I’ve always been a fan of the explanatory power of metaphors and similes, especially sports metaphors. “Crossing the finish line,” “Being a good team member,” “Handing off the ball” all make complicated things clearer (for me...
Read more5 Things (You May Have Overlooked) for Successful CRM Implementation
Zuri Group has had the good fortune of helping dozens of our clients plan and complete a successful CRM Implementation. A well-organized selection process (see some ideas on that here) should have you well-positioned, but once you sign, there will many more things to...
Read moreFiscal Year End Tips for a Brave New World
This year seems a bit different for many in the advancement operations business around the U.S. Volume seems lower, as supported by this helpful if a bit depressing NonProfitTimes piece. In addition, certain giving areas –athletics in higher education for instance–...
Read moreIs CDP the new CRM?
Have you heard the news? ‘CRM is a thing of the past. CDP is where it’s at these days.’ A CDP, or customer data platform, allows users to integrate data across multiple applications so that engagement details and strategies can be housed in, or at...
Read moreTechnology+Data=Awesome Advancement Services
Have you seen Spectre, the newest 007 edition? It’s great fun. As with recent Bond films, technology and data play an increasingly important role in achieving success. Sound familiar? I had an “aha” moment during the film that the great and vital coupling of 007 and Q...
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