CRM Training: Maximizing the Potential of Your New System
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Make decisions that drive donor action
Increase your decision-making confidence by drawing on insights from your data. By optimizing your CRM and your entire data ecosystem, you can start dialing in donor strategies that support your organization’s long-term financial health. We’ll show you how.
Success Story:
Leaving a legacy—system
In 2017, Keystone Symposia on Molecular and Cellular Biology realized that its custom-built conference management legacy software system could no longer keep up with their evolving technology needs. They engaged JCA to guide them through a formal system selection process and with JCA’s help, Keystone Symposia underwent the ultimate post-pandemic revolution.
Guide
Budgeting for CRM Change
What You Need to Know Before Moving to a New System
A well-implemented CRM can be a game-changer, streamlining operations, enhancing donor engagement, and ultimately, increasing your impact. But with a myriad of options and varying costs, choosing the right CRM can feel daunting.
This guide is designed to simplify the process, providing you with the information and tools needed to make informed decisions.
Helping these organization make the world better
Hear from our clients
JCA provided the strategic insight and structured guidance we needed to confidently navigate the CRM selection process. Their deep expertise in advancement systems helped us align internal priorities, evaluate vendor options, and ultimately select a solution that best fits Baylor’s long-term philanthropic goals.
Stacey Cook, Vice President, Advancement
Baylor College of Medicine
We were very pleased working with JCA to review the possibilities of database projects, and so appreciated their guidance on how to prioritize work and shared best practices. We will continue to work with JCA for future projects, as everyone has been professional and very helpful in saving us time and staying focused on the end result.
Shannon Stone, Director of Philanthropic Operations
Children's Mercy Kansas City
Unlock the power of your data.
Turn your rich data into a powerful advantage. Our nonprofit consulting experts are here to show you how.