Session Information
2009 ASAE Association Technology Conference
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Selecting and Implementing an AMS/CRM - Lessons Learned and Best Practices (Part A-Selection Process)
Track: January 27, 2009
Program Code: 040
Date: Tuesday, January 27, 2009
Time: 10:45 AM to 12:00 PM EST
Location: 147AB
SPEAKER(S):
Loretta DeLuca, CEO & President, DelCor Technology Solutions
Cort Kane, COO & Director of Association Consulting, Design Data
Description
Thinking of buying a new AMS or CRM system? Want to ensure a successful implementation? This two part Technology Idea Lab will be invaluable to you. Part A will focus on the selection process, including needs analysis, business process review, RFP preparation, vendor selection and contract negotiation. A panel of association executives and vendors will address challenges and offer pragmatic perspectives on the do's and don'ts of acquiring a new AMS/CRM system.

Learning Objectives & Key Takeaways
Participants will learn what factors are key to a successful AMS assessment and selection project., Takeaway a Whitepaper written by two leading industry consultants detailing the assessment and selection process for an AMS/CRM database., How to set and manage client and vendor expectations.


Audio Synchronized to PowerPoint
(Code: 040)
  
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