CRM systems that capture data without turning it into insight are a scenario we encounter frequently. Most firms do a good job at capturing and integrating data into the CRM. Far fewer turn that data into insight that supports investment and fundraising decisions....
Most teams use only a fraction of what their CRM can do. The system gets set up, is half-adopted, and ends up being more of a burden than a tool that powers deal and fundraising activities. The key features and benefits stay on the table, while the admin is still done...
