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The Integration Equation: CRM + CMS=Data Power!
This session will help you to explore the range of options for sharing data across a CMS and CRM.
Your CRM and CMS are highly powerful platforms on their own, but when they are tightly integrated, it can have an exponential impact on how well an organization tracks users, transactions, and interactions. Data managed in one place can be leveraged in others to create a truly personalized experience where contact, demographic, and behavioral information centrally stored on users in the CRM can be used to customize what they see on a website. Join this session to understand how this approach is beneficial, explore the range of options for sharing data across a CMS and CRM, learn practical steps to implement this across your own systems, and know when you need a developer to assist.
About Our Instructor
Marcus Iannozzi | Chief Digital Officer at Tech Impact
Marcus currently oversees Tech Impact’s Digital Services team, known as Message Agency, which provides a full suite of digital services to fellow nonprofits. Marcus founded Message Agency in 2007 as a B Corporation and award-winning full-service agency that exclusively serves nonprofits. He merged the agency with Tech Impact in 2023, building on over 20 years of experience in developing strategies, digital tools, technical solutions, and campaigns for the public and nonprofit sectors.
Upcoming Trainings
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