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Onboarding & Migration

Take the Pain Out of Your Platform Change

Switching your nonprofit software can be a daunting task. Our experienced implementation team is here to guide you through the process every step of the way to ensure your success.

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Custom Onboarding

Migration Packages
Tailored to Your Needs

Every organization is different. That’s why we will work closely with you to create an onboarding package that works best for your team. We will ensure you have everything you need to get up-and-running on the Virtuous platform.

  • Hands on training and coaching
  • Data extraction, mapping, and import
  • Configuration of the platform to meet your requirements

Most Common Legacy Platforms

  • Raiser's Edge/NXT
  • Bloomerang
  • SalesForce
  • DonorDirect
  • eTapestry
  • DonorPerfect
  • Kindful
  • Salsa
  • EveryAction
  • Hubspot
  • Neon
  • and many more...
Proven Migration Expertise

We’ve Seen it Before

Virtuous has successfully migrated nonprofits from all the leading legacy platforms and even home grown systems. Visit our support site to read the complete mapping documentation.

Migration Resources
Migration Resources

Standard

Designed for smaller nonprofits with fundraising best practice configuration requirements

Premium

For mid-sized nonprofits with more complex requirements and up to 25,000 records. Premium onboarding includes more high-touch data mapping and training.

Advanced

For larger nonprofits with +25,000 records and highly complex configurations. Designed for large orgs with multiple teams.

Custom

Fully customized onboarding for enterprise organizations with truly unique requirements and integrations.

Find the Migration Package that Works for You

A Clear Process with Proven Results

At Virtuous, we know what a successful onboarding experience looks like. With hands-on implementation, detailed project management, data migration services, and expert training, you will get up-and-running fast and be able to take advantage of everything Virtuous has to offer.

Change Management Coaching

Our experts will guide you through the strategies and techniques to manage organizational change, including impact assessments, identifying risks, building and maintaining stakeholder buy-in, and facilitating the transition to a new way of working.

Best Practice System Configuration

We will tailor Virtuous to meet your specific organizational needs. This includes setting up users, workflows, integrations, and customizations to ensure the system aligns with your business requirements.

Training and Workshops

Our hands-on training program is designed to equip users with the knowledge, confidence and skills needed to maximize the value of the Virtuous platform and increase giving. This includes workshop-based, hands-on training based on job role along with our robust Academy courses & certification program

Data Migration and Cleanup

Accurate data is at the heart of great fundraising. We will help you transfer your data to Virtuous, ensuring accuracy, completeness, and consistency. Additionally we will improve data quality by identifying and correcting inaccuracies or redundancies within the dataset.

The Virtuous Onboarding Difference

Service
Virtuous
Leading Competitor
MIGRATION
Data Migration Specialist ✔ ✔
Data Extraction Assistance ✔ ✘
Data Mapping Guides Based on Current System ✔ ✔
Hands-On Data & Process Mapping ✔ ✔
Data Import Completed for Customer ✔ ✔
TRAINING
Assigned Trainer ✔ ✘
Dedicated Sandbox Access ✔ ✘
Personalized Live Training Plan ✔ ✘
Academy Training On-Demand ✔ ✔
IMPLEMENTATION
Assigned Implementation Manager ✔ ✔
Change Management Coaching ✔ ✘
Hands-On Configuration Support ✔ ✘
Business Process Mapping & Implementation ✔ ✘

The recognized leader in
nonprofit fundraising software

g2-user-love
G2 Summer 2024 Award
G2 Summer 2024 Award
G2 Summer 2024 Award
G2 Award for Virtuous
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“Virtuous spent the time onboarding us to make sure our ways of doing things aligned with the ways that Virtuous was doing them, and how to have that happy medium moving forward,”
Samantha MellonDirector of Development, A Kids Place Tampa Bay
"Virtuous has been so helpful with onboarding and figuring out what features would suit our organization well."
G2 Review
"Virtuous has provided a great onboarding experience and the capabilities of the product have certainly met our expectations."
G2 Review

Featured Resources

CTA Offer - Responsive Maturity Model

Grow generosity with Virtuous

Virtuous is the responsive fundraising software platform proven to help nonprofit organizations increase generosity by serving all donors personally, no matter their gift size.

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“Virtuous truly understands nonprofits and the importance of our mission. And their open access to data and built-in custom reports gave us access to the data we need.”
Todd Shinabarger
Chief Information Officer
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