{"id":19437,"date":"2025-01-01T21:03:26","date_gmt":"2025-01-01T21:03:26","guid":{"rendered":"https:\/\/teamheller.com\/?p=19437"},"modified":"2025-08-18T15:40:30","modified_gmt":"2025-08-18T15:40:30","slug":"how-to-prepare-your-advancement-org-for-a-crm-implementation","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/blog\/how-to-prepare-your-advancement-org-for-a-crm-implementation","title":{"rendered":"How to Prepare Your Advancement Org for a CRM Implementation"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19437\" class=\"elementor elementor-19437\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-42c96fc9 e-con-full e-flex e-con e-parent\" data-id=\"42c96fc9\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-3d5637d5 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"3d5637d5\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;slideInLeft&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-b2fb774 e-con-full e-flex elementor-invisible e-con e-child\" data-id=\"b2fb774\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;animation&quot;:&quot;slideInRight&quot;,&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7a4c0246 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"7a4c0246\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">How to Prepare Your Advancement Org for a CRM Implementation<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-34770e90 e-con-full e-flex elementor-invisible e-con e-parent\" data-id=\"34770e90\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;animation&quot;:&quot;fadeIn&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-1bee0585 e-con-full e-flex e-con e-child\" data-id=\"1bee0585\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6235cfd5 elementor-toc--minimized-on-mobile elementor-widget__width-initial elementor-widget elementor-widget-table-of-contents\" data-id=\"6235cfd5\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;headings_by_tags&quot;:[&quot;h2&quot;],&quot;exclude_headings_by_selector&quot;:[],&quot;no_headings_message&quot;:&quot;No headings were found on this page.&quot;,&quot;minimized_on&quot;:&quot;mobile&quot;,&quot;sticky&quot;:&quot;top&quot;,&quot;sticky_offset&quot;:80,&quot;sticky_parent&quot;:&quot;yes&quot;,&quot;marker_view&quot;:&quot;numbers&quot;,&quot;minimize_box&quot;:&quot;yes&quot;,&quot;hierarchical_view&quot;:&quot;yes&quot;,&quot;min_height&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_tablet&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;min_height_mobile&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:[]},&quot;sticky_on&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;],&quot;sticky_effects_offset&quot;:0,&quot;sticky_anchor_link_offset&quot;:0}\" data-widget_type=\"table-of-contents.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__header\">\n\t\t\t\t\t\t<h4 class=\"elementor-toc__header-title\">\n\t\t\t\tTable of Contents\t\t\t<\/h4>\n\t\t\t\t\t\t\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--expand\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__6235cfd5\" aria-expanded=\"true\" aria-label=\"Open table of contents\"><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-down\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M207.029 381.476L12.686 187.132c-9.373-9.373-9.373-24.569 0-33.941l22.667-22.667c9.357-9.357 24.522-9.375 33.901-.04L224 284.505l154.745-154.021c9.379-9.335 24.544-9.317 33.901.04l22.667 22.667c9.373 9.373 9.373 24.569 0 33.941L240.971 381.476c-9.373 9.372-24.569 9.372-33.942 0z\"><\/path><\/svg><\/div>\n\t\t\t\t<div class=\"elementor-toc__toggle-button elementor-toc__toggle-button--collapse\" role=\"button\" tabindex=\"0\" aria-controls=\"elementor-toc__6235cfd5\" aria-expanded=\"true\" aria-label=\"Close table of contents\"><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-chevron-up\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M240.971 130.524l194.343 194.343c9.373 9.373 9.373 24.569 0 33.941l-22.667 22.667c-9.357 9.357-24.522 9.375-33.901.04L224 227.495 69.255 381.516c-9.379 9.335-24.544 9.317-33.901-.04l-22.667-22.667c-9.373-9.373-9.373-24.569 0-33.941L207.03 130.525c9.372-9.373 24.568-9.373 33.941-.001z\"><\/path><\/svg><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<div id=\"elementor-toc__6235cfd5\" class=\"elementor-toc__body\">\n\t\t\t<div class=\"elementor-toc__spinner-container\">\n\t\t\t\t<svg class=\"elementor-toc__spinner eicon-animation-spin e-font-icon-svg e-eicon-loading\" aria-hidden=\"true\" viewBox=\"0 0 1000 1000\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M500 