Like a Boss: Managing your CRM Implementation for Success
Wednesday, July 14th, 2021
3:00 PM - 4:00 PM: Breakout 3
Two data management experts who have a combined 25 implementations under their collective belts, weigh in on the strategies and operations behind a CRM conversion. If you don't plan correctly it can cost more time, money, angst, and heartache than you can imagine. Learn what it takes to decide when it's time to convert for a new system, the areas to consider when vetting vendors, pitfalls to avoid, and how to make the process run as smoothly as possible. Your organization can achieve a new implementation that will move your organization forward while staying within schedule and budget.
Learning Outcome #1
By attending this session participants will learn: Specific steps for choosing the right database vendor for your organization's unique, multi-channel, multi-departmental, and scalable needs. How can you ensure that you are getting the right information from your key stakeholders to choose the right system that will work best for your organization.
Learning Outcome #2
By attending this session participants will learn: Best practices for data conversion, including pre- and post-conversion management tips. How do you assess essential and non-essential data and business rules during a technology implementation? How do you improve upon existing processes while making the transition?
Learning Outcome #3
By attending this session participants will learn: Lessons learned the hard way: how to ensure that your database conversion is successful, on time, and on budget.
To enhance the attendee's learning experience, we are looking for a variety of presentation styles. Please indicate your style: A discussion