From Go-Live to Growth Driver: A CRM Maturity Framework for Advancement Teams

About

Many advancement teams invest heavily in a CRM implementation -- and then wonder why they're not getting more out of it. Technology is only part of the equation. How your team uses it, the processes built around it, and the strategic decisions made along the way all determine whether your CRM stays a tool or becomes a true business driver. Whether you’re looking to maximize your solution set or just starting to plan your implementation, learn practical tips for evaluating and elevating the use of your CRM.

This session introduces a strategic CRM framework to drive value and impact, for advancement professionals at any stage of their journey. Across five stages -- from Ad Hoc to Strategic -- you'll learn about the characteristics at each stage, understand what's holding you back, and walk away with actionable steps to move forward in your CRM evolution. No matter which CRM you're using or planning for, this session will provide a structured approach to assessment and growth.

Meet the Speaker

Melissa Kwilosz, Vice President, Client Strategy, Kindsight

Summary

Availability:

Registration Required

Location:

Online Meeting

Date / Time:

May 12, 2026 1:00 PM - 2:00 PM ET

Credit Offered:

No Credit Offered

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