975V858C696 858 858 696 858 500S696 142 500 142 142 304 142 500H25C25 237 238 25 500 25S975 237 975 500 763 975 500 975Z\"><\/path><\/svg>\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-300cd2d0 e-con-full e-flex e-con e-child\" data-id=\"300cd2d0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2696c3eb elementor-widget elementor-widget-heading\" data-id=\"2696c3eb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Introduction: Building Bigger and Better<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5f8da244 elementor-widget elementor-widget-text-editor\" data-id=\"5f8da244\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-77e1ec65-7463-48cb-8702-72dfd1213fd6\" data-block=\"true\" data-editor=\"1s71n\" data-offset-key=\"77e1ec65-7463-48cb-8702-72dfd1213fd6-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"77e1ec65-7463-48cb-8702-72dfd1213fd6-0-0\"><div class=\"rte-item rte-beb189cb-99a1-4259-b421-836aea43e2fd\" data-block=\"true\" data-editor=\"3lm92\" data-offset-key=\"beb189cb-99a1-4259-b421-836aea43e2fd-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"beb189cb-99a1-4259-b421-836aea43e2fd-0-0\"><div class=\"rte-item rte-34a73fe4-06fd-41af-bc81-09aecbb86216\" data-block=\"true\" data-editor=\"8olqg\" data-offset-key=\"34a73fe4-06fd-41af-bc81-09aecbb86216-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"34a73fe4-06fd-41af-bc81-09aecbb86216-0-0\"><p>Forward-thinking advancement teams are modernizing their CRM ecosystems to better support alumni engagement, fundraising performance, and institutional growth.<\/p><p>A CRM implementation isn\u2019t just a tech upgrade\u2014it\u2019s a strategic opportunity to transform how your institution builds relationships, manages data, and drives philanthropic outcomes. Drawing from our experience leading CRM strategy and implementation projects across higher ed, we\u2019ve developed this guide to help advancement leaders navigate change with clarity and confidence.<\/p><p>Rather than replicating legacy systems, this is your chance to reimagine how advancement operates. With the right approach, your CRM can become a catalyst for innovation, efficiency, and deeper constituent engagement.<\/p><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2e93b2a6 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"2e93b2a6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d804adc elementor-widget elementor-widget-heading\" data-id=\"7d804adc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Before You Get Started<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4366ca1b e-con-full e-flex e-con e-child\" data-id=\"4366ca1b\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-cd5ff70 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"cd5ff70\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tAssess Your Needs \n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-72ed362c elementor-widget elementor-widget-text-editor\" data-id=\"72ed362c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-fb94baad-955e-4bf5-804c-dfd673b39b17\" data-block=\"true\" data-editor=\"9nf25\" data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"fb94baad-955e-4bf5-804c-dfd673b39b17-0-0\"><div class=\"rte-item rte-4ad96a26-1c98-41f9-bb62-8442ab73080f\" data-block=\"true\" data-editor=\"3a2ob\" data-offset-key=\"4ad96a26-1c98-41f9-bb62-8442ab73080f-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"4ad96a26-1c98-41f9-bb62-8442ab73080f-0-0\"><p>Start by identifying the core functionalities your advancement office requires. These may include:<\/p><ul><li>Major and planned giving workflows<\/li><li>Alumni and donor engagement tracking<\/li><li>Campaign and appeal management<\/li><li>Event registration and stewardship<\/li><li>Prospect research and pipeline reporting<\/li><\/ul><p>\u00a0<\/p><p>Understanding these needs will help you build a roadmap that aligns with your institution\u2019s advancement strategy. For a deeper look at how we approach this, explore our\u00a0<a class=\"fui-Link ___w5et180 f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv f1mo0ibp fjoy568 ff5ikls f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a\" tabindex=\"0\" href=\"\/what-we-do-technology-strategy\/implementation\/salesforce\" target=\"_blank\" rel=\"noopener\" data-tabster=\"{&quot;restorer&quot;:{&quot;type&quot;:1}}\">CRM implementation services for Salesforce<\/a>.