What to Expect When Migrating to Virtuous CRM+

Thinking about switching to Virtuous CRM+, but wondering what happens to your data, recurring donors, or team during the transition? In this conversation, Eric Jostaf, Senior Manager of Customer Implementation at Virtuous, walks through what nonprofits can expect when migrating to Virtuous CRM+. Eric covers how long a typical CRM migration takes, what happens during data mapping and testing, and how the implementation team plans around busy fundraising seasons and your team’s availability. He also answers some of the biggest questions nonprofits have before making the switch: → What happens to your existing donor data? → How are recurring gifts and monthly donors handled? → Should you clean your data before migrating? → How much time will your team need to commit? → What kind of training and implementation support can you expect? You’ll also hear how Virtuous approaches the process, from data review and migration planning to hands-on workshops and product training. TIMESTAMPS 0:00 Meet Eric and the Virtuous Implementation Team 0:35 How Difficult Is a CRM Migration? 1:53 How Long Does a CRM Migration Take? 3:01 Planning Around Busy Fundraising Seasons 4:02 What Happens to Your Donor Data? 5:04 Migrating Recurring Gifts and Monthly Donors 6:26 Should You Clean Your Data Before Migrating? 7:52 Training and Support During Implementation ➡️ Learn more about Virtuous CRM+: https://virtuous.org/software/crm/ #NonprofitCRM #CRMMigration #NonprofitFundraising