Implementation & Migration
Vendor-agnostic and fiercely independent since 2002, we help you choose the right CRM, or confirm the one you have is worth keeping. Because we implement and run these systems every day, our advice comes from experience, not demos.
Questions you might be asking
Should we fix our current CRM or replace it?
[Two to three sentence answer. Written as a real answer, so search engines and AI tools can quote it.]
Which CRM is right for an organization our size?
{Answer]
How do we write a CRM RFP that gets useful responses?
[Answer]
Our contract renewal is coming up. Now what?
{Answer]
What's included
Stakeholder interviews across development, IT and finance
Fix-vs-replace analysis of your current system
Requirements definition and RFP support
Vendor shortlist and scripted demos
Total cost of ownership comparison
Final recommendation and transition roadmap
What you walk away with
Requirements document
Vendor scorecard
Cost comparison
Recommendation report
Implementation roadmap
How it works
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Discover
[X WEEKS]
Interview stakeholders and review how your current system is really used.
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Define
[X WEEKS]
Turn needs into prioritized requirements and decide if fixing beats replacing.
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Evaluate
[X WEEKS]
Run scripted demos and score vendors against your requirements and budget.
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Recommend
[X WEEKS]
Deliver a clear recommendation and the roadmap to get there.
Platforms we evaluate: Blackbaud, Salesforce, Virtuous, Bloomerang, Bonterra and more.
CASE STUDY
[Client name]: [headline result, e.g. gift processing time cut by X%]
[Two sentences on the challenge and what we did, from assessment through ongoing support.]
Read the case study →
RELATED INSIGHTS
Stop Guessing: When to Fix or Replace Your Fundraising Tech
Webinar
[Next CRM Selection article]
Article
Picked your CRM? We'll take it from here.
The same team that helps you choose can implement it and run it day to day.