276. Donor Data Matters: How to Rock Your Next CRM Implementation at Your Organization - Chris Campbell

Meet Chris. This former major gift officer turned leader of data integrity at the OSU Foundation is talking through the org's CRM Implementation and what a project of this scale entails. This Project Director for the successful implementation of a comprehensive advancement CRM went live in January, and we're chatting preparations, team involvement, and why communication is the bedrock of a successful launch. EPISODE HIGHLIGHTSChris’s story and journey to where he is today (4:30)Overview of CRMs (9:45)Beginning to find the right platform + technology for your organization (12:00)Get to know the market, and get to know yourself as an organization (16:00)The process of migrating donor data (21:00)4 tracks of data migration and implementation of a new CRM (23:00)Maximizing the data that is already in your CRM (25:00)A powerful moment of philanthropy in Chris’s life (28:00)Chris’s One Good Thing: Every business is a people business. (31:00)For more information and episode details visit: www.weareforgood.com/episode/276About Our Sponsor VirtuousYou know we believe Everyone Matters - and we’ve witnessed the greatest philanthropic movements happen when you SEE and activate donors at every level. Here’s the thing, Virtuous created a fundraising platform to help you do just that. It’s much more than a nonprofit CRM. Virtuous is committed to helping charities reimagine generosity through responsive fundraising. We love it because this approach builds trust and loyalty through personalized engagement.Learn more about Virtuous at www.virtuous.org/About Our Sponsor FeathrAre you ready to take your digital engagement to the next level but feel stuck about where to start? Feathr is focused on making nonprofit outreach more impactful by connecting you to your audience - wherever they are online. Feathr offers great training, support, and campaign recipes based on goals specific to nonprofits. From fundraising to program awareness, they’ve got you covered.Learn more about their solutions for nonprofits at feathr.co//Join the We Are For Good Community—completely free.Join fellow changemakers, share takeaways from this working session, and keep collaborating in a space built for connection, inspiration, and real impact: www.weareforgoodcommunity.comSay hi 👋LinkedIn / Instagram / Facebook / YouTube / Twitter