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TRAINING

Our focus is simple: Be the best consulting partner for mid- and enterprise-sized nonprofit organizations.  Our consultants have decades of experience selecting and implementing fundraising and CRM solutions for organizations like Brown University, Best Friends Animal Society, and The Nature Conservancy. 

What type of training do you offer?

BrightVine's consultants help clients analyze and redefine their existing technology and work with both IT and non-IT leaders to make strategic decisions that align with the needs of the organization. We have helped some of the world's largest nonprofits, like the St. Jude/ALSAC, transform their business processes and implement CRMs.​ How we can help: â€‹

Training

Each organization we work with is unique, so we want to go beyond generic system-based courseware, to design business-specific role-based documentation and training that applies to each member of your team. We cover the full gamut, offering the following options to mix and match for your best fit:

  • Process Documentation

  • Train the Trainer

  • Go-Live User Training

  • Post-implementation Support

  • Refresher Training and New Hire Onboarding

  • Self-Service Support

 

Select any combination of your favorite styles of delivery: in-person, webinar, video, curriculum courseware, job aids, and presentation materials. We can suggest subject-matter toolkits for the Developer team, User Support team, Trainers, and for the Users themselves. The resulting combination of documentation and delivery fits your team, your roles, and your organization’s use of Blackbaud CRM™. Together we will lay out a learning strategy, build the syllabus, and design the documentation library.

 

Providing your team with fully customized support resources is an excellent way to ensure their continued use of the system. When CRM changes, the scariest thing for Users is not knowing how to do their jobs with the tools they have. Tailoring instruction and support to their roles will help them connect with the system changes, and give them the context and reference to hit the ground running. 

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