How to Successfully‌ Migrate ‌Your Nonprofit ‌CRM‌ ‌to‌ ‌‌Salesforce

Data leads to insight, and insight leads to dollars. As a nonprofit organization, your data structure and products need to turn the information they hold into stories and those stories into valuable relationships. When selecting the right product and building a new data structure, however, you have to consider how people relate to technology and change. Matt Schmitt serves as digital technology manager at Bethany International. In this episode, he talks about how we migrated the organization's donor management software from Blackboard's Razor's Edge to Salesforce. What we talked about: Why flexibility is key to supporting complex systems Why Salesforce won Bethany's business How to get all the stakeholders on board with a new process and product Practical steps for transitioning from one CRM to another How to know if you should work with a data consultant