Tribe Membership Briefing #4 Managing Events in CRM

Whilst some organisations will have implemented systems to manage their events, many still rely on spreadsheets and neither are linked to their CRM system.

There are substantial benefits to managing your events within your CRM system from connecting events directly to member records as part of their activity history – without the need to rekey information – to raising invoices and managing payments.

In this workshop we’ll help you understand what can be achieved and why it really doesn’t make sense to operate separate systems.

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