How to Convert to a New CRM in 4,000 Easy Steps

University of Washington is undertaking a CRM conversion project, slated to go live in 2023. Prospect Development was the first area to define business requirements, which then paved the way for re-building reports, creating end-user trainings, and, most importantly, getting the PD team ready to go when the conversion becomes real. Jess will share lessons learned from this huge lift.

Jessica Balsam

Senior Director, Prospect Management

University of Washington;

Jessica is the Senior Director, Prospect Development at the University of Washington. She and her team of research strategists and prospect management strategists just closed out a ten year, $6.3B campaign. She is past president of Apra-NW and is the 2016 recipient of the Apra Distinguished Service Award.

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How to Convert to a New CRM in 4,000 Easy Steps
Recorded 07/28/2022
Recorded 07/28/2022 University of Washington is undertaking a CRM conversion project, slated to go live in 2023. Prospect Development was the first area to define business requirements, which then paved the way for re-building reports, creating end-user trainings, and, most importantly, getting the PD team ready to go when the conversion becomes real. Jess will share lessons learned from this huge lift.