CRM Analysis & Conversion

Technology selections and implementations are among the biggest projects faced by philanthropy operations professionals and can be a daunting task.

Is there a recommended time to conduct a CRM conversion?

As with most change, there is rarely an “ideal” time. However, we can assess your unique situation with you to determine if there is a specific timeframe that would work for your organization or if the time is simply now.

Determine the best solution

Through initial conversations and data gathering, we work with your organization to identify the core business requirements for any new technology platform to ensure it fits well within the organization’s existing ecosystem.

Implementation partner through each phase

From internal readiness to design and data mapping through training and change management, BWF has the expertise to work with you through all phases of a system selection and implementation to ensure daily operations continue while your project progresses. As an objective third party staffed by experienced practitioners, we’ll help you make the right implementation decisions based on best practices and organizational needs while acting as an advocate for your organization throughout the project.

Our Services

  • Strategic Planning and Change Management
  • Technology Eco-system Assessment and Planning
  • Data Mapping
  • CRM and Technology Selection
  • Conversion Project Management

Our Platform Expertise

  • Blackbaud CRM
  • Blackbaud Raiser’s Edge NXT
  • Salesforce
  • Microsoft Dynamics
  • Abila Millennium
  • Ellucian Advance
  • Ellucian CRM
  • Ellucian Banner

Salesforce - Available on AppExchange  Slate Silver Partner 

Technology & Operations Insights

National FFA Foundation

Our collaboration with BWF meant that we were able to successfully select, implement, and launch a new CRM with ease and confidence.-Staci Glaser, Director of Development Operations • National FFA Foundation

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Let’s Talk

Find out how BWF can partner with you on CRM analysis and conversion.