2009 ASAE Association Technology Conference
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Selecting and Implementing an AMS/CRM - Lessons Learned and Best Practices (Part B-Implementation Process)
Track:
January 27, 2009
Program Code: 140
Date: Tuesday, January 27, 2009
Time: 2:45 PM to 4:00 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? Part B will focus on the implementation process. Learn how to avoid cost/time overruns, bruised relationships, etc. A panel of association executives and vendors will give perspectives on how to successfully implement an AMS/CRM database. Bring your questions and be ready to roll up your sleeves and jump into the discussion.
Learning Objectives & Key Takeaways
Participants will learn what factors are key to a successful AMS/CRM design/configuration and implementation project., Takeaway a Whitepaper written by two leading industry consultants detailing the implementation steps and project plan based on industry best practices., How to set and manage client and vendor expectations.