How To Move To Salesforce from Fluxx
We are experts, so the first thing to say is that with ImagineCRM, you are in safe hands. With over 200 projects delivered by our expert team, you will love the experience of working with us as you move from Fluxx to Salesforce.
We are grantmakers first, Salesforce and technology experts second.
With over 50 years of combined experience in philanthropy, we have the expertise and knowledge to guide your team through this process without having to be trained as grantmakers.
ImagineCRM has moved lots of grantmakers from Fluxx to Salesforce…..
The ImagineCRM team all has experience as both grant recipients and grantmakers, coupled with their technology expertise, which makes them uniquely qualified to guide clients through the process. We understand the fundamental building blocks of the grants process, including the five core pieces: the account, contact, grant, report, and payment. We have experience with the additional complexities that arise, such as multiple grants for one organization, fiscal sponsors, expenditure responsibility and the relationships between accounts and contacts.
What do I need to know about this digital transformation, moving from Fluxx to Salesforce?
Firstly, the ImagineCRM team works closely with the Salesforce team every day. We have a close relationship with their team in grant-making and are leaders in this field, so you are in safe hands.
In any digital transformation project, you need to plan for three things: People, Process, and Platform.
3 Key points here:
We need to understand the team and how they use their system
We need to understand your current process
We need to identify pain points and desired changes before diving in ( especially most immediate)
Words of wisdom: Don’t dream up the whole world, start on the core processes that you do 90% of the time and the rest will be developed in time.
What about my data moving from Fluxx to Salesforce?
For data migrations from Fluxx to Salesforce, the complexity that arises in data migration comes from the number of different data types, not the volume of data. So whether it's 10 rows or a million isn't as crucial as the variety of data.
There is a need to understand the customizations made to the current system, the relationships between objects in Fluxx, and how Salesforce builds these relationships.
How can we start a conversation with ImagineCRM about moving from Fluxx to Salesforce?
Come find us at TAG, PEAK, or any related grantmaker conference. Have your Salesforce AE connect with us, or reach out at info@imaginecrm.org! We are so excited to work with you all!