Webinar
How to Migrate to a Better CRM: Your Timeline for Success
Turn supporters into brand heroes
Cost: FREE
Switching CRM systems requires meticulous planning, all while still managing your everyday work. The process involves transferring vast amounts of data and ensuring your team adapts smoothly to new workflows and tools.
A well-structured timeline is crucial because it helps manage migration details, minimizes disruptions to daily operations, and ensures that every step proceeds efficiently—from data export and system integration to staff training and going live. Without a clear timeline, the risks of encountering unforeseen challenges and delays increase—potentially impacting donor relationships and the community you serve.
Join Matt Scott, CEO and Co-Founder of CauseMic, and Carly Berna, Director of Product Marketing at Virtuous, to gain valuable insights about migrating to a new CRM.
Your key takeaways:
- When to search for a new CRM
- How long a CRM migration takes
- The phases of a CRM migration
- How to run a successful fundraising campaign while migrating CRMs
Matt Scott
CauseMic, Co-Founder and CEO
Matt is author of The High-Growth Nonprofit and an experienced fundraiser who helped Team Rubicon scale from $275K to $51M in annual revenue.
Carly Berna
Virtuous, Director of Product Marketing
Carly Berna leads product marketing at Virtuous, helping nonprofits grow through innovative campaigns and a focus on increasing generosity.