CRM Upgrade & Strategic Counsel

Ivy League University

The Problem

Lack of Alignment

The University was stuck in an aging CRM instance due to customizations and other decisions.

The Solution


The University partnered with Zuri to move the team from the old CRM to the new. Along the way, the client selected Zuri to provide strategic counsel on its advancement technology roadmap, online tool selection, and Zuri’s engagement continues.

The Result


Zuri’s work with has increased positive user survey responses by 200%, resulted in on-time and on-budget, high-quality results, and positioned the advancement systems team for future projects.

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