From Go-Live to Growth Driver: A Conversation on CRM Stabilization and Adoption-Presentation

Presentation

Pdf Summary

The document is a webinar-style conversation titled <strong>“From Go Live to Growth Driver: A conversation on CRM Stabilization and Adoption”</strong> featuring <strong>Caroline Chang, VP of Advancement at Kindsight</strong>, and <strong>Dr. Shalonda Martin, Executive Director of Advancement Services at Pomona College</strong>.

The presentation introduces Kindsight as a fundraising technology company that uses <strong>big data, AI, and automation</strong> to help organizations engage donors at the right time and improve fundraising productivity. It highlights Kindsight’s scale, flexibility, security, and broad capabilities, along with its large base of users, organizations, and institutional partners.

Dr. Martin then provides context from <strong>Pomona College</strong>, emphasizing its strong fundraising performance, large endowment, and recent historic fundraising years. The discussion focuses on the transition from CRM implementation to meaningful adoption, described as the <strong>“implementation to adoption gap.”</strong>

Key themes include:
- <strong>CRM advancement foundations</strong>
- <strong>Governance</strong>
- <strong>Champions and sponsors</strong>
- <strong>Practical KPIs</strong>
- <strong>Next steps for sustaining adoption</strong>

The overall message is that a CRM system only becomes valuable when organizations build strong governance, secure internal champions, and track practical performance measures that support long-term use. The session closes with a Q&A invitation and Kindsight’s closing tagline about making fundraising smarter, faster, and more enjoyable.

Keywords

CRM adoption

CRM stabilization

fundraising technology

big data

artificial intelligence

automation

governance

donor engagement

Pomona College

implementation to adoption gap