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Home » Newsroom » Events
Webinar

Is Your CRM Holding You Back? Prepare for What's Next

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Get immediate access to this recorded conversation by filling out the form below

2025-06 DIG: Kindsight Advancement Webinar #1

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Are you constantly battling inefficiencies, data silos, or outdated technology within your current CRM?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 recorded session is for you. Hear Caroline Chang from Kindsight and Chris Campbell from Attain Partners lead a dynamic, meeting-style discussion designed specifically for leaders in advancement and fundraising.

Think of this as a free hour of expert consulting to gain valuable insights from those who have successfully navigated this complex journey.

What You’ll Gain from This Recorded 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

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  • This field is hidden when viewing the form
  • About
    • The Attain Way
    • Leadership
    • Who We Serve
    • Alliance Partners
    • Contract Vehicles
    • Attain Digital
      • Executive in Residence Program
    • Attain Research
      • Indirect Cost Rate Policy Updates and Guidance
      • Uniform Guidance
  • Services
    • -
      • Services
    • -
      • Technology
        • Advanced Analytics
        • Application Development and Modernization
        • Data Science
        • Emerging Technology
        • Enterprise Business Solutions
        • Salesforce Innovation
          • Attain Accelerate
          • Managed Services for CRM
          • Salesforce Digital Engagement
    • -
      • Strategy
        • Advancement Advisory
        • Attain Talent Recruiting Services
        • Business Process Modernization
        • Change Management
        • Enrollment Management and Student Services
        • Fundraising Advisory and Precision Philanthropy
        • Inclusion, Diversity, Equity, and Allyship (IDEA) Transformation Services
        • Juran, an Attain Partners Company
        • Library Planning and Strategy
        • Organizational Transformation
        • Program and Project Management
        • Shared and Managed Services
        • Strategic Finance
        • Strategic Planning
    • -
      • Compliance
        • Asset Management and Valuation
        • Contract Negotiation
        • Cost Recovery Optimization
        • Embedded Talent
        • Financial Aid
        • Grants Management
  • Products
    • Rate
    • Research Performance
    • Strategic Finance Performance
  • Newsroom
    • Blog
    • Events & Webinars
    • News
    • Insights
    • Awards
    • Case Studies
  • Careers
    • Open Roles
  • Contact
    • Subscribe

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Keep Your Finger on the Pulse!

Keep Your Finger
on the Pulse!

Subscribe to our monthly email newsletter for expert content to solve your organization’s issues and advance your mission.