CRM Lessons Learned and Best Practices
3:30 PM - 4:30 PM CT
Speaker(s): Shalonda Martin, Executive Director, Advancement Services, Pomona College, Sarah Lawlor, Director of Development for Operations and Programs, College of Engineering Foundation, North Carolina State University
Elective Session
A well-utilized CRM is the backbone of successful fundraising, alumni engagement, and data-driven decision-making. However, implementation and optimization are often easier said than done. Join us as we share hard-won lessons, pitfalls to avoid, and best practices for getting the most out of your CRM. Whether you're transitioning to a new system, struggling with user adoption, or looking to unlock advanced functionality, this discussion will provide actionable insights to drive efficiency and results.