We’ve talked a lot about Salesforce and it being a CRM, but what exactly is a CRM? What does that mean? We’re glad you asked. CRM stands for Customer Relationship Management. A CRM is software that organizes information about our interactions with people. In general, when people speak of a CRM, they are speaking of […]
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We’re incredibly excited to share that the last five years worth of event data from the CDMS (retired WordPress event registration/payment page site) is now in Salesforce! What does that mean for you? Access to previous events Access to previous event members Long-term event reporting Please note, that while nearly all of the dates for […]
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— By Whitney Yorston, UMaine Extension CRM System Support Professional More often than we’d like, a client starts the registration process, they fill out their information, answer all of their custom questions, select their payment amount, hit submit… and then don’t pay. They get our hopes right up and then dash them away. Good news! […]
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