October 23 @ 1:00 pm – 2:00 pm ET
Changing your CRM can feel overwhelming. But staying stuck in a system that slows down your team and limits your fundraising is even riskier.
In this webinar with our friends at Microsoft, you’ll get a step-by-step roadmap for leading a successful CRM transition, without losing momentum or donor trust.
Whether you’re starting the process or preparing to make the transition, this session will give you the clarity and confidence you need to make the switch and grow through it.
What You’ll Learn:
- How outdated tools and siloed data are holding your team back and what the top nonprofits do differently.
- Learn how to get buy-in across your organization, from fundraising and marketing to IT and finance.
- Practical tips to guide your team through transition with clarity, transparency, and trust.
- How to clean, prioritize, and migrate only the information that drives real fundraising outcomes.
- See how to structure your timeline, avoid common pitfalls, and make training stick.
- Hear directly from a nonprofit leader who’s successfully made the switch: what worked, what didn’t, and what they’d do differently.
You’ll also receive:
- A free CRM Conversion Playbook
- A chance to connect with experts who’ve helped hundreds of nonprofits make the switch and grow generosity in the process
If you’ve been putting off this decision because it feels too risky or complicated, this webinar is your invitation to rethink what’s possible and move forward with confidence.