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I'm curious to hear what others think. When it comes to switching CRMs, how much time post-campaign would you plan to stay on your existing CRM before being ready to launch a new CRM? I was estimating that if we were to change CRMs, we should still plan on being on our current CRM for a year and a half post-campaign. Does this seem realistic?

I know it depends on a lot of factors, like when we start evaluating other CRMs and the cleanliness of our data, etc. so let's say we start evaluating other CRMs in the last year of our campaign and the cleanliness of our data veers toward the worst end of a best-worst scale.

Thanks for sharing your thoughts!
Leah

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Leah Richards
Director of Advancement Services
St. John Fisher University
lrichards@sjfc.edu
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Original Message:
Sent: 11/21/2022 5:03:00 PM
From: Leah Richards
Subject: Timeline post-campaign for CRM conversion

I'm curious to hear what others think. When it comes to switching CRMs, how much time post-campaign would you plan to stay on your existing CRM before being ready to launch a new CRM? I was estimating that if we were to change CRMs, we should still plan on being on our current CRM for a year and a half post-campaign. Does this seem realistic?

I know it depends on a lot of factors, like when we start evaluating other CRMs and the cleanliness of our data, etc. so let's say we start evaluating other CRMs in the last year of our campaign and the cleanliness of our data veers toward the worst end of a best-worst scale.

Thanks for sharing your thoughts!
Leah

------------------------------
Leah Richards
Director of Advancement Services
St. John Fisher University
lrichards@sjfc.edu
------------------------------

Original Message:
Sent: 11/21/2022 6:49:00 PM
From: Stephanie A. Hayes
Subject: RE: Timeline post-campaign for CRM conversion

Hi Leah - we were under contract but not switched over at the end of our campaign in December of 2018.  We launched in September of 2020 and while there was definitely a lot of fear around the conversion and loss of some historical reports, there was also a welcome vibe of being able to reimagine how we might use our data and reporting.

Stephanie

--

Stephanie A. Hayes '94

Sr. Exec. Dir. Campaign & Advancement Operations

Development & College Relations

307 Markle Hall, Easton, PA 18042

Tel: 610-330-5929 Mobile: 908-642-7443

hayess@lafayette.edu

Original Message:
Sent: 11/21/2022 5:03:00 PM
From: Leah Richards
Subject: Timeline post-campaign for CRM conversion

I'm curious to hear what others think. When it comes to switching CRMs, how much time post-campaign would you plan to stay on your existing CRM before being ready to launch a new CRM? I was estimating that if we were to change CRMs, we should still plan on being on our current CRM for a year and a half post-campaign. Does this seem realistic?

I know it depends on a lot of factors, like when we start evaluating other CRMs and the cleanliness of our data, etc. so let's say we start evaluating other CRMs in the last year of our campaign and the cleanliness of our data veers toward the worst end of a best-worst scale.

Thanks for sharing your thoughts!
Leah

------------------------------
Leah Richards
Director of Advancement Services
St. John Fisher University
lrichards@sjfc.edu
------------------------------

Hi Leah,
We are in the final 7 months of our campaign and have just signed with UCI to implement the ascend solution. Our search lasted 18 months from start to signing, so we started with 2 years left in the campaign. We just started implementation work in earnest in November and are slated to go live January/February 2024. Our logic was that the demands of any new reports in the final year of the campaign would be less and that we would be focused on the very top of the pyramid to close the campaign. And that we wanted to be well on the new system for any future campaign. That said, we have had to plan and budget for a lot of extra help both on the implementation side and to help with current operations. 

Happy to talk more with you if you're interested.
Joe

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Joseph Medina
Associate Vice President for Development
Hamilton College
jmmedina@hamilton.edu
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Original Message:
Sent: 11-21-2022 04:03 PM
From: Leah Richards
Subject: Timeline post-campaign for CRM conversion

I'm curious to hear what others think. When it comes to switching CRMs, how much time post-campaign would you plan to stay on your existing CRM before being ready to launch a new CRM? I was estimating that if we were to change CRMs, we should still plan on being on our current CRM for a year and a half post-campaign. Does this seem realistic?

I know it depends on a lot of factors, like when we start evaluating other CRMs and the cleanliness of our data, etc. so let's say we start evaluating other CRMs in the last year of our campaign and the cleanliness of our data veers toward the worst end of a best-worst scale.

Thanks for sharing your thoughts!
Leah

------------------------------
Leah Richards
Director of Advancement Services
St. John Fisher University
lrichards@sjfc.edu
------------------------------

Original Message:
Sent: 11/21/2022 5:03:00 PM
From: Leah Richards
Subject: Timeline post-campaign for CRM conversion

I'm curious to hear what others think. When it comes to switching CRMs, how much time post-campaign would you plan to stay on your existing CRM before being ready to launch a new CRM? I was estimating that if we were to change CRMs, we should still plan on being on our current CRM for a year and a half post-campaign. Does this seem realistic?

I know it depends on a lot of factors, like when we start evaluating other CRMs and the cleanliness of our data, etc. so let's say we start evaluating other CRMs in the last year of our campaign and the cleanliness of our data veers toward the worst end of a best-worst scale.

Thanks for sharing your thoughts!
Leah

------------------------------
Leah Richards
Director of Advancement Services
St. John Fisher University
lrichards@sjfc.edu
------------------------------

Thank you all for your thoughts! It's really valuable to see these sample timelines and scenarios. Adriana, I will reach out over email. Joe, I'd love to hear more about your experience evaluating CRM replacements in the tail-end of your campaign. I'll reach out to you offline as well!

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Leah Richards
Director of Advancement Services
St. John Fisher University
lrichards@sjfc.edu
------------------------------

Original Message:
Sent: 11-22-2022 08:11 AM
From: Isaac Shalev
Subject: Timeline post-campaign for CRM conversion

Hi Leah,

Your proposed timeline is reasonable, though it you could add six months to it and it would also be reasonable. 

Thank you,
Isaac Shalev
Data Strategy Expert
Sage70, Inc.
(917) 859-0151
isaac@sage70.com

Schedule a 30-minute consultation now:

https://calendly.com/sage70/30min

Original Message:
Sent: 11/21/2022 5:03:00 PM
From: Leah Richards
Subject: Timeline post-campaign for CRM conversion

I'm curious to hear what others think. When it comes to switching CRMs, how much time post-campaign would you plan to stay on your existing CRM before being ready to launch a new CRM? I was estimating that if we were to change CRMs, we should still plan on being on our current CRM for a year and a half post-campaign. Does this seem realistic?

I know it depends on a lot of factors, like when we start evaluating other CRMs and the cleanliness of our data, etc. so let's say we start evaluating other CRMs in the last year of our campaign and the cleanliness of our data veers toward the worst end of a best-worst scale.

Thanks for sharing your thoughts!
Leah

------------------------------
Leah Richards
Director of Advancement Services
St. John Fisher University
lrichards@sjfc.edu
------------------------------