The Nonprofit’s Guide to Surviving CRM Migrations
How to Navigate the Process with Confidence and Clarity
cHECKLIST
About The Checklist
Moving your organization to a new database is a pain in the neck! Missteps can cost you staff time, donations, and even supporter trust. That's where our step-by-step CRM Migration Checklist comes in. Thoughtfully curated by Devine & Parker Consulting, this resource will give you the confidence to cruise through your database migration with ease.
Assessment & Planning
Data Cleanup & Preparation
CRM Selection Strategy
Engaging Key Stakeholders
Data Field Mapping
Tackle Your CRM Migration With Confidence.
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