Salesforce hosted its 2023 Dreamforce conference in San Francisco, and a half dozen of Zuri Group’s team members descended on the conference to glean the most important insights for our clients. Zuri Group has been helping the social sector leverage technology,...
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It’s Not Typically On the Plan… But Watch for the Most Important Part of Your CRM Implementation
A CRM implementation project plan includes detailed workstreams with clear milestones for dozens of items: configuration, conversion, integrations, information delivery, testing, and so much more. However, a crucial component for success is vital to track and discuss...
Read moreA Missed Opportunity for Higher Education: Combined Philanthropy Operations
Our world has evolved into more complex technologies supporting deeper and multi-faceted relationships with constituents. So, it is time we ask why higher education advancement professionals are consistently overlooking a significant opportunity that forward-thinking...
Read moreWFH and Self (Advancement) Service
The last 10 weeks have seen a dizzying array of change, and it’s certainly affecting all of us. Most advancement services offices are adapting to some form of work from home arrangement. But how many have set their teams up for a self-service work environment? We’re...
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