Elevating Advancement Outcomes with CRM Advance


Carla Norris - Ellucian carla.norris@ellucian.com


Time: Tuesday 26th, 10:00-10:50am Time subject to change

Location: Keystone Suite

Primary Track: Advancement

Crosslisted Track(s):

Audience Level: All Attendees


As your institution plans for the next fundraising efforts, it's natural to evaluate whether the right strategy, software, and processes are in place. In this session, we'll discuss strategies for implementing a CRM approach-strategy, processes, and tools--holistically across the organization. We'll cover the difference between a CRM for advancement and a standard operational database, and identify important questions for planning technology modernization for advancement, change management, and building support internally for evolving advancement technology and operations to achieve fundraising and engagement goals

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