How to Prepare Your Advancement Org for a CRM Implementation

Introduction: Building Bigger and Better

Forward-thinking advancement teams are building nimble CRM ecosystems that support organizational growth and adaptability.

Preparing for a CRM implementation is an opportunity to drive transformative change and propel your organization forward. Drawing from our extensive experience advising and managing numerous successful projects, encompassing strategy planning, full-scale implementations, and process optimizations, we want to share the wisdom we've gained to help you and your staff members navigate this change with confidence.

You want to approach your implementation as an opportunity for improvement and optimization. Don’t try to replicate past systems. Instead, embrace a fresh perspective on how you conduct business and imagine innovative approaches.

This guide is designed to assist you in mitigating risks, paving a smooth path through the technology transformation journey, and taking a strategic approach that will allow you to take advantage of new possibilities. Our goal is to help you maximize your investments, enabling you to stay focused on your core mission and advance your vital initiatives.