TBC: Importance of CRM Systems When Fundraising
TBC: Importance of CRM Systems When Fundraising
One of the hard truths of fundraising is that most founders don't have nearly enough investors added to their target lists. Some stop at 20, others even less. In all reality, you should AT LEAST be targeting 100. And if you're going to be targeting that many, one of the things you are going to need is a CRM system. Having a database for tracking your communications is one of the best ways to run a tight process and stay organized when meeting with investors. In this episode, Jason dives into the details of using CRM systems when going out to fundraise. Give it a listen & look out for weekly insights around fundraising, brought to you by The Back Channel.
One of the hard truths of fundraising is that most founders don't have nearly enough investors added to their target lists.
Some stop at 20, others even less.
In all reality, you should AT LEAST be targeting 100.
And if you're going to be targeting that many, one of the things you are going to need is a CRM system.
Having a database for tracking your communications is one of the best ways to run a tight process and stay organized when meeting with investors.
In this episode, Jason dives into the details of using CRM systems when going out to fundraise.
Give it a listen & look out for weekly insights around fundraising, brought to you by The Back Channel.
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Episode Transcript
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