21NTC Session

#7 Most Stressful Life Event? Moving…. CRMs!

This is a resubmission of an accepted 20NTC session proposal.


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.

Session Type

60 minute session

Learning Outcomes

  • understand the importance of an eCRM RFP.
  • create an outline for all the phases of a full eCRM migration
  • identify potential pitfalls and budget busters in the migration process.

Target Audience

Digital Program staff & leadership responsible for eCRM decision making


CRMProcessProject Management


Lindsey Twombly

Digital Production Director

Lautman Maska Neill & Company

Lindsey has an innate passion for “figuring it out” when it comes to executing digital campaigns and pushing the limits of technology. As a Digital Production Director, Lindsey brings passion, commitment, and humor to all her work – whether it’s producing clients’ digital fundraising and advocacy campaigns or advising on innovative tactics or technology.

For over 15 years, Lindsey has been developing and executing digital campaigns in the nonprofit sector, including 10 years as the Deputy Director of Online Strategy for the Human Rights Campaign. She’s led multiple eCRM migrations, led massive redesign projects, tested and analyzed campaign results, and more.

Caitlin Richard

Email Marketing Manager

Heifer International

Caitlin Richard is an Email Marketing Manager for Heifer International, leading the strategy and content creation for a diverse email file.
Caitlin is driven by her passion to make the world a better place and enjoys engaging others with Heifer’s sustainable model for ending hunger and poverty around the world. She enjoys all pieces of the email marketing lifecycle – whether it’s coming up with fun quizzes to engage and educate, crafting compelling fundraising campaigns, analyzing data to improve KPIs, or building automations to optimize eCRM productivity.

Caitlin draws on her 12 years of marketing and advertising experience in the nonprofit and retail industries. She has worked in multiple eCRMs, transitioned two different nonprofits through eCRM migrations, and worked through multiple re-brandings.

James Servino

Director, Digital Fundraising and Mobilization

Human Rights Campaign

James serves as the Director of Digital Fundraising and Mobilization where he engages HRC’s more than 3 million members and supporters to take action and donate to support LGBTQ equality through email, text messaging and social media. He has worked for over 11 years at the Human Rights Campaign, primarily in digital fundraising and advocacy. He spent 2 years working on Guam as chief of staff in the legislature where Guam passed fully inclusive workplace protections and became the first U.S. territory to pass marriage equality. Chicago is home.



March 25, 2021


8:30am – 9:30am