Because AI can only work when your data moves safely, meaningfully, and with clear intent.
For a long time, many nonprofits have viewed getting their data into the CRM as the finish line. It’s understandable: boards, funders, regulators, and legacy systems have rewarded stability, accuracy, and auditability. The result is a CRM that behaves like a ledger, excellent at recording what happened, but less useful at shaping what happens next.
For this session we’ll borrow a metaphor from Jurassic Park: The mosquito in the amber wasn’t valuable because it was preserved; it was valuable because of what it carried. Your supporter records are the same. The hidden value sits in the context around them – timing, sequence, relationships, and behavioural signals spread across channels and systems.
AI is now the stress test for that ledger mindset: it only works when your data can move safely, meaningfully, and with clear intent. Join us to discover practical patterns for building your digital confidence – trustworthy foundations, clear guardrails, and real humans in the flow of work – that will be brought to life through two 60-second micro demos. You’ll learn live how an Agentforce agent turns supporter intent into action, and how Slack AI can turn organisational noise into clarity.
Learning outcomes
- Understand how to move beyond a CRM-as-a-record mindset
- Identify what good data looks like for fundraising and AI
- Learn practical ways to build digital confidence in your team
This session is presented in partnership with Salesforce.