Untangling the Chaos of CRM Selection Projects

Choosing a new CRM can feel overwhelming—especially when messy data, manual workarounds, limited reporting, and unclear vendor roadmaps are slowing your team down. In this on-demand video, advancement and fundraising leaders get a practical, experience-driven framework for deciding when it’s time to change CRMs—and how to choose the right one.

Moderated by Carolyn Chang, VP for Advancement at Kindsight, this session features Natalie Harvey and Mike Kirkpatrick from Heller Consulting, who bring decades of nonprofit and higher education experience helping organizations evaluate, select, and implement fundraising CRMs that actually support mission-critical work.

What you’ll learn:

• How to recognize the warning signs that your current CRM is holding you back
• The key criteria advancement leaders should use to evaluate CRM platforms
• How to build a strong, leadership-ready business case for CRM change
• Common pitfalls in CRM selection and implementation—and how to avoid them
• How to measure CRM success, adoption, and long-term ROI
• How to balance AI innovation with privacy, ethics, and governance
• Practical change management strategies to drive adoption and reduce team friction

This video is ideal for advancement leaders, fundraising operations professionals, and technology decision-makers in higher education and nonprofits who want clarity, confidence, and a repeatable approach to CRM selection.

Presented in partnership with CASE, Heller Consulting, and Kindsight.