Implementing and maintaining a new CRM system

• Customer Relationship Management

Tuesday 26 November 2024
2:00 pm to 3:00pm
Zoom

Are you about to embark on the challenge of implementing a new CRM system in your organisation or currently embedding a new one?

Join Allan Conway, Charitylog Implementation Consultant, for a session that will cover the key considerations and strategies for a smooth and successful implementation. We will explore:

• What to think about when selecting a new CRM (data retention, migration, hidden considerations).
• Identifying and planning for direct and indirect costs (system, implementation, staff time, support).
• Strategies for getting colleagues on board and maintaining buy-in.
• Tips for self-care and personal support during the implementation process.
• Post-implementation planning and next steps.