Session Overview
I am seeking advice about the best way to configure HubSpot so that it is effective for our organization. We currently manage constituents/clients, donors, and fee-for-service customers. For clients - we need case management functionality. For donors - we need donor tracking and management functionality. For customers - we need sales and marketing functionality. We've made a major investment in the platform and I'd like help figuring out how we can make it work for us.
Nonprofit Overview
At Columbus Works, we have the audacity to believe that poverty can, in fact, be eliminated. Therefore, our mission is to eliminate poverty in Columbus and the greater Central Ohio region by providing workforce development services, including workforce solutions and job readiness training, that prepare our neighbors living in poverty to equitably access jobs that pay a life- and family-sustaining wage, so that they can create self-sufficiency for themselves and their families.