<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2d73df91 e-con-full e-flex e-con e-child\" data-id=\"2d73df91\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-29f32478 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"29f32478\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tBudget Beyond the Basics\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-426036ba elementor-widget elementor-widget-text-editor\" data-id=\"426036ba\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-3f051c1c-2cca-4202-8697-159466f6afca\" data-block=\"true\" data-editor=\"ine9\" data-offset-key=\"3f051c1c-2cca-4202-8697-159466f6afca-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"3f051c1c-2cca-4202-8697-159466f6afca-0-0\"><div class=\"rte-item rte-58314dc6-ee9d-4576-82ab-87dcd10981b6\" data-block=\"true\" data-editor=\"7320f\" data-offset-key=\"58314dc6-ee9d-4576-82ab-87dcd10981b6-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"58314dc6-ee9d-4576-82ab-87dcd10981b6-0-0\"><div class=\"rte-item rte-6a261c98-71f9-4b62-8442-ab73080f7dd2\" data-block=\"true\" data-editor=\"fid8m\" data-offset-key=\"6a261c98-71f9-4b62-8442-ab73080f7dd2-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"6a261c98-71f9-4b62-8442-ab73080f7dd2-0-0\"><p>CRM implementations in higher ed often span multiple fiscal years and touch many departments. Budgeting should account for:<\/p><ul><li>Technical implementation and licensing<\/li><li>Change management and training<\/li><li>Data migration and cleansing<\/li><li>Business process redesign<\/li><li>Stakeholder engagement and consensus-building<\/li><\/ul><p>\u00a0<\/p><p>Consult peer institutions and vendors to benchmark realistic costs. Don\u2019t underestimate the investment required to drive adoption and long-term success.<\/p><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-bd545a6 e-con-full e-flex e-con e-child\" data-id=\"bd545a6\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-570e5546 elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"570e5546\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tGet Aligned On Goals &amp; Success Metrics \n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3b7b43bd elementor-widget elementor-widget-text-editor\" data-id=\"3b7b43bd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-f93b6284-42ab-4308-8f7d-d2151b3a44fd\" data-block=\"true\" data-editor=\"lr7j\" data-offset-key=\"f93b6284-42ab-4308-8f7d-d2151b3a44fd-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"f93b6284-42ab-4308-8f7d-d2151b3a44fd-0-0\"><p>Your CRM should support broader institutional priorities\u2014whether that\u2019s increasing alumni participation, launching a capital campaign, or improving donor retention.<\/p><p>Bring together advancement leadership, IT, and institutional research to define success metrics. These might include:<\/p><ul><li>Growth in donor pipeline<\/li><li>Improved data quality scores<\/li><li>Increased engagement across channels<\/li><li>Reduced time to gift processing<\/li><\/ul><p>\u00a0<\/p><p>This alignment ensures your CRM investment delivers measurable impact.<\/p><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-4ddead2d e-con-full e-flex e-con e-child\" data-id=\"4ddead2d\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-716a82a elementor-position-inline-start elementor-view-default elementor-mobile-position-block-start elementor-widget elementor-widget-icon-box\" data-id=\"716a82a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-box.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-icon-box-wrapper\">\n\n\t\t\t\t\t\t<div class=\"elementor-icon-box-icon\">\n\t\t\t\t<span  class=\"elementor-icon\">\n\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-far-arrow-alt-circle-right\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M504 256C504 119 393 8 256 8S8 119 8 256s111 248 248 248 248-111 248-248zm-448 0c0-110.5 89.5-200 200-200s200 89.5 200 200-89.5 200-200 200S56 366.5 56 256zm72 20v-40c0-6.6 5.4-12 12-12h116v-67c0-10.7 12.9-16 20.5-8.5l99 99c4.7 4.7 4.7 12.3 0 17l-99 99c-7.6 7.6-20.5 2.2-20.5-8.5v-67H140c-6.6 0-12-5.4-12-12z\"><\/path><\/svg>\t\t\t\t<\/span>\n\t\t\t<\/div>\n\t\t\t\n\t\t\t\t\t\t<div class=\"elementor-icon-box-content\">\n\n\t\t\t\t\n\t\t\t\t\t\t\t\t\t<p class=\"elementor-icon-box-description\">\n\t\t\t\t\t\tEstablish a Clear Decision-Making Process \n\t\t\t\t\t<\/p>\n\t\t\t\t\n\t\t\t<\/div>\n\t\t\t\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7d64d9a4 elementor-widget elementor-widget-text-editor\" data-id=\"7d64d9a4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-7297eb03-142d-4b99-89f2-3e22a1a448ef\" data-block=\"true\" data-editor=\"506a6\" data-offset-key=\"7297eb03-142d-4b99-89f2-3e22a1a448ef-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"7297eb03-142d-4b99-89f2-3e22a1a448ef-0-0\"><div