Getting Over the Edge: Making the Leap to Salesforce

With the ongoing development of the Salesforce.org’s tools for nonprofits, more and more nonprofits are considering a switch from legacy systems, like Raiser’s Edge, to Salesforce. But deciding to change your constituent relationship management (CRM) database is not a simple or quick decision. It is a decision that can – and likely will – impact not only where your staff go to reference donations or volunteer information but also some of the processes and best practices for your organization.

Come with your questions ready for our panel of recently migrated nonprofit organizations, Menlo School and Trees Atlanta, along with Salesforce and Cloud for Good experts. We’ll discuss:

• Which factors to consider when making the switch from Raiser’s Edge to Salesforce
• How you can manage the change and encourage user adoption
• The efficiency and impact switching to Salesforce has had on organizations fundraising, program, and marketing efforts