September 17 @ 2:00 pm – 3:00 pm ET
Switching CRM systems requires meticulous planning, all while still managing your everyday work. The process involves transferring vast amounts of data and ensuring your team adapts smoothly to new workflows and tools.
A well-structured timeline is crucial because it helps manage migration details, minimizes disruptions to daily operations, and ensures that every step proceeds efficientlyโfrom data export and system integration to staff training and going live. Without a clear timeline, the risks of encountering unforeseen challenges and delays increaseโpotentially impacting donor relationships and the community you serve.
Join Matt Scott, CEO and Co-Founder of CauseMic, and Carly Berna, Director of Product Marketing at Virtuous, to gain valuable insights about migrating to a new CRM.
Key Takeaways:
- When to search for a new CRM
- How long a CRM migration takes
- The phases of a CRM migration
- How to run a successful fundraising campaign while migrating CRMs