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Home/Services/CRM Training for Nonprofit Staff
Training

Training built on your processes, not the vendor's.

Hands-on sessions on Raiser's Edge NXT, DonorPerfect and Virtuous for fundraising and advancement teams, using your own data and your own procedures.

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CRM Training for Nonprofit Staff
Who this is for

New hires, teams after a migration, and experienced users who learned one way in 2016 and never looked again.

What is included

Role-based curriculum

Gift processors, officers, executives and admins each get what they need, nothing more.

Your procedures, documented

Every session produces a written procedure your team keeps.

Live in your database

Sandbox or live, we train on records your staff recognise.

Short and repeatable

Ninety-minute sessions, recorded, so onboarding the next hire is easy.

Ways to work together
Option 1

Single session

90 minutes

One topic, up to twelve people, recording and procedure document.

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Recommended

Onboarding series

4 sessions

New hire or post-migration series covering the core workflows.

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Option 3

Training retainer

quarterly

Refreshers, new feature briefings and office hours.

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Questions we get asked
Do you train on DonorPerfect too?

Yes. And Virtuous. Our trainers are certified on all three.

Remote or on site?

Both. Most sessions are remote; on-site days are available from Toronto and Long Beach.

Related reading

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Consulting session
Ready when you are

Let's find out what your data can do.

Book a 30 minute discovery call. Tell us about your CRM, your reporting or the staff gap you are covering, and we will suggest a next step. No pitch deck.

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