By Kevin Leahy • December 9, 2019

    Gravyty Testimonial: Productivity During a CRM Change

    Many organizations, at one time or another, consider changing or upgrading the CRM they use to manage their donor database. In fact, perhaps your organization is going through a CRM change right now. What does this mean for productivity?

    Lucky for Gravyty customers, a CRM transition means very little with regards to donor outreach and building relationships. Not only do Gravyty users remain up and running throughout CRM transitions, but they also thrive.

    Arkansas State University (A-State) transitioned from Ellucian Banner to Raiser’s Edge NXT. Christy Harvey, Executive Director of Advancement Services, had concerns about keeping her fundraisers up and running throughout this process. Gravyty worked with her to proactively map data so A-State’s fundraisers were supported by our AI-enabled tools, regardless of where the university was in terms of its CRM transition. Even before the transition was complete, Gravyty set up its automated Raiser’s Edge NXT integration so A-State fundraisers were also fully supported after the transition was finalized.

    Knowing that this might be a cause for concern for fundraisers, such as David McClain, Executive Director of Development, Gravyty proactively set up a Gravyty Live session to help him thrive.

    So, what was the impact on Gravyty users during this transition?
    Within one week of his Gravyty Live session, David reported that, amid everything going on with the CRM change, Gravyty helped him connect with a donor and secure an endowment scholarship. That’s not just maintaining productivity through a transition, that’s thriving during a transition!

    “My focus is on building relationships between A-State and our generous donors, not technology — especially not on changing CRMs. With Gravyty, I didn’t have anything to worry about during the transition. I’ve continued to receive Gravyty’s prompts without interruption and I’ve continued prioritizing the most important aspect of my work: inspiring donors, not learning how to navigate a new CRM.”

    --David McClain, Executive Director of Development, Arkansas State University

    Are you considering or in the middle of a CRM change?
    Connect with Gravyty to learn how we keep our fundraiser enablement tools, powered by AI, up-and-running before, during, and after that process.

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