Webinar Recording and Slides

What To Measure When You Can’t Visit Prospects

Clearly making in-person visits is a challenge right now. Good news is that many other channels: Email, Phone, Online, or Visit can all advance a cause. In this session we talked about how management and prospect research can best support MGO’s in this new world, as well as best practices for time management. We also shared how our clients are using text parsing algorithms to automatically flag a connection as “meaningful” based what’s captured in the notes.

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