CRM Upgrade & Strategic Counsel

Ivy League University

The Problem

Lack of Alignment

The University was stuck in an aging, highly customized CRM.

The Solution


The University partnered with Zuri to move the team from the old CRM to the new. Along the way, Zuri was able to provide strategic counsel on its advancement technology roadmap and online tool selection.

The Result


Zuri’s work was completed on-time and on-budget and The University has increased their positive user survey responses by 200%, positioning the advancement systems team for future projects.

Difficult project on your organization's roadmap?