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  • 1.  CRM Requirements

    Posted 02-03-2023 09:43 AM
    Good morning,
    Our Advancement Operations team at Temple University is in the preliminary stages of gathering a requirements list to be used for evaluating CRM systems. We are hopeful we can leverage work that our colleagues at other Advancement offices have already either started or completed. We would be grateful to anyone willing to share. Likewise, please let me know if you would be willing to set up a meeting to share your experiences, regardless of where you currently are in the process of investigating, implementing, or benefiting from your conversion to a CRM.

    Thank you

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    Richard Haskell
    Director of Development IS Service
    Temple University
    richard.haskell@temple.edu
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