CRM migrations are a major undertaking for a nonprofit. And they can be a massive headache.
But occasionally they’re necessary for an improved user experience, simpler donor records, improved back-office operations, and more.
If find yourself facing a CRM migration, Avid can make it much smoother.
The Challenge of a CRM Migration
While a new CRM promises better infrastructure and improved data management, the transition itself can take 6–18 months.
During that time, fundraising teams often lose visibility into performance, struggle to identify donor opportunities, and pause strategic campaigns.
Avid helps nonprofits maintain momentum during CRM migrations by providing an intelligence layer that works alongside your CRM.
Avid Works With the CRM You Choose
Avid is CRM-agnostic, meaning you can select the CRM that best fits your organization.
Avid integrates directly with most major nonprofit CRMs including:
- Blackbaud Raiser’s Edge
- Bloomerang
- Donor Direct Studio Enterprise
- DonorDock
- DonorPerfect
- Hubspot
- Nation Builder
- Neon One
- Salesforce
- Virtuous
For CRMs that Avid doesn’t integrate with directly, your data can almost always be connected through automated exports.
This flexibility ensures your fundraising intelligence layer stays consistent even while your systems evolve.
Maintain Visibility During the Migration Process
CRM migrations often disrupt reporting and analytics.
With Avid, your organization maintains a clear view of your fundraising programs across channels.
This allows your team to continue to identify opportunities and monitor performance while your new CRM environment is being implemented.
Continue Identifying Donor Opportunities
Instead of waiting until your migration is complete to uncover insights, Avid analyzes your fundraising data immediately—regardless of which CRM it’s in.
This lets you surface key opportunities that no CRM could ever help you spot, including upgrade potential, reactivation prospects, likely recurring donors, and high-value donor segments.
Avid enables your fundraising teams to stay proactive even during system transitions.
Simplify Segmentation and Campaign Execution
CRM migrations often require rebuilding segmentation models and campaign targeting from scratch.
Avid helps automate segmentation using donor behavior and engagement data. And it’s not limited to what’s in your CRM.
Avid allows you to create segmentation using data from:
- Your old CRM
- Your new CRM
- Your email marketing tools
- Your direct mail data
Avid connects all your different fundraising tools and data—giving you access to easier and more advanced segmentation than ever before.
Plus, Avid can automatically sync your audiences to the right channels—avoiding the need for CRM queries, imports/exports, and spreadsheets.
Turn Data Mapping Into Strategic Insight
Every CRM migration requires careful data mapping.
When you turn on Avid as your Fundraising Operating System, Avid’s LockStep team works closely with you to understand how your data is structured.
It then gets structured and mapped into Avid with an AI-assist, allowing your data to connect to any of your other tools–including your new CRM.
This process will help you have better clarity about critical questions like:
- How do we measure key fundraising channels?
- What subchannels should be monitoring?
- What data am I missing to get insights that lead to growth?
When you turn on your new CRM, your data is already structured to make your migration as simple as possible.
Avid’s process takes 30 days, keeping you up and running while your CRM migration is underway.
Keep Fundraising Running While Your Infrastructure Evolves
Fundraising cannot pause during a CRM migration.
Avid lets you start running more data-driven campaigns, improves program visibility, and identifies opportunities—even as your CRM infrastructure changes.
CRM migrations may take months, but your fundraising momentum doesn’t have to slow down.
Avid helps nonprofit organizations maintain clarity, uncover opportunities, and continue scaling their fundraising programs throughout the migration process.
