Apra PD 2022.jpg

How to Convert to a New CRM in 4,000 Easy Steps

Track: Leadership and Professional Development

Session Number: 6031
Date: Wed, Jul 27th, 2022
Time: 2:45 PM - 4:00 PM
Room: Marquis 103

Description:

Q&A: https://app.sli.do/event/fyjHzNwFT5Ca2SQ9n8X4ZS

University of Washington is undertaking a CRM conversion project, slated to go live in 2023. Prospect Development was the first area to define business requirements, which then paved the way for re-building reports, creating end-user trainings, and, most importantly, getting the PD team ready to go when the conversion becomes real. Jess will share lessons learned from this huge lift.
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees can define stages of a CRM conversion
Learning Objective #2: Attendees can successfully advocate for their PD team's needs during their own CRM conversion
Primary Competency: RM:Competency 3: Relationship Management Database Management
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: PR:Competency 4: Information Management/Records Management
Intended Audience Level: Level I
Recommended Prerequisites: Experience with using a donor database CRM
Organization Size: Mid-Size/Large
Session Type: Breakout Session (75 Minutes)

Learning Objective #1: Attendees can define stages of a CRM conversion
Learning Objective #2: Attendees can successfully advocate for their PD team's needs during their own CRM conversion
Primary Competency: RM:Competency 3: Relationship Management Database Management
Secondary Competency: RM:Competency 16: Change and Project Management
Tertiary Competency: PR:Competency 4: Information Management/Records Management
Intended Audience Level: Level I
Recommended Prerequisites: Experience with using a donor database CRM
Organization Size: Mid-Size/Large