Event
Event Details
Where:
Reno, NV
Reno, NV
When:
September 9 - 12, 2025
September 9 - 12, 2025
Attain Partners at aasp Summit 2025
Attain Partners is proud to sponsor aasp Summit 2025! As a trusted partner to top higher education institutions and nonprofit organizations, we’re committed to delivering meaningful innovation, transformation, and impact.
Our team of advancement experts will be on-site, sharing their expertise and connecting with peers working to elevate fundraising and engagement efforts.
Hear from Attain Partners at aasp Summit 2025
Breakout 5I: Best Practices for Prospect Management in a Modern CRM
Friday, September 12, 2025 | 9a – 10a
Many higher education advancement and nonprofit organizations are transitioning from long-standing legacy platforms to modern, cloud-based CRMs. A critical element of successful CRM implementation is defining or redefining prospect management within these complex solutions, which is essential for effective deployment in your fundraising and engagement enterprise.
These new platforms offer incredible flexibility, often leaving institutions with questions about the best way to apply their prospect management philosophy given the myriad options available. However, these projects also provide a valuable opportunity to revisit and refine current processes.
In this session, experts who have successfully implemented robust prospect management functionality in modern CRM solutions at large organizations will share their firsthand experiences.
Speakers
- Chris Campbell, Principal and Advancement Advisory Lead, Attain Partners
- Henry Attaway, Manager, Attain Partners
Setting the Foundation: Advancement CRM Readiness
Before jumping into implementation, it’s critical to evaluate your institution’s readiness for a CRM transition. Learn how to prepare teams, processes, and data to set the stage for success.
A Strategic Approach to CRM Implementation
Discover how higher education institutions can implement Advancement CRMs more effectively through structured project governance, change management, and technical strategy.
Advancement + Marketing Cloud: Getting Started
Learn how to optimize your Advancement CRM with the power of Marketing Cloud to drive stronger engagement, boost productivity, and improve campaign performance.
