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Conversion Timeline Survey

  • 1.  Conversion Timeline Survey

    Posted 15 days ago
      |   view attached
    Friends, if you have changed advancement CRMs within the past five years, read on!

    I am conducting a reality check of sorts.  I am hearing from the field that some VPs claim that full conversions don't take "nearly as long" as they did ten years ago.  My first-hand experience contradicts that claim.  But I am just one voice.

    So please help me conduct a reality check by completing a fairly simple survey (below).  Send responses directly to me so the list isn't cluttered.  One week from today I will publish the results.

    There are nine pretty straight-forward questions.  I've given an example of responses.  But if you have questions about the survey, please send me a private note!

    You can send an email reply or complete the attached spreadsheet.

    Organization Name Keep My Responses Anonymous? Total Unique Records Converted Original CRM New CRM
    John's Nonprofit No 125,000 Symantec Q&A John's Cloud

    Months from Contract Signing to Go-Live Design & Implementation Testing & Training Comments
    36 18 18 Original database had 25% duplicates to merge.

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987

    Attachment(s)

    xlsx
    Conversion Survey.xlsx   9K 1 version


  • 2.  RE: Conversion Timeline Survey

    Posted 13 days ago
      |   view attached
    Hi John,

    Thank you for pulling together! I've attached The Greater Boston Food Bank's reply.


    Thanks,
    Erin

    ------------------------------
    Erin Lee
    Director of Revenue Operations
    The Greater Boston Food Bank
    elee@gbfb.org
    ------------------------------

    Attachment(s)

    xlsx
    Conversion Survey.xlsx   9K 1 version


  • 3.  RE: Conversion Timeline Survey

    Posted 13 days ago
    Many thanks!

    John H. Taylor
    Principal
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987