Planning for CRM Success
While selecting the right CRM application may seem like the most critical decision for your nonprofit’s CRM initiative, selecting the correct approach to your implementation is just as critical…if not more so! In this session, we will explore the different approaches and methodologies to a CRM implementation, review sample schedules, and provide participants all the tools necessary to plan for success!
- Understand project approaches and methodologies to CRM implementations
- Understand different resource and staffing models for your implementation
- Understand the components of a project schedule to set your implementation up for success!