Environment Matters: CRM Conversion Tips from the Trenches

Track: Vendor Sessions

Session Number: 1176
Date: Thu, Aug 9th, 2018
Time: 3:45 PM - 4:30 PM
Room: Room 408-410

Description:

CRM conversion means entering a world of non-stop refreshes, scripts, and data movement. Learn common gotchas, valuable pointers, and discover why you shouldn't take hosting - or the people who manage it for granted during your CRM conversion.
Session Type: Vendor Session (45min)

Primary Competency: DA:Competency 9: Change Management/Strategic Thinking
Secondary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: None
Intended Audience Level: Level II
Recommended Prerequisites: CRM and MS SQL
Learning Objective #1: Attendees will learn best practices for managing hosting environments during a CRM conversion.
Shop Size: Mid-Size/Large
Session Type: Vendor Session (45min)

Primary Competency: DA:Competency 9: Change Management/Strategic Thinking
Secondary Competency: DA:Competency 5: Visualization/Reporting Techniques and Competencies
Tertiary Competency: None
Intended Audience Level: Level II
Recommended Prerequisites: CRM and MS SQL
Learning Objective #1: Attendees will learn best practices for managing hosting environments during a CRM conversion.
Shop Size: Mid-Size/Large