Presentation Files

 This meeting was dedicated to presentations and discussions about advancement CRM planning and implementation.  Presentations were made by experienced industry consultants and by representatives from colleges and universities that have recently chosen and/or begun implementation of an advancement CRM - enabling considerable breadth and scope of discussion. 

  THANK YOU everyone for a very successful event! 

  Approximately 60 institutions participated (primarily mid-size colleges, large universities and systems).  The vast majority were specifically interested in replacing their legacy advancement (ERP) system with a contemporary 'CRM' system. 

Most Notable Quote (paraphrasing)

 "Implementing an advancement CRM system is like building a Mr Potato Head"