Because It's All About Your Members

CRM Services

Implementation & Ongoing Managed Services

We understand the challenges that come with starting over and migrating your data to a new system, which is why we’re proud to offer best-in-class implementation support and white-glove managed services.

Implementation Process

An Implementation Lead will manage your project and be your point of contact throughout the entire implementation process. A Client Success Manager (CSM) will join the project to work in tandem with the Implementation Lead, allowing for a seamless transition post-launch when the Implementation Lead transfers full ownership to the CSM. The entire process, from start to launch, will vary depending on the implementation. On average, our implementations take 9-15 months.

1

Organization & Data Reconnaissance

2

Configuration & Data Import

3

Data Validations & User Acceptance Testing

4

Launch & User Training

5

Client Success Handoff & Ongoing Support

Ongoing Managed Services

After launch, we offer ongoing managed services for continuing and upcoming projects and goals. These services include:

Roadmaps help us prioritize, create, and implement new solutions to continually accelerate your technology. These are designed to help you align your technology priorities with your strategic objectives and mission.

Routine meetings with your Client Success Manager are used to discuss upcoming roadmaps, goals, and projects.

Dedicated continuing hours allow for you and your Client Success Manager to work on ongoing projects and set objectives for the roadmap.

Technology Leadership

We know that your organization is always evolving, and we want to make sure your technology evolves with it. Whether in implementation or after launch, our managed services allow us to customize and accelerate your technology with new solutions guided and implemented by our team of experts. We consider ourselves an opinionated partner, offering technology leadership to support your organization’s long-term mission, vision, and success.

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