What to Expect When You're Expecting (a Salesforce CRM)!

Congratulations! Your organization is getting a Salesforce CRM and as a prospect development professional you're essential to change management. This session will explore the various stages of a Salesforce database migration (sprints, going live, stabilization) and what it can mean for you and your team. The presenters will share lessons learned from their organizations' migrations to and use of various instances of Salesforce including Affinaquest, Ascend, and NPSP. The session will provide tips on how to wield influence regardless of your role on the project, suggestions for pre-work you and your team can do to support your success, and advice on how to bridge the gap between technology and end-users to support day-to-day operations. We'll explain the process around a migration project including considerations for how design can guide policy and impact reporting, and the importance of buy-in from fundraisers and others in the org.

Learning Objectives

• Attendees know how to prepare their team for a database migration
• Attendees learn techniques and processes to support change management