Thank you for your interest in Sumac’s Implementation Services!

Your data is one of the most valuable assets your organization has as you work toward your mission, and when you work with the Silent Partner Implementation team, we make sure you are set up for success right from the start.

Our Implementation services can help you with migrating your historical data, customizing Sumac for your needs, and training your staff as they come onboard.

Here’s why these services may be the right fit for you too:

  1. Your data is complex, and our team can make it simple. Whether you’re coming from multiple spreadsheets, email lists, another database, or all of the above, our specialists organize your data and make sure it’s stored in the most optimal place in Sumac.
  2. You want your database to feel like it’s yours! We can customize Sumac for you, and tailor it to your unique programs.
  3. You don’t have the time. Implementing Sumac on your own can take two to three times longer than our Implementation Specialists to get the database up and running.
  4. You need guidance. From the time we start your implementation, to the time your database is set up, our specialists guide you on where your data lives, and how to use Sumac most effectively to reach your goals.

If you would prefer to implement Sumac on your own, our self-serve Support Portal offers a range of comprehensive how-to guides. But if you want to strategize your implementation with an expert, we’re here to help!

How does Implementation work?

Migration

If you have historical data, you send it to us, and we help map out how your data fits best into your Sumac CRM.

Our team is experienced in migrating data from:

If you do not have historical data to migrate, that’s okay. In this case, we move straight to Step 2!

Step 2 - Customization

We customize the database, and set up any online donation forms you’ve purchased. Each level of our Implementation Services includes some customization. You may want to tailor your database more for your needs, so we can change data entry fields (drop-down menus, tabs, checkboxes, etc.) so these fields work best for you.

Step 3 - Training and Onboarding

After your database is set up and ready to go, your Implementation Specialist will train you on how to us Sumac. Each of our Implementation Packages includes training for your team so that you are well prepared as you come onboard.

And of course, as you are getting to know Sumac, you’ll have regular access to your Implementation Specialist for post-implementation support!

What are my Implementation options?

We have six Implementation Service packages to choose from. Learn more about what is included in each package using the chart below:

Implementation Package Subsidized
Package
Basic
Package
Standard
Package
Advanced
Package
Premium
Package
Platinum
Package
When do we recommend this option? This option is great if you don’t have any historical data to migrate, and are starting out with the Basic CRM. This option is best when you have some simple historical contact and donation data to migrate, and are starting with the Basic CRM. This option is best when you have historical data from several sources, and are planning to use Sumac for the Basic CRM, Fundraising, Memberships, Volunteers or Case Management. This option is best when you have historical data from several sources, and are planning to use Sumac for the Basic CRM, Fundraising, Memberships, Volunteers or Case Management. This option is best when you have a lot of historical data from several different data sources, and/or if you are purchasing the Course Registration or Custom add-on. This option is best suited for organizations with a large amount of historical data from multiple sources who are looking to heavily customize Sumac for their needs.
What type of Data Prep and Importing is included? No data prep or import provided You prep your data, we import it You prep your data, we import it You prep your data, we import it You send us your data; we prep it AND import it! You send us your data; we prep it AND import it!
How much Field Customization is included? Sumac out-of-the-box – you can do your own customization, as desired Sumac out-of-the-box – you can do your own customization, as desired We’ll add any 15 additional fields you need We’ll add any 25 additional fields you need We’ll add any 40 additional fields you need No field limit! We’ll add as many additional field as we can!
What is the Estimated Timeframe for Implementation? 1 business day 1 week 3 weeks 3 weeks 4+ weeks 4+ weeks
Will I have access to Live Personal Training? Access to our Sumac training webinars 1 hour of personal training 2 hours of personal training 4 hours of personal training 6 hours of personal training 8 hours of personal training
After I’m up and running, how long will I have access to my Implementation Specialist for support? N / A 2 weeks 4 weeks 6 weeks 8 weeks 10 weeks
Will I be enrolled in Sumac’s Welcome Series? Yes Yes Yes Yes Yes Yes

What are the next steps?

Complete the form below and our team will be in touch to provide pricing information, answer any questions you may have, and make sure you have everything you need to make the right choice for your organization:
  • This field is for validation purposes and should be left unchanged.
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Premium Memberships Package

Take your program further by integrating fundraising.
Includes:

All Basic features:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Membership registration webforms

Plus:

  • Donations & fundraising
  • Donation webforms
  • Fundraising campaigns
  • Event management
  • Automatic receipting
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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:

  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Membership registration webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Premium Donations Package

Manage complex donations for planned giving and larger gifts.
What's Included

All Basic features:

  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Proposals
  • Prospecting
  • Volunteer management

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users

Need more contacts, storage, or users? Just ask us!

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:
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Plus:
  • Donation webforms
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Memberships Package

Manage your members and membership campaigns, engage members, and increasing revenue.
Includes:
  • Manage member lifecycles
  • Member & membership tracking
  • Custom membership level definition
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Basic Donations Package

Manage your donations and fundraising campaigns, engage donors, and increase revenue.
What's Included
  • Donor & donation tracking
  • Email marketing
  • Fundraising campaigns
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support
Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Premium Case Management Package:

All Basic features:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

All Standard features:

  • Specialized Case Management (pre-configured for Mental Health, Hospice, Shelter)
  • Webforms

PLUS:

  • Donations
  • Pledges

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Standard
Case Management Package:

All Basic features:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

PLUS:

  • Specialized Case Management (pre-configured for Mental Health, Hospice, Shelter)
  • Webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

Included in the Basic Case Management Package:

  • Phone & email support
  • Case management intake, screening, assessment
  • Service tracking
  • Workflows
  • Email marketing
  • Event management
  • Cloud-based access
  • Reporting

Includes: Up to 750 contacts; Up to 5GB of storage capacity (cloud-based); Up to 3 concurrent users
Need more contacts, storage, or users? Just ask us!

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