Love Your CRM Again

In this insightful webinar, Paige Deegan from Heller Consulting joins Emily Finton and Jennifer Abel of Kennedy Krieger Institute to explore how their team revitalized their use of Raiser’s Edge NXT. Viewers will learn how the Institute extended its CRM capabilities using Microsoft Power Platform and PowerBI, enabling real-time dashboards, streamlined reporting, and improved donor engagement—all without migrating to a new system.

The video walks through Kennedy Krieger’s strategic evaluation process, the challenges they faced with data access and integration, and how they empowered gift officers with self-service tools. It also highlights the importance of cross-departmental collaboration, thoughtful technology planning, and how to make informed decisions that align with organizational goals. Whether you’re considering a CRM overhaul or looking to get more from your current system, this session offers practical insights and inspiration.