Session Information
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.


Audio Synchronized to PowerPoint
(Code: 140)
  
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