class=\"rte-item rte-625a2271-1629-484f-9aa0-42b8a96a9edc\" data-block=\"true\" data-editor=\"9ksi9\" data-offset-key=\"625a2271-1629-484f-9aa0-42b8a96a9edc-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"625a2271-1629-484f-9aa0-42b8a96a9edc-0-0\"><p>CRM decisions often involve advancement, IT, finance, and executive leadership. Define:<\/p><ul><li>Who has decision authority<\/li><li>How input will be gathered<\/li><li>What values will guide choices<\/li><li>How consensus will be built<\/li><\/ul><p>\u00a0<\/p><p>A transparent governance model helps avoid delays and ensures buy-in across campus.<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bf35c43 elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"3bf35c43\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6f7fd466 elementor-widget elementor-widget-heading\" data-id=\"6f7fd466\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Is Your Data Ready? \n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-991e05 elementor-widget elementor-widget-text-editor\" data-id=\"991e05\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b\" data-block=\"true\" data-editor=\"9tuh0\" data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\"><p>Data is the lifeblood of advancement. Before migrating to a new CRM, assess:<\/p><ul><li>Data accuracy and completeness<\/li><li>Duplicate and outdated records<\/li><li>Governance policies and access controls<\/li><li>Integration points with student systems, finance, and marketing<\/li><\/ul><p>\u00a0<\/p><p>Avoid the temptation to move everything \u201cjust in case.\u201d Focus on clean, actionable data that supports strategic engagement.<\/p><p>Use this transition to establish or refine data governance\u2014clarifying who owns what data, who can update it, and how it\u2019s used across systems. Learn more about our approach to\u00a0<a class=\"fui-Link ___w5et180 f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv f1mo0ibp fjoy568 ff5ikls f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a\" tabindex=\"0\" href=\"\/what-we-do\/data-services-for-nonprofits\" target=\"_blank\" rel=\"noopener\" data-tabster=\"{&quot;restorer&quot;:{&quot;type&quot;:1}}\">data services for higher ed<\/a>.<\/p><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-25f1632c elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"25f1632c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-38aa0630 elementor-widget elementor-widget-heading\" data-id=\"38aa0630\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Build Your Technology Transformation Team<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-191a0509 elementor-widget elementor-widget-text-editor\" data-id=\"191a0509\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b\" data-block=\"true\" data-editor=\"9tuh0\" data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"ee4d4e12-5e8d-43c5-b62d-ec32fc7b7a6b-0-0\"><div class=\"rte-item rte-dd6b3fc3-e50f-4e41-87db-b1638095404f\" data-block=\"true\" data-editor=\"dusl2\" data-offset-key=\"dd6b3fc3-e50f-4e41-87db-b1638095404f-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"dd6b3fc3-e50f-4e41-87db-b1638095404f-0-0\"><p>CRM implementation is a cross-functional effort. Your team should include:<\/p><ul><li>Advancement operations and fundraising leads<\/li><li>IT and data specialists<\/li><li>Alumni relations and stewardship staff<\/li><li>Finance and compliance representatives<\/li><li>Executive sponsors<\/li><\/ul><p>\u00a0<\/p><p>Each brings a unique lens to the project. Their collaboration ensures the CRM reflects real-world workflows and institutional priorities.<\/p><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1a8ed378 elementor-widget elementor-widget-image\" data-id=\"1a8ed378\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"800\" height=\"707\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;fit=800%2C707\" class=\"attachment-large size-large wp-image-19334\" alt=\"A circular diagram titled Technology Transformation features segments for CEO\/Executive Director, CIO\/CTO, Head of HR, CFO, Development\/Marketing, and Mission\/Programs\u2014each linked in a continuous loop to support seamless CRM implementation guide strategies.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all 1500w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle-300x265.jpg?strip=all 300w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle-1024x905.jpg?strip=all 1024w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle-150x133.jpg?strip=all 150w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle-768x678.