March 11 @ 2:00 pm – 3:00 pm ET
For many nonprofits, the CRM that once supported their fundraising efforts has become a roadblock.
Siloed data, clunky processes, and a lack of visibility into donor engagement make it harder to build meaningful donor connections. But deciding whether to change platforms is a major decision, and the process can feel overwhelming.
How do you know if switching CRMs is the right move? And if it is, how do you navigate the transition successfully?
Join Virtuous and Barker & Scott for a deep dive into when, why, and how to evaluate a CRM change. We’ll walk through the key decision points, stakeholder buy-in strategies, and transition best practices that will set your team up for success.
Key Takeaways:
- How to assess whether your CRM is helping or hindering your fundraising success.
- Key criteria for evaluating a CRM change, from visioning to fit-gap analysis.
- Strategies for securing internal buy-in and making the financial case for change.
- Best practices for a smooth CRM selection, migration, and adoption process.
- Common pitfalls to avoid—and how to ensure your new system drives real impact
Register now to gain the insights you need to confidently navigate your CRM decision and build a technology foundation that fuels generosity.