Real-time Reviews: Actionable, Strategic & Collaborative Portfolio Reviews
After a CRM conversion, advancement shops face challenges in system adoption, data integrity, and training all while maintaining momentum in closing gifts. Illinois Real-time Reviews address these challenges using a well-defined process cocreated by advancement services and frontline fundraisers. Conducted in a cross-functional 90-minute sessions, Real-time Reviews bring high priority prospects into focus for fundraisers, outlining next steps and align expectations around data entry.
Learn about the outcomes of the process, including quantifiable progress, improved system adoption, recommendations for additional business improvements and improved working relationships across the advancement enterprise.