At Productle, we've spent many hours training CRM users and observing various training approaches. Here are our top strategies to consider when delivering effective CRM training.

Let's explore why security matters in CRM platforms and how you can get started on strengthening your defences. 

Think about those moments when you feel like your organisation's workflows are like a tangled ball of yarn.

Maybe you're wondering why certain tasks take longer than they should, or perhaps you're looking for ways to make your team more efficient. That's where process mapping comes in.

Let’s find out what process mapping is all about, why it's so valuable, and how we use it to help organisations like yours.

Productle were delighted to support the women’s fund Mama Cash with the implementation of a new CRM system. After many years of using the same system, their goal was to renovate their contact and fundraising data using Raiser’s Edge (RE) to be futureproof. To support the transition to a new system, Mama Cash wanted to ensure they had the assistance of a consulting organisation with relevant Raiser’s Edge design, implementation, and data migration services. Productle has in its staff almost 20 consultants, all with charity sector experience, several of whom have Raiser’s Edge and implementation experience.

How many times have you or your colleagues scratched your heads, trying to remember how to do that thing you only do once in a blue moon? Or worse, how often have you seen different team members doing the same task in completely different ways? That's where process documentation comes in handy.