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 3: Implementation and User Stories feat. Zuri Group's Management Consulting Team
Nonprofit Notes with Zuri Group
38 minutes
4 years ago
The CRM Lifecycle Part 3: Implementation and User Stories feat. Zuri Group's Management Consulting Team
So you’ve performed a system selection, prepared your team, and are ready to move to implementation. Now what? In part three of our series on the CRM lifecycle, Zuri Group’s Management Consulting team discusses the major considerations as you move through your implementation. Listen in to learn about the importance of asking the right questions, the value of user stories, and how to navigate (or completely avoid) the common technical and functional obstacles that may surface. Thanks for...
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...
