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"CRM Conversion Playbook"

The Last CRM Conversion You'll Ever Have To Do

Switching to a new CRM system can feel daunting, but with the Virtuous CRM Conversion Playbook, you’ll have the tools to make it the last CRM transition your nonprofit ever needs! This comprehensive guide takes you step-by-step through the process, ensuring your organization streamlines operations, enhances donor engagement, and achieves its mission more efficiently.

What You’ll Find in the Playbook

• Pre-Conversion Planning: Understand why a new CRM is necessary, define goals, and align stakeholders for a seamless transition.
• People Management: Equip your team to handle technology and workflow changes with clear communication and training strategies.
• Data Audit & Migration: Prepare your data for migration with a detailed audit, ensuring accuracy and integrity in your new system.
• Implementation & Training: Learn to configure and customize your new CRM for your nonprofit’s needs, with effective training to empower your team.
• Go-Live & Beyond: Celebrate the successful implementation, monitor system performance, and continuously improve for long-term success.

Why It Matters
A robust CRM aligns your team, integrates vital tools, and maximizes your impact by fostering donor retention and simplifying workflows.

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