Jurassic CRM: How To Be A Clever Girl (or Guy) In A Database Conversion

Track: Relationship Management

Session Number: 1125
Date: Fri, Aug 10th, 2018
Time: 1:45 PM - 2:45 PM

Description:

Managing Prospect Development through a database conversion has inherent challenges but can also provide opportunities for change and growth. Learn how the Prospect Development team at Virginia Commonwealth University migrated to a new CRM database during the university's largest comprehensive campaign. In this presentation, attendees will learn how to address challenges when converting with limited resources, successfully utilize cross-departmental relationships, and enhance your team’s visibility to ultimately become a trusted strategic advisor. Additionally, the presenters will also share lessons learned on how to prepare for a database conversion or systems change in a Prospect Development shop.
Session Type: Breakout Session

Primary Competency: RM:Competency 3: Relationship Management Database Management
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: RM:Competency 13: Building Internal Relationships
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: How to prepare a Prospect Development office for a database conversion or systems change.
Learning Objective #2: How to utilize cross-departmental relationships and enhance visibility for the Prospect Development office.
Shop Size: All Shop Sizes
Session Type: Breakout Session

Primary Competency: RM:Competency 3: Relationship Management Database Management
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: RM:Competency 13: Building Internal Relationships
Intended Audience Level: Level I
Recommended Prerequisites: None
Learning Objective #1: How to prepare a Prospect Development office for a database conversion or systems change.
Learning Objective #2: How to utilize cross-departmental relationships and enhance visibility for the Prospect Development office.
Shop Size: All Shop Sizes