Everything to consider when switching to a new fundraising and alumni CRM
The step by step guide for universities on everything you need to know for making a smooth and simple fundraising & alumni CRM switch
Switching your CRM isn’t always as easy as it sounds. But help is at hand, as this guide aims to helps Universities with the inevitable that every organisation goes through at some point.
Consider this your playbook for everything you need to know about when it’s right to switch, the considerations to take prior and how to ensure it happens as smoothly and painlessly as possible.
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Everything you need to know for switching your fundraising & alumni CRM
What is covered in this guide:
- Why a CRM switch is important and what you need to do next
- Tell-tale signs you're ready to move to new charity specific software
- Step-by-step guide to migrate your CRM
- Top priorities
- Your switchover checklist
- FAQs about switching fundraising & alumni CRMs
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