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:
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 […]
For all of my Advancement Colleagues, I have a Precision Practices tip for you. I’m going to talk about the 4 stages that will help you prepare for Data Conversion and increase the success of your CRM Implementation. When I first engage with my clients, I routinely ask – what are your major concerns […]
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 […]