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Contact modeling and record design

The Movement for Black Lives’ first CRM

Stefan Byrd-Krueger | minute read

Learn how PTKO conducted a contact modeling workshop for M4BL to help them explore how they managed donors and audience relationships.

Platform Management

American University: Exploring CMS Migration

Lisa McHenry | minute read

PTKO assessed if a CMS migration was suitable, freeing up American University staff for daily activities with minimal disruption.

Migrating to a new platform: How to leverage a hidden opportunity

Adam Good | minute read

Follow along in this webinar recording, to learn what steps you should be taking when you need to make a change in your platforms!

The intangibles of vendor selection: Finding an email system that works- May 2021

Adam Good | minute read

Join us May 12th as we talk through potential challenges, provide resources and prepare you to evaluate your email system.