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;w=600 600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;w=900 900w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;w=1200 1200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2023\/06\/crm-implementation-cycle.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2e0de805 e-con-full e-flex e-con e-child\" data-id=\"2e0de805\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-550e04db elementor-widget elementor-widget-text-editor\" data-id=\"550e04db\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><h5 style=\"text-align: center;\"><span data-offset-key=\"98f3319f-3f20-4fda-9480-bfe67f722f71-0-0\">Transitioning business processes exactly as they exist today is a missed opportunity. When you invest in technology transformation, build for the future<\/span><span data-offset-key=\"98f3319f-3f20-4fda-9480-bfe67f722f71-0-1\">\u2014<\/span><span data-offset-key=\"98f3319f-3f20-4fda-9480-bfe67f722f71-0-2\">improve, rethink, take advantage of efficiencies.<\/span><\/h5><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-899b44b elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"899b44b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-ab05d47 elementor-widget elementor-widget-heading\" data-id=\"ab05d47\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Quick Reminders for Leaders During a CRM Implementation<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-5c003627 e-con-full e-flex e-con e-child\" data-id=\"5c003627\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-576f6578 elementor-widget elementor-widget-text-editor\" data-id=\"576f6578\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><p><strong>Lead with strategy<\/strong>: Technology should serve your advancement goals, not the other way around.<\/p><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6083c5cc e-con-full e-flex e-con e-child\" data-id=\"6083c5cc\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-335e48f5 elementor-widget elementor-widget-text-editor\" data-id=\"335e48f5\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><p><strong>Support your team<\/strong>: Change is hard. Invest in training, communication, and empathy.<\/p><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3fe147b2 e-con-full e-flex e-con e-child\" data-id=\"3fe147b2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46195a9c elementor-widget elementor-widget-text-editor\" data-id=\"46195a9c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><p><strong>Think long-term<\/strong>: Build for flexibility and future growth, not just today\u2019s needs.<\/p><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1a164813 e-con-full e-flex e-con e-child\" data-id=\"1a164813\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-46046a2d elementor-widget elementor-widget-text-editor\" data-id=\"46046a2d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><p><strong>Clean your data early<\/strong>: Don\u2019t wait until go-live to address quality issues.<\/p><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2c0de261 e-con-full e-flex e-con e-child\" data-id=\"2c0de261\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-2e871d73 elementor-widget elementor-widget-text-editor\" data-id=\"2e871d73\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><p><strong>Review contracts carefully<\/strong>: Understand what\u2019s included, what\u2019s extra, and what\u2019s missing.<\/p><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2c75a121 e-con-full e-flex e-con e-child\" data-id=\"2c75a121\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-622cdeae elementor-widget elementor-widget-text-editor\" data-id=\"622cdeae\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"b84cfea6-09e8-45df-a998-1a119bd8be81-0-0\"><div class=\"rte-item rte-84603a69-f49a-470e-ab54-b47c80ee9043\" data-block=\"true\" data-editor=\"cj6c5\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"84603a69-f49a-470e-ab54-b47c80ee9043-0-0\"><p><strong>Engage stakeholders<\/strong>: Their insights will surface blind spots and strengthen adoption.<\/p><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-74b75bcf elementor-widget-divider--view-line elementor-widget elementor-widget-divider\" data-id=\"74b75bcf\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"divider.