Using our Strategic Integration Methodology, we translate the vision of Executive Leadership into operational strategy, implementation plans, and change management programs.
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Unforeseen obstacles or challenges during a Constituent Relationship Management (CRM) implementation are inevitable. The worst thing you could try to do is hide it from your stakeholders—that is a recipe for disaster. When enduring obstacles or challenges during a CRM implementation, the objective, whether good or bad, should be clear and transparent communication to […]
Introducing a Constituent Relationship Management (CRM) into your institution’s operations boasts features like workflow automation, data integration, and Artificial Intelligence (AI)-driven insights. But these things can only be fully realized with the proper data foundation. The importance of laying an appropriate groundwork for your data during a CRM implementation cannot be overstated. By […]
Every organization’s strength lies in its people. And in the dynamic landscape of Constituent Relationship Management (CRM) systems, the right team setup becomes the cornerstone of operational success. However, in our experience, organizations forget to assess staffing skills before diving into a CRM implementation. Conducting a staffing skills assessment helps identify areas […]