Donorfy Managed Onboarding Explained

by | Jun 9, 2021 | News

Donorfy Managed Onboarding Explained. 

Congratulations! You are at the beginning of a new CRM journey that will empower your charity to increase the impact you have with your Donors and supporters.  

As a Donorfy Partner we offer onboarding packages to take you from Donorfy zero to hero in a short time. Projects are led by a dedicated Project Manager who will see you from Kick-off to Go-Live! Our Donorfy onboarding packages are for charities looking for help setting up their Donorfy CRM and includes configuration, data migration and staff training resources. Packages are designed to get you set up with the minimum of fuss.  

 What’s included? 

You will have a DonorCare Project Manager who will ensure the project is on track for success and will schedule regular check-in calls with you. Workshops will cover data mapping and configuration to ensure your transition from one system (or none!) to Donorfy is smooth. Data migration will import your data into your new Donorfy and consultancy will show you different aspects of Donorfy, such as integrations, to make the most of this fantastic CRM. Our range of training resources will support your team to get to grips with your new Donorfy.  

 How long will it take to onboard? 

Managed onboarding takes approximately six weeks from start to finish. During this time we will be in touch with your team via zoom every week, through check-in calls, consultancy, or workshops. 

 What are the onboarding resources?  

On-demand training and knowledge resources include many hours of Donorfy ‘how to videos’ where you can learn at your own pace, wherever and whenever you need. In addition, there are a variety of documents to help you expand your Donorfy knowledge and point you in the right direction. The resources are set out in a simple journey to make your onboarding experience an easy and enjoyable one. We also have a series of live training webinars that the team is invited to attend during the onboarding process. 

What is Go-Live support? 

To help make the transition from onboarding to go-live as smooth as possible, we have included a period of free access to the Donorfy Virtual CRM Assistant. 

 Which package? 

Our packages are based on data size and complexity. The table below outlines the Managed Onboarding Packages.   

Kick Starter
Constituents
# constituents migrated
-
Training Resources
On demand training videos
Instructor-Led training
Half day end user training
Configuration Resources
Templates and documents
Donorfy Configuration Consultancy Workshop
Data Migration & Management
Importing & updating data training resources
Data Mapping Consultancy Workshop
Data Migration
Data Migration Test Run
Data Migration Overflow
Project Schedule
Project Plan
Simple onboarding journeys
Expert Guidance
Project Kick-Off Consultancy
Dedicated Project Manager
Consultancy Workshops
Regular Project Check-Ins
Opportunities Workshop
Hosting
Own Azure Envirionemnt Setup
Go Live Support
Donorfy Assistant Subscription
Price (excl. VAT)
£495
Acorn
Constituents
# constituents migrated
up to 2,000*
Training Resources
On demand training videos
Instructor-Led training
Half day end user training
Configuration Resources
Templates and documents
Donorfy Configuration Consultancy Workshop
Data Migration & Management
Importing & updating data training resources
Data Mapping Consultancy Workshop
Data Migration
Data Migration Test Run
Data Migration Overflow
Project Schedule
Project Plan
Simple onboarding journeys
Expert Guidance
Project Kick-Off Consultancy
Dedicated Project Manager
Consultancy Workshops
Regular Project Check-Ins
Opportunities Workshop
Hosting
Own Azure Envirionemnt Setup
Go Live Support
Donorfy Assistant Subscription
1 Month
Price (excl. VAT)
£2,995
Sapling
Constituents
# constituents migrated
up to 20,000*
Training Resources
On demand training videos
Instructor-Led training
Half day end user training
Configuration Resources
Templates and documents
Donorfy Configuration Consultancy Workshop
Data Migration & Management
Importing & updating data training resources
Data Mapping Consultancy Workshop
Data Migration
Data Migration Test Run
Data Migration Overflow
Project Schedule
Project Plan
Simple onboarding journeys
Expert Guidance
Project Kick-Off Consultancy
Dedicated Project Manager
Consultancy Workshops
Regular Project Check-Ins
Opportunities Workshop
Hosting
Own Azure Envirionemnt Setup
Go Live Support
Donorfy Assistant Subscription
2 Month's
Price (excl. VAT)
£4,995
Birch
Constituents
# constituents migrated
up to 35,000*
Training Resources
On demand training videos
Instructor-Led training
Half day end user training
Configuration Resources
Templates and documents
Donorfy Configuration Consultancy Workshop
Data Migration & Management
Importing & updating data training resources
Data Mapping Consultancy Workshop
Data Migration
Data Migration Test Run
Data Migration Overflow
Project Schedule
Project Plan
Simple onboarding journeys
Expert Guidance
Project Kick-Off Consultancy
Dedicated Project Manager
Consultancy Workshops
Regular Project Check-Ins
Opportunities Workshop
Hosting
Own Azure Envirionemnt Setup
Go Live Support
Donorfy Assistant Subscription
3 Month's
Price (excl. VAT)
£7,995
Oak
Constituents
# constituents migrated
up to 50,000*
Training Resources
On demand training videos
Instructor-Led training
Half day end user training
Configuration Resources
Templates and documents
Donorfy Configuration Consultancy Workshop
Data Migration & Management
Importing & updating data training resources
Data Mapping Consultancy Workshop
Data Migration
Data Migration Test Run
Data Migration Overflow
Project Schedule
Project Plan
Simple onboarding journeys
Expert Guidance
Project Kick-Off Consultancy
Dedicated Project Manager
Consultancy Workshops
Regular Project Check-Ins
Opportunities Workshop
Hosting
Own Azure Envirionemnt Setup
Go Live Support
Donorfy Assistant Subscription
4 Month's
Price (excl. VAT)
£12,995
Redwood
Constituents
# constituents migrated
up to 100,000*
Training Resources
On demand training videos
Instructor-Led training
Half day end user training
Configuration Resources
Templates and documents
Donorfy Configuration Consultancy Workshop
Data Migration & Management
Importing & updating data training resources
Data Mapping Consultancy Workshop
Data Migration
Data Migration Test Run
Data Migration Overflow
Project Schedule
Project Plan
Simple onboarding journeys
Expert Guidance
Project Kick-Off Consultancy
Dedicated Project Manager
Consultancy Workshops
Regular Project Check-Ins
Opportunities Workshop
Hosting
Own Azure Envirionemnt Setup
Go Live Support
Donorfy Assistant Subscription
6 Month's
Price (excl. VAT)
£19,995

*Based on corresponding data sets. Read more about onboarding and what’s included in data migrations.

 What is covered in the data migration?  

The brochure below shows what is covered in the data migration, each package includes a maximum number of constituents and overall records. A record consists of any entry such as a constituent, tag, activity or transaction. 

 Want to get started?! 

Any more questions, or just want to get started – get in touch with the team! 

 

 Client Feedback

“It’s been an absolute pleasure working with DonorCare. The prospect of implementing a new CRM system was a little overwhelming but DonorCare held our hand and got us through it.” Jen Sanderson, Crossroads Care Surrey 

Contact DonorCare

If you have any questions about the services we offer, our team would love to hear from you.