CRM Migration Case Study
08.17.24
This session gives you a front-row seat to the before, during, and after of the Marine Corps Heritage Foundation’s eCRM (email/fundraising platform)migration.
Feel the pain of their disconnected systems before migrating; admire their project management prowess as they explore, interview and onboard their new email and fundraising platform. And, most importantly, fall in love with the successes and stats in the two years on their new eCRM.
Gain tangible tips and tactics for managing your migration, find the language to convince others at your organization to look into a new fundraising platform, and more.
Learning Objectives:
- Recognize that small/medium non-profits deserve integrate digital fundraising and email tools and that those tools are available to everyone!
- Create compelling arguments and advocate for their non-profit to explore new email and fundraising digital platforms to improve their digital programs.
- Develop a complete action plan and act as project manager for their organization’s digital platform migration.