Is your charity relying on a legacy or unsupported CRM system? If so, it may be time to take a closer look at the risks – and opportunities – this can bring.
Whether your current platform is approaching its end-of-life, slowing down your team or simply no longer fit-for-purpose, migrating to a new system can unlock major improvements in supporter engagement, fundraising analysis and operational efficiency.
But only if it’s done right…
At Wood for Trees, we’ve supported many not-for-profits through successful CRM migrations. With this, we’ve seen first-hand how things can go wrong – as well as what it takes to do it well. Considering a CRM switch? We’ve put together some handy hints and tips from our CRM and data experts, to help you get started.
Replacing your legacy CRM? Start here!
Introducing our new CRM migration survival guide for charities. This practical document is your starting point for a confident, strategic transition.
What’s inside:
- Why CRM migrations go wrong – and how to avoid the pitfalls
- How to know if your data is ready to move
- Off-the-shelf vs low-code vs on-prem – which solution is right for you?
- A step-by-step migration checklist to guide your journey
- Expert insight on data strategy, compliance and future-proofing
This isn’t just about switching systems – it’s a chance to reimagine how your charity connects with supporters and delivers positive impact.
Lift and shift vs strategy-led success
Thinking of doing a simple and swift export/import migration? Think again…
This visual breakdown compares a risky ‘lift and shift’ approach – migrating all your old data and workflows with minimal planning – versus a strategy-led, data-first CRM migration, that’s designed to deliver long-term value.
Top 10 risks to address when replacing your CRM
Are you really ready to migrate? This quick-read checklist will help you find out! You could even print it out and tick the boxes as you work through the list.
Whether you’re just beginning your CRM migration or halfway through, these 10 critical risks are worth reviewing – from unclean data and scope creep to platform selection and compliance.
Avoid common mistakes and get your data ready
Our latest blogs highlight the most common missteps charities make, and how to avoid them, with a strategic, outcome-led approach to CRM migration. Plus, we cover how to make sure your data is fit for the journey – now is the perfect time to review your data strategy…
Want to talk it through?
We’re offering a free 30-minute consultation to help you assess your charity’s CRM and data readiness, at whatever stage of the migration journey you’re at, so you can get started or keep moving.
