We’re concerned about the cost and complexity of migrating from spreadsheets to a new CRM. How can we manage this transition?
The fear of a complex and costly migration is one of the biggest hurdles preventing nonprofits from upgrading their technology. Many leaders worry about disrupting fundraising efforts, losing critical data, and overwhelming their already busy teams. The key to overcoming this is a strategic and phased approach.
Start by clearly defining your goals and cleaning your existing data—remember, “garbage in, garbage out”. A successful transition involves leadership buy-in and choosing a partner that understands the nonprofit world. Aha Impact simplifies this process. Because it’s built on the familiar Microsoft platform, user adoption is often smoother. We guide you through a structured migration, ensuring your data is secure and your team is trained and confident, turning a feared transition into a powerful step toward growth.
For a deeper dive into this topic, read more here: Banish Nonprofit Spreadsheet Pain
Ready to See Aha Impact in Action?
Stop struggling with outdated tools and start building the future of your nonprofit. Let us show you how Aha Impact, powered by Microsoft Dynamics 365, can help you banish spreadsheet pain, retain more donors, and amplify your mission.
