Reimagining Possibilities, Designing Solutions and Finding New Hope in a CRM: A Salesforce Story

Track: Relationship Management

Session Number: 2071
Date: Sat, Aug 3rd, 2019
Time: 9:15 AM - 10:15 AM
Room: Grand Sonoran G

Description:

There is nothing easy in moving from a legacy advancement database to a modern constituent relationship management system (CRM). For the past three years, the team at ASU has been working to develop and implement such a next-generation CRM solution. This session will highlight lessons learned and unexpected pitfalls encountered during the planning, development and adoption of the system. We will also detail the unique and successful partnership between the Software Development team and the Office of Research and Prospect Management, with a focus on how researcher insights guided design thinking on prospect assignment, moves management, gift officer collaboration and research queue workflows.
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 1: Information Management/Records Management
Secondary Competency: RM:Competency 5: Moves Management
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will gain critical insights into a wide-scale CRM conversation that can be applied to their respective institutions

Learning Objective #2: Attendees will gain critical insights into a wide-scale CRM conversation that can be applied to their respective institutions
Attendees will be provided with a design-thinking implementation model
Shop Size: Mid-Size/Large
Session Type: Breakout Session (60min)

Primary Competency: PR:Competency 1: Information Management/Records Management
Secondary Competency: RM:Competency 5: Moves Management
Tertiary Competency: RM:Competency 7: Portfolio Management
Intended Audience Level: Level II
Recommended Prerequisites: none
Learning Objective #1: Attendees will gain critical insights into a wide-scale CRM conversation that can be applied to their respective institutions

Learning Objective #2: Attendees will gain critical insights into a wide-scale CRM conversation that can be applied to their respective institutions
Attendees will be provided with a design-thinking implementation model
Shop Size: Mid-Size/Large