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District IV Annual Conference 2025

The Great CRM Question: Which is best for my institution?

Monday, April 7, 2025
1:30 PM - 2:30 PM CT
Speaker(s): John Gough, Assistant Vice President of Advancement Data Operations, University of Texas at Austin, Chris Kollar, Assistant Vice President, Development Services, SMU, Gisela Simental, Senior Director of Business Intelligence, The University of Texas at El Paso, Lori Stirling, Associate Managing Vice President, Implementation Services, BWF
Competencies: Business and Financial AcumenStrategic Thinking
Experience Level: All Levels
Elective Session
Advancement Services

Are you ready to dive into the world of Customer Relationship Management (CRM) systems and uncover the best solutions for higher education and advancement? Join us for an engaging and insightful session where we put three leading CRM platforms—Salesforce (Affinaquest, Kindsight) Slate for Advance, Raisers Edge, and Dynamics CRMs —head-to-head in a showdown that will reveal the strengths, weaknesses, and unique features of each system. We'll explore how each CRM handles data management, user experience, integration capabilities, and customization options. Discover which platform offers the best support for donor engagement and alumni relations. Whether you’re looking to streamline your institution’s operations, improve stakeholder engagement, or make data-driven decisions, this session will provide the clarity and insights needed to choose the right CRM for your unique needs.

BWF will facilitate this session and will highlight a panel of three nonprofit leaders on different CRM platforms.

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