Rolling out a Successful Salesforce CRM

A free webinar for non-profits interested or currently rolling out Salesforce CRM across national or international boundaries. Rolling out a new CRM solution across multiple offices at a national and international has various challenges and implications.

It’s a big project that has to embrace various tasks such as: aligning different ways of working across offices, deciding on the right time to transition, cross-departmental conservations, transparent and co-ordinated feedback processes, amongst other things.

This involves a careful balance of change management, business analysis and project management.

During this free webinar our team members, Sarah Ludbrook and Martin Brockwell will share their experience and provide top tips about how they supported the roll-out Salesforce CRM across national and international waters.

Together they will share some top tips from our training courses – CRM Planning and Change Management Workshops.

Sarah Ludbrook, Project Manager and Senior Consultant

Sarah Ludbrook is an experienced and qualified Agile project manager, qualified business analyst and certified Salesforce professional. She joined Economic Change and is managing CRM implementation projects with the International Youth Foundation, Trailblazers, Shaw Trust and Visionary, amongst others.

She joined us following 5 years in-house experience developing and managing the administration of Salesforce CRM at International Services UK, VSO, Restless Development and Teach First.

She has specific expertise in using Salesforce to project manage governments funded contracts, volunteers, education programmes, deliver of front-line services, recruitment and HR on a UK and international scale. At VSO she was the sole Salesforce administrator for £60 million government contract (ICS) to recruit 14,0000 volunteers, with 245 users and 100 Chatter users across 12 charities and 27 countries.

Martin Brockwell, Project Manager and Senior Consultant

Martin specialises in large-scale Salesforce CRM implementation and roll-out with national & regional third sector organisations who support vulnerable groups, as well as grant-making and membership bodies. He previously worked on CRM implementations at NSPCC, De Paul Trust and Family Action supporting the team to measure their social impact and utilise Salesforce CRM at the latter two organisations before joining Economic Change.

At Economic Change he has supported teams from multiple office sites, with clients including Grace Eyre Foundation, Ashley Community Housing, The Refugee Council, The Bulldog Trust, Locality and Social Enterprise UK, amongst others.

As the project manager and experienced Business Analyst & Salesforce Consultant, he works alongside the client’s management team and co-ordinates efforts of the client & delivery team throughout the implementation period. Martin is qualified IT project manager with Prince 2 and has a substantial track record of successfully introducing IT systems to colleagues and clients.

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