The Advancement CRM Replacement Challenge

Many organizations underestimate the time and effort required to build the reporting and dashboards needed for a successful system go-live.

While Advancement CRM systems excel at process automation, records management, fundraising, and constituent engagement, they often fall short when it comes to advanced reporting, analytics, and decision support. Basic dashboards and reports are easy to create, but delivering the insights needed for oversight, planning, and executive decision-making can be difficult and costly. These platforms simply aren’t built for that level of reporting.

As a result, nearly all large or sophisticated advancement operations rely on a separate data warehouse and external reporting tools to meet their full information needs.

Most institutions cannot afford a large, dedicated analytics or reporting team. Yet reporting needs are constant and growing, while staffing and resources often lag behind the pace of innovation required by alumni relations, development, and communications. These pressures are further compounded by the need to support legacy systems during multi-year CRM transitions—on top of the ongoing challenges of staff retention, recruitment, and training.

The Raising Insight ABI platform closes these gaps with a robust data warehouse and sophisticated management reporting tools, including advanced campaign tracking and forecasting.

With more than 15 years of continuous development and refinement, ABI has earned the trust of institutions managing hundreds of fundraising staff, millions of constituent records, and campaigns exceeding $1 billion.