Get Ready: Your First 2 Steps in Navigating a LCRM Migration
It’s the middle of summer. Maybe you’re on a beach somewhere or taking a road trip or simply enjoying the warm weather. The last thing you might be thinking about is data migration and system transitions.
Eeeeek! If you’re a Luminate CRM (LCRM) customer, it’s time to face the tough reality that LCRM is expiring on June 30, 2022. As you look ahead, perhaps this is a welcome change and an opportunity to reset, optimize, and take your systems to the next level. Or maybe you’re overwhelmed by the idea of this change and need some support. Regardless, it’s time to put down the beach book and get started.
So with less than a year left—but really 6-9 months when you factor in holidays, the end-of-year giving season, and other natural distractions that will surely come your way—here’s the first two steps you can take to kick start this process and ensure your team is well on their way to a successful transition. Besides, who doesn’t love a good checklist?
Step 1: Find a Partner Who Knows LCRM
Let’s be honest, the next 9+ months will be tough and filled with lots of questions and important decisions you’ll need to make. The timeline is firm and you need an experienced expert who can guide you through the process. This isn’t really the time to try out a DIY migration.
You don’t need all the answers to get started. Just find a partner you trust who knows LCRM. Together they can help you evaluate the impact of moving off of LCRM, think through possible solutions and create a thoughtful transition plan. From there you can implement the solution that meets your needs and within your budget.
Ideas for finding that trusted partner:
- Let’s Chat! Attain Partners (formerly ACF Solutions) was the very first Convio/Luminate CRM partner. Over the last decade our team has implemented Luminate CRM for more than 10 different nonprofits and Salesforce solutions for 190 nonprofits!
- Talk to your Salesforce Account Executive. They’re a great resource!
- Check out this awesome resource from Watt Hamlett on using the AppExchange to find a partner
Aim to select your partner and get the project underway by Labor Day so that you have ample time to get everything done before June 30, 2022!
Step 2: Prepare Your Team and Plan for Change
Moving off of LCRM and onto a new system will bring lots of change for your organization and your team members. And simply stated, change can be hard.
While you’re selecting a partner to focus on the technology, start to develop a plan that focuses on the people. Ensure your team is informed and invested in the process by helping them understand the value, or the WIIFM (what’s in it for me?).
Check out this recording of a recent webinar entitled “Don’t Forget the People! How to Maximize Your Salesforce Investment,” to get tips and tricks from our dedicated team of change management experts on how best to drive and sustain change.
Boiling it all down, find a trusted partner who can handle the technology so that you can focus on the people.
We’re here to help!
The timeline is tight but we’ve got your back. We know LCRM and we help nonprofits navigate change every day. Contact us to set up a quick introductory call to explore what your LCRM migration could look like. Just think, you’ll be that much closer to checking #1 off the list!
About the Author
Kristi Phillips leads Attain Partners’ nonprofit practice to help organizations leverage technology for social change. Kristi has been working directly with nonprofits to accelerate their impact and deliver creative solutions on the Salesforce platform since 2013.
Before diving into the world of consulting, Kristi worked at Teach For All, where she served as their Director of Data Management. There, she supported 30+ international organizations with their design, configuration, and implementation of Salesforce. Prior to Teach For All, Kristi was at Education Pioneers as their Director of Strategic Site Support and Operations where she led new site development, new program integration, technology development and program operations. Kristi began her career as a Teach For America Corps Member in Phoenix, Arizona where she taught elementary special education. Kristi earned her Masters in Education from the Harvard University Graduate School for Education and her undergraduate degree in International Relations from Boston University.