8 Reasons to Switch from Raiser’s Edge to Salesforce

Free Data Conversions*

We know that COVID-19 has taken a toll on our customers.  Non-profits, K-12, higher education, and healthcare are getting hit hard, so we wanted to help.

Data conversions are the process of moving your data from the legacy system into your new CRM and can be one of the more expensive items in an implementation plan.  Our team has been working with Advancement legacy systems for 20 years, and our familiarity with these systems allows us to provide you with a free conversion into Salesforce.

*Limited to 2 data conversions based upon our industry best practices and data mapping.  Data cleanup and data enhancements are excluded.

Your First 10 Licenses Could Be Free

Implementation Can Easily Be Managed Offsite

Our implementation processes are all managed online(i.e. using Gotomeeting, Zoom, or other virtual meeting solution) – which in the current climate means you don’t need to go into the office to get started on your implementation.

Our teams have been working remotely managing implementation projects for years. We provide you with all the tools you need to manage your project and bring your system online without needing to step foot on campus.

Thanks to the Salesforce Platform, everything is configured and stored in the cloud so you and your team can meet your fundraising goals without risking your well-being.

Curious how it’s done? Check out how we helped the University of California: Irvine Go-Live during the COVID-19 Pandemic.

Modular Implementations Enable Quick Deployment

Sleek Consulting has developed numerous quick start implementation packages for Salesforce. Our packages are built to allow for a modular implementation strategy which can provide much-needed flexibility. You can extend your budget, resources, and timeline by moving your organization into Salesforce at a pace that makes sense to you.

Your fundraising team could be on Salesforce in 3-4 months taking advantage of valuable tools to meet their goals.

Learn how we helped St. George’s School successfully transition their 30 year old legacy system to Salesforce in under a year.

Gift Processing Has Never Been Easier

Sleek Consulting has been helping Advancement organizations transition to new fundraising systems since the 1990’s! We’ve successfully completed over 200 Advancement implementation projects. Most of our team has served as leaders in  higher dducation,K-12, non-profit, and healthcare organizations.

Sleek Consulting has been working on Salesforce implementations since 2015.  We have worked diligently to ensure that Advancement industry best practices are baked into the training and business processes that we deliver.

Interested in learning more? Ask us for a Gift Processing demo!.

Unmatched Security and Transparency

Salesforce has stellar and transparent security measures built into their company’s culture and products.  Their security measures not only prevent internal users from seeing data they shouldn’t but also prevent external malevolent forces from accessing and exposing your data.

In addition, the Salesforce Trust system provides status sites transparently to all customers 24/7 focusing on service availability and performance.  

Unbeatable Mobile Access

Salesforce is mobile ready for your users from day one.  Salesforce has an unmatched mobile user interface allowing your team to enter contact reports or manage their portfolio from the road – on their phone, iPad or laptop.

The Salesforce mobile experience isn’t just a part of their primary product resized to fit smaller screens and run on Android or IOS. Every object has an independent mobile customization and configuration which can be used to meet the needs of your mobile users without compromising functionality or interfering with your standard users.

Integrates With The Fundraising Tools You’re Already Using

Salesforce has enormous capabilities to help you seamlessly integrate with other third party apps that help you fundraise every day – including event management, peer to peer, online giving, payment processors, volunteer, email marketing management and much more. 

All apps available on the Salesforce AppExchange can be downloaded using ‘point and click’ technology.

There’s Never Been a Better Time to Make The Switch

2020 has been a year filled with unexpected challenges and upheavals that have changed how we in the Advancement community define “business as usual”.  In order to find answers to these challenges we need to deploy innovative, powerful solutions.

Tap into the power of the Salesforce CRM and learn how 21st century software can help you and your team.