Navigating a CRM Transition in Fundraising & Advancement-Recording

Video Transcription

Video Summary

The video is a discussion between professionals on Customer Relationship Management (CRM) systems, focusing on their experiences with transitioning to new CRMs. Carolyn Chang from Kindsight moderates the panel, featuring industry experts like Jeremy Ball, Linda Hartford, Emily Koniski, and Bob Rickards. They share insights on the complexities of CRM transitions, emphasizing the importance of data cleanup before conversion, engaging all stakeholders, and managing change effectively. Key points include understanding the needs of various user groups, such as gift processors and fundraisers, and ensuring comprehensive training and support. The panelists discuss the potential issues with data mapping, particularly around gift processing and reconciliation, and highlight the importance of flexibility and ongoing improvements post-implementation. The transition period often lasts several years, with a focus on stabilization and continuous enhancements. Celebrating milestones and maintaining clear communication helps in managing resistance and fostering a culture of data-driven decision-making. The session underscores the challenges and benefits of CRM systems in improving fundraising analytics, donor segmentation, and reporting, enabling more effective donor interactions.

Keywords

CRM systems

data cleanup

stakeholder engagement

change management

user training

data mapping

gift processing

fundraising analytics

donor segmentation