by Chris Cannon | Jul 18, 2018 | CRM
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...
by Chris Whisenhunt | May 28, 2018 | CRM
PLEASE NOTE: This method is only available to technical people that have access to the server’s folder structure. I’ve had a lot of clients over the years personalize their instance of Blackbaud CRM by giving it it’s own name and using their very own artwork. There...
by Chris Cannon | May 14, 2018 | 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...
by Brandon Ferris | Sep 29, 2015 | Conversion, CRM
Is there a CRM system implementation in your future? Here are our top three recommendations for how you and your team can ensure a smoother ride. #3: Don’t overlook change management What? Change management? That fluff? Come on, we’re all adults here. We’re all...