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"elementor-divider\">\n\t\t\t<span class=\"elementor-divider-separator\">\n\t\t\t\t\t\t<\/span>\n\t\t<\/div>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-7eaa25c2 e-con-full e-flex e-con e-parent\" data-id=\"7eaa25c2\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-3c98427a e-con-full e-flex e-con e-child\" data-id=\"3c98427a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-473fb1bc e-con-full e-flex e-con e-child\" data-id=\"473fb1bc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-50c9d5fc elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"50c9d5fc\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Your partner for advancement success<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a0eef18 elementor-widget elementor-widget-text-editor\" data-id=\"5a0eef18\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"rte-item rte-1396a452-9840-4294-9720-7e787a468f16\" data-block=\"true\" data-editor=\"8b3ov\" data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"1396a452-9840-4294-9720-7e787a468f16-0-0\"><div class=\"rte-item rte-97a74f78-691d-4f5f-866a-f2f63ec43848\" data-block=\"true\" data-editor=\"63nnm\" data-offset-key=\"97a74f78-691d-4f5f-866a-f2f63ec43848-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"97a74f78-691d-4f5f-866a-f2f63ec43848-0-0\"><div class=\"rte-item rte-bbb6683a-4f4e-457f-a09f-39ffaf479e23\" data-block=\"true\" data-editor=\"ffdam\" data-offset-key=\"bbb6683a-4f4e-457f-a09f-39ffaf479e23-0-0\"><div class=\"public-DraftStyleDefault-block public-DraftStyleDefault-ltr\" data-offset-key=\"bbb6683a-4f4e-457f-a09f-39ffaf479e23-0-0\"><p><span data-offset-key=\"bbb6683a-4f4e-457f-a09f-39ffaf479e23-0-0\"><span data-offset-key=\"bbb6683a-4f4e-457f-a09f-39ffaf479e23-0-0\"><a href=\"\/\">Heller Consulting<\/a> <\/span><\/span>helps colleges and universities implement CRM systems that support advancement success. From strategy and planning to implementation and change management, we bring deep expertise in higher ed technology ecosystems.<\/p><p>Explore how we support\u00a0<a class=\"fui-Link ___w5et180 f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv f1mo0ibp fjoy568 ff5ikls f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a\" tabindex=\"0\" href=\"\/clients\/education\" target=\"_blank\" rel=\"noopener\" data-tabster=\"{&quot;restorer&quot;:{&quot;type&quot;:1}}\">education clients<\/a>\u00a0and let\u2019s work together to build a CRM that powers your institution\u2019s mission and strengthens alumni and donor relationships.<\/p><\/div><\/div><\/div><\/div><\/div><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4953248c elementor-widget elementor-widget-button\" data-id=\"4953248c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/contact-us\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CONTACT US<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>How to Prepare Your Advancement Org for a CRM Implementation Table of Contents Introduction: Building Bigger and Better Forward-thinking advancement teams are modernizing their CRM ecosystems to better support alumni engagement, fundraising performance, and institutional growth. A CRM implementation isn\u2019t just a tech upgrade\u2014it\u2019s a strategic opportunity to transform how your institution builds relationships, manages [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":19439,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[120,508],"tags":[793,794,795,796,797,798,799,800,801,802,190,803,191,804,771,805,776,806,791,792],"ppma_author":[474],"class_list":["post-19437","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-higher-education","category-guide-content","tag-advancement-services","tag-crm-for-advancement","tag-data-governance-in-higher-ed","tag-technology-transformation-in-universities","tag-strategic-crm-planning","tag-higher-ed-technology-strategy","tag-alumni-relations","tag-capital-campaign-readiness","tag-student-and-alumni-data","tag-crm-migration-higher-ed","tag-alumni-engagement","tag-higher-ed-change-management","tag-higher-ed-fundraising","tag-university-tech-stack","tag-higher-education-crm","tag-crm-readiness-checklist","tag-advancement-operations","tag-nonprofit-crm-for-education","tag-university-crm-implementation","tag-donor-management-in-higher-ed"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to Prepare Your Advancement Org for a CRM Implementation - Heller Consulting<\/title>\n<meta name=\"description\" content=\"Is your advancement team ready for a CRM upgrade? 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