6 Questions to Help You Prep for Your Data Migration

So! Your org is implementing a new system. What’s your game plan for migrating all that data?

Perhaps you don’t have one, because #time. You spent enough of it searching for the right platform in the first place, and deciding whether to migrate at all. Then, you had to jump through all those hoops to start implementing!

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Should your nonprofit migrate to a new database?

For many orgs, it’s the the end of the fiscal year. So it’s about that time when devo, IT, program and executive staff across the sector begin to ask the controversial question.

Is it time to ditch our nonprofit CRM / ESP / other database system?

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What to Know When You’re Implementing a New Tech System

Tech implementations are tricky – CRM, donor database, you name it! Whether it’s your first implementation or your fifth, here’s what you should know.

When it comes to implementing ANY new system, seamless-ness is next to godliness .

Sure, getting the system up & running is important too! But if no one complains on launch day, that’s how you know you knocked it out of the park. Smooth implementations are the dreammm.

They just take tons of work & planning.

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10 Signs Your Nonprofit is NOT Ready for Salesforce

As someone who’s employed *because of* Salesforce, I’ll be honest. It isn’t right for everyone.

Salesforce is a powerful tool. If you’re implementing a new data system for your org, there are very good reasons why this might be the way to go.

But there are valid reasons to stay away, too.

My staff knows how much I love Salesforce. And as much as I wish every org could implement it without issue, that’s just not how it works! Your org needs to be in the right headspace to knock a Salesforce implementation out of the park.

Take it from someone who’s experienced some of these issues firsthand: this isn’t the right tool for everyone. And that’s okay.

So, how can you tell? Check for these flags before committing your org to the Salesforce Ohana.

10 Valid Reasons NOT to Implement Salesforce

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10 Signs Your Nonprofit is Ready For Salesforce

Going with a Salesforce is a major decision! Here’s how to know if it’s right.

Is Salesforce the right tool for my organization?

If you’re implementing a new CRM at your org, then this has likely crossed your mind. Platforms abound for nonprofits ready to track their constituent data, and Salesforce is no exception.

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5 Helpful Implementation Reminders for Your Org (via Salesforce)

Some really good advice in here, regardless of the system.

“Don’t solve problems you don’t have.”

When it comes to tech implementations, truer words have never been spoken.


Today was the Salesforce World Tour, an annual expo-ish event hosted in several cities by the CRM powerhouse. There are product demos, keynote speakers, and mini-sessions all designed to leave attendees feeling curious and excited about what’s possible.

For current clients, it’s a chance to network & explore the different “clouds”. For those on the fence, it’s an accurate – if not dizzying – intro to the community you’re about to join. Plus, it’s free!

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