E22 - Chart Your Course with a CRM, with Lisa DeNoia and Brittany Browning

Is your team drowning in spreadsheets and struggling to sort through all the data? Discover how implementing the right CRM strategy can turn scattered information into actionable insights without overwhelming your staff.

In this episode, Lisa DeNoia and Brittany Browning from Port and Starboard share expert insights on implementing Salesforce and other CRM solutions specifically for economic development organizations. Learn how to track business retention efforts, manage prospect pipelines, and generate the reports your stakeholders need.

Key Takeaways:

• How to establish your CRM as the "source of truth" that enables data-driven decision making throughout your organization
• Strategies for determining whether to customize your CRM or adapt your processes when implementing new technology
• Game-changing tips for your implementation process (hint: don’t give everyone access, and how to make data entry manageable when you’re on the go)

Resources Mentioned

• Port and Starboard
• Salesforce

About the Guests:

Lisa DeNoia is the Managing Partner and Co-Founder, and Brittany Browning is the Project Manager of Port and Starboard. You can connect with them on LinkedIn: linkedin.com/in/lisadenoia & linkedin.com/in/brittanybvt

The EDO Breakthrough podcast is brought to you by PPR Strategies. PPR Strategies is a strategic consulting firm working specifically with EDOs and other place-based organizations. We share the unique stories of communities through communications, strategic planning, marketing, media relations, and more.

Visit us at pprstrategies.com/edobreakthrough to learn more and to submit a question for a future episode.

Produced and edited by SpeakEasy Productions.