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A CRM only works if your team actually uses it
There’s no shortage of powerful CRMs out there. But when your staff struggles to use them, all that power just sits there unused.
In this short, sharp take, Karen gets into the root cause of one of the most common (and expensive) nonprofit tech problems: poor CRM adoption.
Nonprofits often invest in tools that look great on a features list but feel clunky or overwhelming once people log in. That leads to low usage, inconsistent data, and frustration on all sides. It also kills momentum for fundraising, stewardship, and reporting.
Karen explains how HubSpot flips the script with a clean, intuitive interface that makes it easy for new staff, volunteers, and non-technical users to pick up and run with.
You'll learn:
- How to evaluate a CRM for real-world usability
Look for clean interfaces, simple navigation, and intuitive workflows. - Ways to train new users quickly without overwhelm
Lower the learning curve so new staff and volunteers get up to speed fast.
- How to keep your data clean and consistent
A user-friendly system encourages daily use and reduces messy workarounds. - What HubSpot does differently
Get a CRM your team actually enjoys using, and more importantly, one that makes a real difference in daily operations.
Who Should Watch
- Nonprofit leaders
- Fundraising and development teams
- CRM administrators and operations staff
- Anyone rethinking their current CRM setup
What You’ll Walk Away With
Straight from a nonprofit perspective, this is a fast, honest look at why CRM usability matters, and what to look for when adoption is a dealbreaker.
Want to talk HubSpot for your nonprofit?
Watch now and find out what happens when your CRM is actually built for your team
Karen helps mission-driven organizations and growing teams make the most of HubSpot. A former college basketball coach turned RevOps strategist, she brings equal parts energy, empathy, and technical know-how to every project.