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Webinar occured at October 13, 2022 at 11:00am (EDT)

Watch On-Demand

On-Demand Webinar Hosted by Affinaquest

Is your institution ready to move off its clunky, legacy advancement CRM? Want to create a more data-centric culture in your advancement shop?

In this Affinaquest-hosted on-demand webinar, representatives from four institutions of higher education discuss how they each successfully evaluated and selected a new advancement CRM. Topics include:

-the RFP process,
-setting goals, timeline, and staff expectations,
-organizing and engaging internal stakeholders,
-bringing in consultants,
-identifying a CRM that suites your organization’s needs and culture,
-what to expect in demos,
-readying your team and data for implementation, and more!

Meet The Speakers

Terry Callaghan

AVP, Information Technology, Analytics and Gift Processing at Rutgers University Foundation

Marianne Siess

Vice President of Advancement Services at Wisconsin Foundation and Alumni Association

Melissa Berrett

Senior Director of IT, Oregon Health and Science University

Brian Duisenberg

Information Systems Director at UC Santa Cruz - University Relations

Watch On-Demand Now

Webinar occured at October 13, 2022 at 11:00am (EDT)