Be CRM Savvy
CRM development is the lifeblood of a well-functioning organization. Properly implemented CRM’s allow Congressional staffers to prioritize inbound inquiries, manage outbound communications, understand their constituents, and stay organized on a daily basis. However, there are several CRM’s for Congressional offices to choose from, and countless best practices to increase efficiency. HillSDK aims to train your office on choosing the best CRM for your workflow and general advice for managing inbound inquiries.
We will overview:
- Existing institutional barriers to quality CRM implementation
- Transferrable CRM best practices from private industry
- How to enable change in your office
The session will break out into smaller working groups, where you’ll leverage HillSDK’s expertise and colleagues from the Hill to further identify pain points and become an agent of change. The session will conclude with presentations from each working group and a brief assessment of knowledge transfer.
Cofounder of Lincoln NetworkPreviously co-founded SendHub [acq. Cameo Global], a Y Combinator backed startup launched in 2011. Before moving to Silicon Valley, Garrett served as professional staff to the Ranking Member of the U.S. Senate Foreign Relations Committee, where his oversight portfolio included immigration policy as well as development policy in Afghanistan, Pakistan and Haiti. He read for the degree of Master of Philosophy in Migration Studies at the University of Oxford, England as a Rhodes Scholar and graduated in 2005 from Florida State University, where he was also a two-time NCAA champion.
Head of Product at Lincoln NetworkAlex is a bay area entrepreneur obsessed with furthering American democracy. He’s spent his career building and scaling startups as a founder, head of product/marketing, and a UX designer. He’s built and launched companies focused on civic engagement, campaign tech, media, digital philanthropy, crowdfunding, and gaming. Alex has advised numerous large companies such as Disney, ESPN, ABC, Lloyds Bank of London, as well as mid sized companies, startups, and advocacy orgs. Alex has trained over 35 members of Congress and their staffs on digital strategy, messaging and process optimization; he has also taught these topics at Wharton School of Business, Pepperdine University, the General Assembly, and many others.