- Course Overview
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Welcome
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Course Introduction
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Data Management Overview
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Digital Workbook
- 1. Data Collection
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1-1: Storing Data in Your CRM
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1-2: Activity (Part 1): Data Assessment Worksheet - Data Collection
- 2. Data Management
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2-1: Taking Inventory of Your Data
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2-2: Example: ATA New Constituent Acquisition
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2-3: Activity (Part 2): Data Assessment Worksheet - Data Inventory
- 3. Data Maintenance Plan
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3-1: Creating a Data Maintenance Plan
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3-2: Example: ATA Data Maintenance Plan
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3-3: Activity (Part 3): Creating Your Own Data Maintenance Plan
- 4. Donor Surveys
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4-1: Donor Survey
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4-2: Activity: Creating a Donor Survey
- Course Conclusion
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Let's Review
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Course Survey
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Resources
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Goodbye!
CRM Data and Data Management
In this course, you will learn how the CRM stores data, what data you should collect, and how to conduct a data assessment. You will also learn how to create a Data Maintenance Plan that leverages the tools within your CRM.
In this course, you will learn how the CRM stores data, what data you should collect, and how to conduct a data assessment. You will also learn how to create a Data Maintenance Plan that leverages the tools within your CRM.
Learning Objectives:
- Identify what data should and should not be stored in your CRM
- Take inventory of your data by conducting a data assessment
- Create a data management plan
- Create donor surveys to help you understand your constituents