Tech Transfer Central
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Best Practices for Choosing and Using a CRM System for Your Tech Transfer Office

Format: On-Demand Video, DVD, or PDF Transcript
Originally presented: December 11, 2014

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When charged with the task of evaluating a CRM (Customer Relationship Management) system for your TTO, you may think that weighing platforms, features, functionalities and costs is the prudent way to go. Well, yes and no.

While these factors will figure into your final decision, selecting a solution that will deliver the most strategic objectives while optimizing your processes and clearly helping to meet your end goals is so much more important than picking a brand or package of features. And weeding through the hundreds of programs, platforms and options available can be costly and time consuming.

Perhaps even more challenging is what happens after the installation. Without expert guidance and a clear plan of attack, the full functionality and optimal benefits garnered from a CRM may simply never materialize. You’ve got plenty of bells and whistles, but they can’t have any impact on your operations and your RESULTS without a keen understanding of how to use them.

That’s why Technology Transfer Tactics has recruited three experts in the field to share their experiences, lessons learned, and specific advice that will save you hours of staff time and clarify what criteria should guide your CRM decision. And beyond that, they will provide valuable guidance to both CRM seekers and current CRM users on how to extract the most value from your system in meeting many of the complex challenges facing your TTO.

Tim Bour of the Innovation Center for the Rockies works with over 1,600 business advisors and 260 faculty research teams to commercialize university innovations and uses a CRM to successfully manage their projects. Hope Hartman joined Inteum from UW Tech Transfer four years ago and will share her first-hand experiences in customer and data management. We  guarantee your TTO will gain critical know-how and be better positioned to realize the full benefits of a high-performing CRM system and strategys using the best practices revealed during this one hour webinar:

Best Practices for Choosing and Using a
CRM System for Your Tech Transfer Office

Our expert panelists will discuss:

  • What does a CRM have that you don’t?
    • Management of multi-phase projects
    • Productivity advantages
    • Researcher access to project progress
    • Legal/patent deadline tracking
    • Marketing push strategies
  • Keeping track of vendors, markets and funding sources through CRM analysis and comparisons
  • Assessing your customer base:
    • To understand their growth value
    • By segmenting customer demographics
    • Realizing their wants and needs to better serve them           
  • Comparing SaaS systems against on-premise systems
  • Choosing the right team members for your CRM committee
  • Best features for every budget
  • Contract do’s and don’ts

Your expert presenters:

Hope Hartman, Vice President, Business Development, Inteum. Hope joined the Inteum team in May 2008 with four years of experience in technology transfer. Most recently she worked for University of Washington Center for Commercialization C4C (formally UW Tech Transfer) in business development and communications. While working at C4C, she helped build the LaunchPad Program whose primary goal was to catalyze ventures based on university innovations.

Tim Bour, Executive Director, Innovation Center of the Rockies. Before taking the helm of Innovation Center of the Rockies in August of 2007, Tim Bour successfully grew or developed business and sales, generating and managing finances in excess of $100 million dollars. Most recently, Tim was Executive Vice President of Engineering and Manufacturing at Circle Graphics, the leading manufacturer of wide format digital printers for the outdoor advertising market. Tim was an Ernst and Young Finalist “Entrepreneur of the Year” in the Rocky Mountain Region in June 1999 for his work at Cielo Communications.

Denichiro “Denny” Otsuga, Ph.D., RTTP, Vice President, CSU Ventures. Dr. Otsuga has over 10 years of experience in managing technology commercialization, intellectual property and research collaboration. He has gained valuable perspective from being on both sides of the negotiation table, in academic institutions and a biotechnology company. Dr. Otsuga was the founding director of the technology transfer office at South Dakota State University (SDSU) making it one of the most efficient technology transfer operations, normalized for the total research expenditures. He has also served on several boards for the organizations promoting research, industry and economic development. 

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