We help Higher Education and Healthcare Organizations build Advancement Operations to achieve Transformational Philanthropy

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Our Services

Using our Strategic Integration Methodology, we translate the vision of Executive Leadership into operational strategy,  implementation plans, and change management programs.

Our clients get the results they want:

  • Collaborative teams
  • Donor-centric business practices
  • Actionable and reliable data
  • Integrated CRM (constituent relationship management) technology solutions

If any of this aligns with your goals…
CONTACT US

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Are Your Stakeholders Really Ready for Your CRM Implementation?

  The reality of change that comes with implementing an advancement Constituent Relationship Management (CRM) is surrounded by establishing new processes, technology, application platforms, and individual staff member responsibilities.    When institutions evaluate stakeholders about change, the response is often excitement—they’re hoping to embrace the change. But too often, their actions contradict their words.    […]

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Keeping Subject Matter Experts Engaged in an Advancement CRM Implementation

  Implementing a Constituent Relationship Management (CRM) is already challenging for most organizations. The success (or failure) of your CRM is greatly dependent on many variables, but especially on stakeholders like your subject matter experts (SMEs).   Advancement CRM implementations can last 12 months or more—SMEs are critical resources and are required for the success […]

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Salesforce Platform for Advancement, Knowing What It Takes to Manage Releases

  When switching to a cloud-based Constituent Relationship Management (CRM) application, like Salesforce, saving money is a top priority. But what you’re actually getting is an entire collective where features are rolled out consistently.    With cloud-based CRM platforms, you’re thrust into an environment with a cadence of more frequent upgrades. You may be looking […]