SCRM FINANCE POWER USER TRAINING
*This training is only available to staff in organizations that have implemented or will be implementing United Way's Shared CRM.
Power User Training, delivered by Beyond the Horizon, prepares your team members who have a passion for operational processes and championing new technology to be your local Shared CRM experts.
During this three day immersive training, your Power Users will learn the high-level end-to-end and the deep-level of Finance-specific Shared CRM functionality. Participants will understand how the overall architecture and data fit together and how to leverage the Finance functionality to streamline processes and seek system improvement.
Power Users serve as the leaders of End User Training and first stop if End Users get stuck. Additionally, they will understand how Shared CRM works across departments and help break down organizational silos.
Most local United Ways will have 2-4 Power Users on staff.
WHO SHOULD ATTEND
COST
This program is designed for users of SCRM in the markets that are undergoing SCRM implementation that will be core to the implementation project. This program is also designed for new team members from existing SCRM markets who want to learn the end-to-end functionality. This program is not designed for advanced users from existing SCRM markets.
Standard participant registration cost for this program is $895 per person.
As you plan, keep in mind that this event is eligible for flexible credit use! Check out the flexible credit policy (United Way Online access required) for details about flexible credits.
PLANNING FOR THIS VIRTUAL EVENT
This virtual training is comprised of sessions taking place on three consecutive business days. Current session dates are listed below.
| September Training | 2022 | |
|---|---|---|
| Monday | September 12 | 9:00 am - 5:00 pm ET |
| Tuesday | September 13 | 9:00 am - 5:00 pm ET |
| Wednesday | September 14 | 9:00 am - 5:00 pm ET |
WHAT OUR ATTENDEES SAY
"The trainers were very engaging, and I loved that everyone made it fun and talked about real world challenges and solutions."
"The instructors and BTH staff were excellent. Everyone I interacted wiht was knowledgeable, friendly, and entertaining and answered the billions of questions that we threw at them with grace."
"I came in without much knowledge of SCRM and I really enjoyed the overall structure of the training. It was a lgoical progression and walked me through the whole system really well."
"Thank you so much to the BTH team! This training was really well thought through and you all came with such great expertise and willingness to troubleshoot and problem-solve with us on the fly too. I appreciated how interactive it felt with the polls, knowledge checks, and exercises."
