We help Universities and Research Hospitals realize the benefits of their Constituent Relationship Management (CRM) platform by increasing user adoption, optimizing design, and improving data quality.


Our Services

We help Universities and Research Hospitals realize the benefits of their Constituent Relationship Management (CRM) platform by maximizing user adoption, optimizing design, and increasing data quality.
How we help our clients:
  • Jump start preparations when for migrating to a new CRM platform
  • Provide step by step guidance during a CRM implementation from Project Kick Off to Go Live
  • Develop programs for ongoing training, user support, and data governance
SEE OUR SERVICES

How to Improve Your Advancement and IT Partnership

I often find myself at the intersection of Advancement Operations and IT Support. I consider both groups my colleagues. From each area I hear the frustrations and challenges about working together. What makes it so difficult for Advancement Operations and IT Support to work together and how can you improve these interactions? Acknowledge and understand […]

Know the Difference – Implementing a CRM Solution for Advancement

For all of my colleagues in Advancement Services or for anyone in charge of Advancement Information Systems; I have a Precision Practices tip for you. I’m going to talk about the difference between Implementing a CRM Solution for Advancement versus Implementing CRM Software.   If we look at implementing new CRM software as the entirety […]