Do you want to know how it works to spin up Salesforce for one Org, including gift processing and the rest of advancement? Join Zuri Group’s Chris Cannon and Ellen Rohwer Pappas as they talk tech with Cheryl Cerny, our new Vice President of Technical Solutions. Cheryl comes to us from Worcester Polytechnic Institute, an advancement shop that has iterated on Salesforce since 2014 as its central advancement solution. Cheryl is among very few professionals who have built a technology ecosystem w...
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Do you want to know how it works to spin up Salesforce for one Org, including gift processing and the rest of advancement? Join Zuri Group’s Chris Cannon and Ellen Rohwer Pappas as they talk tech with Cheryl Cerny, our new Vice President of Technical Solutions. Cheryl comes to us from Worcester Polytechnic Institute, an advancement shop that has iterated on Salesforce since 2014 as its central advancement solution. Cheryl is among very few professionals who have built a technology ecosystem w...
The CRM Lifecycle Part 2: Readiness and Launch feat. Zuri Group's Management Consulting Team
Nonprofit Notes with Zuri Group
26 minutes
4 years ago
The CRM Lifecycle Part 2: Readiness and Launch feat. Zuri Group's Management Consulting Team
CRM implementations are not a sprint, not a marathon, but a triathlon. There are tons of moving parts, forcing you and your team to be dynamic, agile, and intensely prepared. What does it take to set yourself up for success? Tune in for part two of our podcast series on the CRM lifecycle where our Management Consulting team discusses the key factors that determine implementation readiness. Learn about the power of a project charter, risk registers, change management, and what you can do to ma...
Nonprofit Notes with Zuri Group
Do you want to know how it works to spin up Salesforce for one Org, including gift processing and the rest of advancement? Join Zuri Group’s Chris Cannon and Ellen Rohwer Pappas as they talk tech with Cheryl Cerny, our new Vice President of Technical Solutions. Cheryl comes to us from Worcester Polytechnic Institute, an advancement shop that has iterated on Salesforce since 2014 as its central advancement solution. Cheryl is among very few professionals who have built a technology ecosystem w...
