Webinar
Includes a Live Web Event on Tuesday, June 24, 2025
10a PT / 1p ET
Are you constantly battling inefficiencies, data silos, or outdated technology within your current CRM? Wondering if there’s a better way to manage your fundraising efforts and constituent relationships?
If you’re questioning whether your CRM is truly meeting your organization’s evolving needs, this interactive session is for you. Join Caroline Chang from Kindsight and Chris Campbell from Attain Partners for a dynamic, meeting-style event designed specifically for leaders in advancement and fundraising.
Think of this as a free hour of expert consulting. Come prepared with your questions, share your experiences, and gain valuable insights from those who have successfully navigated this complex journey.
What You’ll Gain from This Interactive Discussion
- Identify the Telltale Signs: Learn to recognize the key opportunities and warning signals that indicate it might be time for a new CRM.
- Chart Your Course: Discover how to effectively map out the initial steps to thoroughly assess your organization’s need for a CRM change.
- Secure Stakeholder Buy-In: Understand crucial strategies for effectively communicating the need and getting the green light for a new CRM project.
- Strategic Clarity: Codify your thoughts and develop a strategic approach before making significant decisions about your CRM future.
- Peer Learning & Networking: Share your unique challenges and learn from the experiences of other advancement leaders facing similar situations.
Meet the Hosts
Chris Campbell
Principal and Advancement Advisory Lead
Attain Partners
Caroline Chang
Vice President, Product Evangelism
Kindsight
