
Higher Education Audit and Assurance Best Practices / Benchmarking Studies Board and Audit Committee Constituent Relationship Management (CRM) Construction Project Risk Management Enterprise Risk Management Financial Modeling and Decision Support Financial Ratios / Benchmarking Forensic Accounting and Fraud Investigations Information Technology and Data Privacy Internal Audit Regulatory Compliance Sponsored Research Compliance Strategy and Finance Tax

Constituent relationship management (CRM)

Baker Tilly has worked with some of the nation’s leading colleges, universities, and research institutions to develop strategies and capabilities to dramatically increase the reach of their recruitment and fundraising efforts.

We have assisted organizations with strategies designed to address donor fatigue, track non-financial commitments, and increase donor engagement throughout the constituent lifecycle.

Client experience: Developing a focused CRM strategy
Institutional challenge A major university expressed a need to develop stronger relationships with its constituents to help improve graduation rates and alumni donations, and to enhance the overall student experience. Capabilities provided Baker Tilly first assisted the university with the establishment of a formal constituent relationship management (CRM) strategy, designed to help address its specific business challenges and support the organization’s mission. Baker Tilly also crafted a solution landscape that identified the technical elements and core functionality required to enable the strategy. Results Baker Tilly guided the university in developing a tailored CRM strategy that focused on its needs and desired benefits of improved retention and graduation rates, operational efficiencies, new revenue opportunities, and increased overall constituent satisfaction.
Additional constituent relationship management capabilities
Best practices/benchmarking studies CRM strategy development CRM system implementation Market segmentation Program effectiveness evaluation Strategic planning “Voice of the customer"