#7 Most Stressful Life Event? Moving…. CRMs!
Thinking about changing digital platforms? Not sure where to start or even all that goes into a CRM migration? Moving professionals with multiple CRM transitions under their belts will walk you through — start to finish — everything you need to consider before you take the first step. We’ll go over the important questions to ask all along the way, identify potential pitfalls and budget-busters, and share ideas to make your transition as successful as possible. You’ll leave this session with the tools, information, and tangible checklists you’ll need to move systems with confidence.
- Step-back and evaluate whether or not their current digital platform is meeting their program's needs.
- Ask smart questions and identify system requirements when reviewing new digital platforms
- Come up with a thoughtful and thorough digital migration workplan.