Why do you need a Salesforce partner to help you with your Raiser’s Edge migration?

Raiser’s Edge is a powerful fundraising and donor management system that has been a staple of the nonprofit industry for many years. However, as technology evolves, so do the needs of nonprofit organizations.

Salesforce for Nonprofits has become a popular choice for those looking to streamline their fundraising efforts, automate key processes, and gain greater insights into their supporters. But, when it comes to migrating your data from Raiser’s Edge to Salesforce, the process can be complex and time-consuming. That’s why you need a Salesforce partner to help you navigate the process and ensure that your migration is successful.

Here are 15 things you can do to prepare for a Raiser’s Edge data migration to Salesforce for Nonprofits:

• Start with a clear understanding of what data you need to migrate.
• Organize and clean your data before migrating.
• Identify any data that may not be able to be migrated.
• Determine how you want to map your Raiser’s Edge data fields to Salesforce fields.
• Choose a reliable and experienced Salesforce migration tool.
• Set up a sandbox environment to test your migration.
• Test your migration process to ensure it works as expected.
• Plan a data backup strategy in case of data loss.
• Prepare a timeline and budget for your migration.
• Assign responsibilities to your team members.
• Evaluate your existing processes and identify areas for improvement.
• Plan for any necessary customizations to Salesforce.
• Get executive buy-in for the migration project.
• Communicate the migration plan to stakeholders.
• Set up a training plan for your team members on Salesforce.

While this list can seem daunting, rest assured working with a consultant makes the process seamless. Take a look at our whitepaper “Raiser’s Edge to Salesforce Migrations: Tricky Tables” for more details on how we approach pre-migration data cleanup.

Some common things that can go wrong during a Raiser’s Edge to Salesforce for Nonprofits data migration include:

• Data quality issues: Data quality is essential for a successful migration. If your data is incomplete, outdated, or inaccurate, it can cause problems during the migration process and result in incorrect or missing data in Salesforce.
• Mismatched data fields: If the data fields in Raiser’s Edge and Salesforce are not properly aligned, it can lead to data loss or incorrect data mapping.
• Inadequate testing: Failing to test your migration thoroughly can result in unexpected issues, such as data loss or data corruption.
• Data loss: Data loss is a common risk during migrations. Without proper backup and recovery procedures in place, you could lose critical data during the migration process.
• Customization and integration issues: Customization and integration are key components of a successful migration, but if not done correctly, they can result in technical problems that impact the migration process.
• Timing and budget issues: Migrating data from Raiser’s Edge to Salesforce for Nonprofits can be time-consuming and expensive. Without a clear timeline and budget, it can be difficult to manage the migration process effectively.
• User adoption issues: User adoption is a critical factor in the success of any migration project. If users are not properly trained on Salesforce or do not fully understand how to use it, it can impact the success of the migration.
• Data security concerns: Data security is a major concern during any migration. Without proper security measures in place, sensitive data can be exposed during the migration process.

Working with an experienced Salesforce consultant can help mitigate these risks and ensure a successful migration.

A Salesforce partner can help you make your Raiser’s Edge data migration to Salesforce for Nonprofits be successful. By working with a trusted and experienced consultant, you can minimize your risks and maximize your success. Whether you’re looking to streamline your fundraising efforts, automate key processes, or gain greater insights into your supporters, your data is critical. A Salesforce partner can help you achieve your goals and make sure that your data is migrated as intended.

An experienced Salesforce consultant can help mitigate the risks associated with a Raiser’s Edge data migration to Salesforce for Nonprofits by:

• Helping you identify and resolve data quality issues before migration.
• Offering a comprehensive migration plan that covers all aspects of the migration process.
• Providing a detailed timeline for the migration project.
• Providing expert advice and guidance on the migration process and best practices.
• Helping you understand the implications of your migration on your organization.
• Offering ongoing support and maintenance after the migration.
• Helping you optimize your Salesforce configuration to meet your specific needs.
• Identifying any potential roadblocks and helping you overcome them.
• Providing training and support for your team members on Salesforce.
• Assisting with data integration and customization.
• Offering a risk mitigation plan to minimize the risk of data loss.

Redpath Consulting Group has a team of experienced and certified Salesforce consultants that came from nonprofit organizations. We have a proven data migration process that ensures the data migration process goes smoothly. For more information on our Raiser’s Edge to Salesforce migration process, visit our Raiser’s Edge migrations webpage.

If you would like to speak to someone from our team about Salesforce for Nonprofits and our Raiser’s Edge data migration experience and approach, please contact us here.