baltimore Buildings
baltimore Buildings
baltimore Buildings
20NTC Session Proposal

#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.

Learning Outcomes

  • 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.

Target Audience

Digital program decision makers

Additional Speakers

David Ballinger, Online Fundraising and Advocacy Manager, PCRM


CRMProcessProject Management

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