Mastering Your New CRM/Database: Migration & Beyond

Mastering Your New CRM/Database: Migration & Beyond

Track Overview

You might be moving from using Excel spreadsheets into your first real database. Or you may be moving from a system that your organization has outgrown into a shiny new CRM. Moving into a new database can be expensive, risky, and time-consuming. And after all this hard work, it's not over yet! The first six months after your migration are critical to getting a good return on your investment.

This course track will help you:

  • Understand the ins and outs of a migration project and do your part to keep the work moving along on time and on budget.
  • Focus on the right things and develop a concrete plan to manage your new system effectively

On-Demand Self-Directed Learning

In this course, you are going to learn at your own pace by going through the interactive presentations and completing the practice activities. 

Bonus: our expert Maureen Wallbeoff will host a 1-hour Ask the Expert live event on Sep 24 to answer any questions you have.

Next Session

201 Database and CRM Migration - Prepare for Your Big Move

202 Getting a Good Return on Your CRM Investment

Ask the Expert - CRM/Database Migration & Beyond. Event Recording from Sept. 2020

Guest Experts

Maureen WallbeoffNonprofit Digital Strategist & Technology CoachBiography