Can a CRM Help Set & Track Your Organization’s Goals?

A CRM can help establish organizational goals.

You are passionate about your organization’s mission. You want to set long and short-term goals to further your organization and make an impact. With everything you are responsible for, what is the best way to establish goals and keep everyone on track?

A CRM like Julep!

You’ve heard about creating SMART goals create direction and push staff to achieve organizational goals. In the Julep blog post called “Can a CRM Help Set & Track Your Organization’s Goals?” you will learn more about building goals with the SMART format:

• Is it Specific: How well defined is this goal?

• Is it Measurable: What criteria do we need to measure this goal?

• Is it Attainable: Is this goal possible for us to achieve?

• Is it Relevant: does this further our mission?

• Is It Time-Bound: Is there a clear timeline?

Using a CRM to set your goals at each step can lead to better decision making.

Additionally, using data at the start of your goal setting can make tracking even easier. Check out the Julep blog post called “Can a CRM Help Set & Track Your Organization’s Goals?” to learn how your CRM can guide your process when establishing goals and then tracking them.

Your CRM is a tool you can use to build your organizations goals, big or small. Check out Julep, the new CRM for nonprofits, to learn more on how your data can work for you.