Agenda

Aligning Your Organizational Support Model for Long-Term CRM Success

Track: Customer Relationship Management (CRM)

Session Number: 9755
Date: Tue, Feb 28th, 2023
Time: 9:00 AM - 10:00 AM

Description:

Is your organization planning for or currently implementing a new Advancement solution? Are you considering leveraging the capabilities of an enterprise-wide CRM? Have you considered how your organization will proactively adapt to continue supporting users through such a major technology change? Vanderbilt University's Development and Alumni Relations team recently experienced major technology shifts as they moved to the Salesforce platform. They understood that their staff and service delivery models would need to adjust to keep pace with new system capabilities and provide high-quality services to customers. Join us for a discussion, now a year post Vanderbilt's go-live, to hear about their journey, lessons learned, and plans for continued evolution.
Sub-Categorization: Product Implementation/Integration
Session Type: Panel Discussion

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1600, trk-1598
ERP Systems: Salesforce
Platform Type: N/A
Target Audience: All
Knowledge level: Overview
Tell us about you!: Jill has served as the Assistant Vice Chancellor, CRM implementation at Vanderbilt University since May of 2020. Prior to that role, she served over 10 years at Vanderbilt as the Assistance Vice Chancellor of Advancement Services. Jill holds a BS in Economics from Vanderbilt.
Sub-Categorization: Product Implementation/Integration
Session Type: Panel Discussion

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1600, trk-1598
ERP Systems: Salesforce
Platform Type: N/A
Target Audience: All
Knowledge level: Overview
Tell us about you!: Jill has served as the Assistant Vice Chancellor, CRM implementation at Vanderbilt University since May of 2020. Prior to that role, she served over 10 years at Vanderbilt as the Assistance Vice Chancellor of Advancement Services. Jill holds a BS in Economics from Vanderbilt.

Speakers

Primary Presenter
Jill Baltz
Assistant Vice Chancellor
Vanderbilt University
Co-Presenter
Eric Howell
Senior Director of CRM
University of Colorado
Co-Presenter 2
Sara Wuorinen
Senior Director of Service Delivery and Program Management
University of Colorado
Co-Presenter 3
Erik Kahill
Vanderbilt University