Museum Salesforce and Ticketing Transformation

Platform Assessment & Selection

• To get started, we evaluated the Museum’s operational workflows, constituent management needs, ticketing requirements, reporting goals, and future objectives. We then guided leadership and staff through a structured vendor evaluation process comparing nonprofit and cultural institution platforms.
• With Veevart's strong museum operations capabilities, we aligned on layering it on top of the Museum’s existing Salesforce instance to bring critical functionality into one platform.

Veevart Implementation & Data Migration

• We then worked closely with the Museum's staff to implement and integrate Veevart's extensive support package in the four months before their Blackbaud contract ended.
• As part of the implementation process, we completed a full data migration alongside the Veevart team, including a comprehensive data cleanup to deduplicate records and ensure data hygiene in Salesforce.
• We established reporting templates and dashboards to provide real-time insights across the organization, and built robust fundraising functionality to support the Museum’s ongoing $40M capital campaign and other fundraising initiatives.

Operations & Process

• To support the Museum’s camp programs, we built a custom registration framework that enabled a pre-registration lottery followed by automated sign-ups.
• We coordinated with teams to streamline operations across visitor services, development, and administration teams, then supported user adoption with training and documentation.

With a compressed timeframe, the Museum’s implementation required close coordination, rapid decision-making, and a phased deployment to ensure all critical systems worked correctly before they lost access to the Altru product.

A Powerful Integrated System

• The High Desert Museum successfully migrated to Veevart and Salesforce before their Blackbaud contract expired, avoiding costly renewal fees and operational disruption.
• The Museum now operates on a unified platform that centralizes membership, fundraising, point of sale and online ticketing, event operations, and constituent management within a single system.
• Museum staff can now see and make decisions based on the many ways their supporters engage.

Operational Efficiency

• Streamlined workflows and real-time reporting help teams work more efficiently across departments, creating a seamless experience for visitors, members, and donors.
• The Museum continues to work with CauseMic on system optimization, reporting enhancements, user support, and long-term platform strategy.