What to Expect When Expecting a Conversion
9:00 AM - 10:00 AM EST
Speaker(s): Alan Hejnal, Data Quality Manager, Smithsonian Institution, Rebecca Weitz, Senior Managing Director, Gift Services, Wisconsin Foundation & Alumni Association
Elective Session
Join us as we walk through each phase of CRM conversion, from assessing your current system and planning the transition, to migrating data, integrating systems, and training your team. Learn how to implement the new CRM smoothly and continuously optimize it based on feedback. With real-world examples and best practices, you’ll get practical tips and enjoy interactive discussions. Let’s make your CRM transition a breeze and take your operations to the next level!