DCA recently partnered with Salesforce.org to bring you the Salesforce.org Data Migration Best Practices Webinar. In it, Hanzel Nillo, Head of Customer Engagement and Partnerships for Data Services, got together with the Salesforce Customer Success Team to talk through every step of a data migration project.
With high-quality, expert insights into negotiating the complicated business of moving CRM data from a legacy system into a new one, and with the assistance of special guest panelists Deborah Warner from Australian Cancer Research Foundation and Maria Papaly from Oxfam, the webinar detailed what to do and what not to do across the whole lifecycle of a data migration.
They covered not just the nitty gritty of technical processes, but the necessary frameworks for effective management and resourcing for a big data migration project—and how to get it right the first time.
“There’s no two ways about it – you’ve just got to spend the focus and the time to do this properly,” said Ms Warner, Head of Supporter Services and Data Operations at Australian Cancer Research Foundation.
As a national sponsor of the Fundraising Institute Australia, DCA is always proud to show our support by providing valuable information, advice and services tailored to the unique needs of the nonprofit sector.
This webinar is a must-see for fundraisers at all stages of CRM maturity. Contact us today for access to the full webinar recording and our speakers’ presentation.