You’ve been tasked with selecting and implementing a CRM system for your nonprofit, where do you begin? Is the plethora of stock promos, newsletters, and 2-minute recorded demos just not cutting it? No worries! Take a breath…and join our discussion to walk through all the key elements for a successful CRM implementation. With over 20 years of CRM implementation experience and hundreds of implementations under our belt, we’ll share an insider’s look on getting started on the right foot!
Session Type30 minute session
- Understand the CRM technology landscape.
- Understand what a CRM implementation team should consist of and how best to prepare.
- Understand common pitfalls that organizations encounter when starting a CRM implementation and how to avoid them.