The Raiser’s Edge to Salesforce Data Conversion
Point and click data migration tools represent only a partial solution for a smooth transition to Salesforce. Our professional services team understands The Raiser’s Edge’s complex schema and knows how to properly transform and map all data to Salesforce.
Preserving The Raiser’s Edge’s Functionality in Salesforce
In addition to the data migration itself, decisions need to be made about which Salesforce products to use and how to configure them in order to ensure continuity of key functionality after a transition. For example, does it make sense to use the Salesforce Foundation’s free Nonprofit Success Pack (set of managed packages)? Should ExactTarget and/or Pardot, both salesforce.com products, be deployed? What is the best option for an integrated, online donation form?