*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 a week of hands-on, immersive training, your Power User team will learn the end-to-end functionality of Shared CRM, understanding how overall architecture and data fit together. They will utilize this technology 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.




This program is designed for advanced users of SCRM in the markets that are undergoing SCRM implementation.

Standard participant registration cost for this program is $1,500 per person.
(Price adjustments based on initial SCRM implementation will be made after completion of course.)

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. 


This virtual training is comprised of sessions taking place on five business days over the course of two weeks. Current session dates are listed below. 

May Training    
Wednesday May 12 9:00 am - 5:00 pm ET
Thursday May 13 9:00 am - 5:00 pm ET
Monday May 17 9:00 am - 5:00 pm ET
Tuesday May 18 9:00 am - 5:00 pm ET
Wednesday May 19 9:00 am - 5:00 pm ET
June Training    
Wednesday June 9 9:00 am - 5:00 pm ET
Thursday June 10 9:00 am - 5:00 pm ET
Monday June 14 9:00 am - 5:00 pm ET
Tuesday June 15 9:00 am - 5:00 pm ET
Wednesday June 16 9:00 am - 5:00 pm ET



"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."