fundraising where precision meets passion. Our CRM software training and consulting services are designed to empower social enterprises like yours to make smarter, data-driven decisions. We specialize in implementing Wisely, an advanced AI-powered tool that revolutionizes donor interactions by predicting behavior and providing real-time insights. Seamlessly integrating with your existing CRM, Wisely elevates your fundraising strategy to new heights.

Overcome these Core Challenges with Our Services:

🗂️ Data Management Nightmares: No more missing critical customer data, leading to poor management and missed opportunities.
📉 Ineffective Marketing Strategies: Stops ineffective marketing strategies by optimizing campaign tracking and analysis.
📆 Inconsistent Sales Follow-ups: Eliminates inconsistent sales follow-ups to prevent revenue loss and customer dissatisfaction.

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Wisely Training

Hands-on training to help you master Wisely. Hands-on learning with live instructors provides everything you need to optimize your Wisely instance. Customized private training is also available.

Customized Training Programs: Tailored sessions to fit your team’s unique needs.

Live Screen-Share Sessions: Interactive training with real-time guidance.

Ongoing Support: Continuous learning with access to resources and expert advice.

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Wisely Consulting

Expert consulting to optimize your CRM for success.

Strategy & Planning: Align your CRM with business goals.

System Configuration: Customize CRM settings for maximum efficiency.

Process Automation: Automate workflows to save time and increase accuracy.

Performance Analysis: Regular audits and recommendations for improvement.

Implementation: Initial setup and customization.

Integration: Connect your CRM with other tools and systems.

Data Management: Data migration, cleansing, and organization.

Support & Troubleshooting: Ongoing assistance and issue resolution.

Dedicated Account Management: Personal support and strategic advice.

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Why Choose Our Wisely Services?

Expertise and commitment to your success.

Certified Experts: Experienced professionals with in-depth CRM knowledge.

Tailored Solutions: Custom approaches to meet your specific needs.

Proven Track Record: Success stories over almost a decade of CRM engagements.

Flexible Engagements: Options to suit different budgets and timelines.

Need Help With Wisely CRM?

Professional Services: Work one-on-one with a Wisely expert who takes time to understand your company's goals and deliver training, consulting, and technical services customized to your business and goals.

Technical Consulting: Receive one-on-one guidance from a Wisely technical expert who will provide consultative support to help you solve your API, design, and account customization needs so that you can ensure Wisely is properly integrated with all your business software.

Migration Services: Whether you need help with a single import or collecting your entire addressable market, we’ll provide everything you need to ensure your data migration is a success.

Revitalize your CRM effortlessly: Get our free toolkit to refine and re-launch your current system in just 180 days.

Frequently Asked Questions

Still have questions? Contact us for a personalized consultation.

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