From Raiser’s Edge to Salesforce, a seamless transition.
Redpath gives advancement and fundraising teams a seamless move from Raiser’s Edge to the best CRM available — with the planning, cleanup, mapping, and change management your years of donor history deserve.
A proven, change-management-focused process built on Salesforce and the Nonprofit Success Pack (NPSP).
Already on Raiser’s Edge? Here’s why teams move.
Raiser’s Edge may be serving some of your data needs today, but a few vital reasons make migrating to Salesforce worth it. Salesforce is built on nonprofit industry best practices — and cures some of Raiser’s Edge’s biggest headaches.
Highly customizable data
Salesforce shapes your data around your organization. Track multiple donor affiliations — like board membership — as first-class relationships instead of hard-to-find attributes. And unlike Raiser’s Edge, Salesforce affiliations are automatically reciprocal, so you can see the board member from the organization’s record they serve.
Access roles for all staff
Every staff user gets a role tailored to the work they actually do. In a Raiser’s Edge system, only a few admins can move data in and out. Salesforce opens secure, role-based access to your whole team.
Easier reporting
As a cloud CRM, Salesforce gives you live, customizable reports for data-driven decisions — even from a phone. A gift officer meeting a major donor at a coffee shop can log notes on the spot instead of re-entering them back at the office.
Could you migrate it yourself? Technically — but should you?
Going it alone can feel like a cost saver, until unforeseen issues surface that a partner would have prevented. Redpath has guided many nonprofits and institutions through Raiser’s Edge to Salesforce migrations, with a proven, change-management-focused process — getting the technical details right while getting your team ready for the change.
We know Salesforce and the Nonprofit Success Pack (NPSP) like the back of our hands. Our tried-and-true Middleware Migration Process implements Salesforce while moving your existing data over as seamlessly as possible.
What the process reduces
- Reduced burden on your staff
- Migration timelines kept on track
- Cleaner data, in better shape to migrate
- No need for extra Raiser’s Edge vendors, like an RE database administrator
Curious? Here’s how to begin.
Ultimately, the decision is yours. We’ve pulled together a short path to help you on your journey — starting with a few free resources to learn the migration process before you begin.
Then, choose a Salesforce partner
Redpath’s team is equipped and ready to help you on your journey.
Ready to start your data migration?
Contact the Redpath team today and we’ll map the path from Raiser’s Edge to a Salesforce foundation your advancement team can trust.