IMPLEMENTATION SERVICES

Overview

If you have a lot of data to move into Sumac, or you’re wondering how to begin implementing Sumac at your organization, don’t worry – we can help! 

With our Implementation Services, we will take you from the point of sale, up to the point where you are able to use Sumac in your day-to-day operations. 

Whether you need help migrating your historical data, customizing Sumac for your needs, or training and onboarding, our Implementation team is here to help you each step of the way.

Contact us to learn which level of our Implementation Services is right for you!

Data Migration

If you have historical data you’d like us to import into Sumac, our team can assist in doing this for you. When you send us your data, our Implementation Specialists will work with you to review your needs and map out how your data will be represented in Sumac.

Our team is experienced in migrating data from:

Customization

Each level of our Implementation Services includes some customization. Though Sumac’s basic implementation comes ready to use out-of-the-box, you may want to tailor your database more for your needs. As we help you move your data from one system to another, we’ll change data entry fields (drop-down menus, tabs, checkboxes, etc.) so these fields work best for you.

And if you’ve purchased the Custom Add-on, our Implementation Specialists will use the data you’ve sent to build this Add-on for you. Maybe you’re an orchestra who needs to track a music library, or an organization looking to track rentals for meeting and event space, or perhaps you need to do something totally unique – whatever it is, our Implementation Specialists can find the best way to accomplish this with a Custom Add-on.

Training and Onboarding

Each level of our Implementation Services includes training and access to your Implementation Specialist for onboarding and support.

Once we have your database set up and ready to go, we train you in the basics and guide you through any additional advice you might need to be fully functional with the software.

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

nonprofit-crm-testimonials

Implementation is key to your success with Sumac CRM!

Your data isn’t just spreadsheets. It’s people: your supporters, advocates, clients… your partners. It’s all of your donations, your history of service delivery, and all the other connection points your team has made. 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.

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:

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