We Are For Good Podcast - The Podcast for Nonprofits

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


Listen Later

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 HIGHLIGHTS

  • Chris’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/276

About Our Sponsor Virtuous
You 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 Feathr
Are 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 yo

About our Sponsor Givebutter 💛

Nonprofits use Givebutter to bring together multiple categories of tools, including mobile-friendly donation forms, fundraising campaigns, events, auctions, email marketing, a built-in CRM, and so much more. Head to givebutter.com/weareforgood to sign up for your free account today and get started in minutes.


Thank you to our partners 🩵

Big gratitude to Givebutter, RKD Group, DonorDock, Feathr, Whiteboard and Sowen for their partnership in growing the Impact Uprising. If you’re searching for a new CRM, tech tool, brand partner, direct mail partner, or impact strategist— we’d love for you to start with our trusted recs. We’ve vetted them so you don’t have to. Head to weareforgood.com/recs to learn more.

Support the show

Become a Member and Get All-Access to Everything We Are For Good!
Experience the Impact Uprising Membership by We Are For Good: an ecosystem to learn, connect + grow in the power of a value-aligned community. Members gather monthly with Jon + Becky at exclusive members-only meetups + get video access to all new podcast episodes in an ad-free experience + so much more! Learn more + join us at weareforgood.com.

Say hi👇
LinkedIn / Instagram / Facebook / YouTube / Twitter

...more
View all episodesView all episodes
Download on the App Store

We Are For Good Podcast - The Podcast for NonprofitsBy We Are For Good

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

259 ratings


More shows like We Are For Good Podcast - The Podcast for Nonprofits

View all
On Being with Krista Tippett by On Being Studios

On Being with Krista Tippett

10,273 Listeners

HBR IdeaCast by Harvard Business Review

HBR IdeaCast

1,864 Listeners

Hidden Brain by Hidden Brain, Shankar Vedantam

Hidden Brain

43,448 Listeners

10% Happier with Dan Harris by 10% Happier

10% Happier with Dan Harris

12,625 Listeners

How I Built This with Guy Raz by Guy Raz | Wondery

How I Built This with Guy Raz

30,232 Listeners

The Marie Forleo Podcast by Marie Forleo

The Marie Forleo Podcast

1,645 Listeners

Worklife with Adam Grant by TED

Worklife with Adam Grant

9,178 Listeners

On Purpose with Jay Shetty by iHeartPodcasts

On Purpose with Jay Shetty

26,891 Listeners

Powerhouse Women by Lindsey Schwartz

Powerhouse Women

841 Listeners

Think Fast Talk Smart: Communication Techniques by Matt Abrahams, Think Fast Talk Smart

Think Fast Talk Smart: Communication Techniques

774 Listeners

A Bit of Optimism by Simon Sinek

A Bit of Optimism

2,133 Listeners

Kelly Corrigan Wonders by Kelly Corrigan

Kelly Corrigan Wonders

3,319 Listeners

How to Be a Better Human by TED

How to Be a Better Human

1,374 Listeners

We Can Do Hard Things by Glennon Doyle and Audacy

We Can Do Hard Things

41,407 Listeners

The Mel Robbins Podcast by Mel Robbins

The Mel Robbins Podcast

19,518 Listeners

Little Bit of Good Presents by Little Bit of Good

Little Bit of Good Presents

12 Listeners

The Habits of an Impactful Fundraiser by We Are For Good

The Habits of an Impactful Fundraiser

2 Listeners