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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When implementing a new Constituent Relationship Management (CRM) system, users must be appropriately trained and equipped to use it effectively. Otherwise, you risk hindering CRM implementation success. Many organizations recognize this need and outsource the initial training to a consultant or vendor, particularly during the Go-Live phase. However, the importance of ongoing training and […]
Advancement departments are increasingly adopting Salesforce as their Constituent Relationship Management (CRM) platform of choice. And with this adoption, they face a similar question: How do we best prepare the advancement operations teams to support this powerful tool effectively? And are Salesforce certifications worth it? One common consideration is encouraging or requiring team members […]
It’s not uncommon for Constituent Relationship Management (CRM) implementation projects to face unexpected hurdles, like resource issues or executive leadership decisions that put the project on hold. While common, losing momentum can be frustrating. Restarting after a CRM project halt adds additional factors to contend with. For example, uncertainty and mistrust among stakeholders who […]