Hey!
The title says it all!
What is your favorite report and why?
What is the most useful report or tool for you and why?
What do I absolutely need to make sure this new person knows that might blow their mind (or not, that is cool too)?
Any info you would want someone to teach you coming into a new CRM?
You guys are the best!
Cross posted on other forums!
Constituent Profile will be their best friend as they're getting to know donors personally. If you talk them through each section of information, there's a wealth of information in that report.I'll try to come up with some other suggestions for you -- I just happened to see this as I'm recovering from our Gala to head to my car!
No great report ideas (ours are heavily customized), but show them Tess on the Go! Point out that you can use it with a desktop browser if you want!
This was a game-changer for getting senior-level buy-in within my Devo Department. People weren't scared of messing everything up and didn't have to deal with as many security provisions to get in and out.