baltimore Buildings
baltimore Buildings
baltimore Buildings
20NTC Session

#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


CRMProcessProject Management


Lindsey Twombly

Digital Production Specialist

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 Specialist, Lindsey brings passion, commitment, and humor to all her work – whether its 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. Lindsey is a graduate of Central Washington University with a degree in Sociology.

In her spare time, Lindsey can be found fielding grounders on her softball team, searching for geocaches with her family, or napping in a hammock.

David Ballinger

Online Fundraising & Advocacy Manager

Physicians Committee for Responsible Medicine

David has managed email marketing programs, fundraising and advocacy campaigns, and digital CRMs for 10 years, primarily with non-profit organizations.

At the Physicians Committee, David spearheaded the selection and deployment of a new digital CRM and is excited to discuss the results, impact, and lessons learned.

Outside of work, you can find David trying to build up his cat’s Instragram brand, exploring NYC, playing bike polo, and searching for the world’s best veggie burger.





March 24, 2020


1:45pm – 3:00pm



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