023 UpicU: Introducing StratusLIVE CRM

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Over 100 United Ways have participated in CRM related people and process work to help shape their internal culture to become more customer relationship oriented.  Enter StratusLIVE, a new United Way software application natively built on the Microsoft CRM platform.  In this episode of Upic University, we will introduce you to Jim Funari, CEO of StratusLIVE for some background on the company and their work with United Ways.

  • Origins and previous non-profit background of the company, StratusLIVE
  • Selecting Microsoft CRM as the platform and StratusLIVE customizations as the product
  • United Way’s unique requirements and StratusLIVE product growth/development
  • Recent United Way customers and vision for future growth

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