IMPLEMENTATION

Our Implementation Service, which includes data migration, customization and training, is key to your success with Sumac CRM!

Your data is one of the most valuable assets your organization has. It’s your people: your supporters, advocates, clients, partners. It’s all of your donations, your history of service delivery, your programs, and all of your connections. 

When you work with the Silent Partner Implementation team, we’ll make sure your data is safely migrated into your new database, your database is configured for your exact needs, and your staff are trained, so you are set up for success right from the start.

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Is Implementation Right for My Nonprofit

If you need help migrating your historical data, customizing Sumac for your needs, or training your staff as they come onboard, our Implementation team is here to help you each step of the way!

Our most successful clients often take advantage of our Implementation services. Here’s why these services might be right 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 historic 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:

Customization

After we migrate any historical data, we customize the database, and set up any online donation forms you’ve purchased. Sumac’s basic implementation comes ready to use out-of-the-box, but each level of Implementation 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 things work best for you.

Training and Onboarding

Each level of our Implementation Services includes training to 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!

Implementations for New Projects

Our Implementation Specialists can continue to support you with new initiatives and projects long after your initial set up. If you are an existing client interested in working with our team to implement new strategies for your database, contact our Customer Success team to learn how we can help! Want to learn more about our Implementation services? Let us know! Complete the form below to connect with our team:

Tell Us About Your Needs

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I was very impressed with Sumac’s turn-around time on our data conversion. Within a week we had a decade’s worth of spreadsheets at our fingertips…

– Producer, The Theatre Centre

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Download Your Free Guide on Choosing CRM Software for Your Nonprofit!

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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
  • Pledges & monthly donations
  • 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
  • Pledges & monthly donations
  • Event management
  • Receipting
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Donation webforms

Plus:

  • Grant Management
  • Major Gift Proposals
  • Prospecting
  • Volunteer Management with online signup

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
  • Pledges & monthly donations
  • 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
  • Pledges & monthly donations
  • 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!

Premium Case Management Package

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

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

All Standard features:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Plus:

  • Donor management
  • Donation webforms
  • Pledges & monthly donations
  • Automatic receipting
  • Fundraising campaigns
  • Event management

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 13 concurrent users

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

Standard Case Management Package

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

All Basic features:

  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • Email marketing
  • Reporting
  • Communication tracking
  • Workflow management
  • Quickbooks integration
  • Cloud-based access
  • Phone & email support

Plus:

  • Specialized Case Management setup (configured for health & social services, transition & emergency shelters, hospice & palliative care)
  • Client registration & intake webforms

Includes: Up to 750 contacts; Up to 5GB of storage capacity
(cloud-based); Up to 8 concurrent users

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

Basic Case Management Package

Manage intake forms and client data securely so data transitions seamlessly from when a case opens to its close.
Includes:
  • Client profile & case intake definition
  • Complete case lifecycle tracking
  • Resource management
  • Service tracking
  • 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!

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