How to Align Stakeholders for a Seamless CRM Transition

Switching CRMs is an all-hands-on-deck project. You must ensure you have multiple departments’ buy-in to make it happen. Learn essential strategies for involving key players in your CRM implementation’s evaluation and planning stages.

This webinar will highlight why and how to engage stakeholders early to ensure alignment with the CRM system and your nonprofit’s needs. You’ll discover methods for identifying and prioritizing user requirements to ensure the new system effectively meets their needs. 

Join Matt Scott, CEO and Co-Founder of CauseMic, and Carly Berna, Director of Product Marketing at Virtuous, to learn practical tips, such as overcoming common pitfalls in CRM conversions and communicating your plan effectively. You’ll leave with a plan for a smoother, more successful CRM rollout.

Your key takeaways:

• Why you should involve stakeholders in the evaluation and planning process
• How can you identify which requirements matter most to your end-users 
• What are the common failure points, and how to avoid them
• What your internal communications plan should look like