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.

We are grantmakers first, Salesforce and technology experts second.

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.

How Long Does The Process Take?

Building objects and fields is relatively quick, but the time needed to understand processes and implement necessary changes can vary significantly based on project scope.

The challenge lies in defining your processes and determining what you want to achieve with Salesforce. We will guide you and provide our expertise throughout this phase.

For organizations aiming to keep their processes largely the same while leveraging Salesforce's features, we estimate a timeline of around six months. For those looking to overhaul systems and transform multiple processes, the timeline may be longer.

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.

Who in my team needs to be involved?

ImagineCRM employs a 'Center of Excellence' model, consisting of staff with deep expertise and insight into the organization's processes and technology. Ideally sized between 2 to 6 members, this team should include individuals with technical, grants management, and programmatic expertise. Their crucial role involves training and supporting others while liaising with executives and staff to ensure effective consultation, training, and securing necessary approvals and buy-in along the project’s path to success.

Can I Get 10 Donated Licences?

Yes, Salesforce has an amazing program called the power of us: click here to see if your nonprofit qualifies.

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!


Read how we helped Co-Impact Move to Salesforce

Want to be inspired? We thought so!

Read how we helped global foundation Co-Impact here.

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