Like a Boss: Managing your CRM Implementation for Success
Wednesday, July 14th, 2021
3:00 PM - 4:00 PM: Breakout 3
You're thinking about a CRM conversion and feel like it's walking into a minefield.Two data management experts who have, combined, 25 CRM 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 to 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: Choose the right database vendor for your organization's unique, multi-channel, multi-departmental, and scalable needs.
Learning Outcome #2
By attending this session participants will learn: Utilize best practices for data conversion, including pre- and post-conversion management tips.
Learning Outcome #3
By attending this session participants will learn: Benefit from lessons learned the hard way 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