Schedule Orientation - Sumac Non-profit Software

Step 2f – Schedule Orientation

Your responsibility

Set a date and time for your data migration orientation with a Sumac Guru.

Standard Time Frame

1 day

Required Response Time

1 week

Guidelines

The orientation session is intended to help smooth the transition to your new database. If you are entitled to training, it will be scheduled in tandem with the orientation session. Your orientation date will serve as our deadline for migrating your data and installing your database.

Step 2f – Schedule Orientation

Your responsibility

Standard Time Frame

Required Response Time

Guidelines

SOLUTIONS

WHO USES SUMAC

Premium Memberships Package

Take your program further by integrating fundraising.

Includes:

All Basic features:

All Standard features:

Plus:

Standard Memberships Package

Membership purchases flow from your web forms, through payment processing, and into your database, so there's less effort and less errors.

Includes:

All Basic features:

Plus:

Premium Donations Package

Manage complex donations for planned giving and larger gifts.

What's Included

All Basic features:

All Standard features:

Plus:

Standard Donations Package

Donations flow from your website forms, straight through payment processing, and to your database, so there's less effort and less errors.

What's Included

All Basic features:

Plus:

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increasing revenue.

Includes:

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.

What's Included

Premium Case Management Package

Take your program to the next level by integrating your fundraising.

Includes:

All Basic features:

All Standard features:

Plus:

Standard Case Management Package

Pre-configured client management modules fit your exact program and make your administration even easier.

Includes:

All Basic features:

Plus:

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.

Includes:

Wait, don't go away empty handed.