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Project Onboarding: CRM Transition Process

Fireside CRM migration projects take an average of 4-6 weeks total. At no point during this migration will you be unable to be using a CMS/CRM platform – at all points you will have access to your old vendor and/or Fireside CRM.

Preparation

At the beginning of your project we will sit down with you and your office to go through each step of the process during the Kick Off call. During the call we will go over all the items needed to get the project started, including the contact form set up, CRM configuration and so forth. These will take form in a questionnaire. Our development team will get everything configured on our end, including the set up of your new Fireside contact form for your website. Once the contact form is audited by the House, we are able to launch it on your website. Now all emails will be submitting to your Fireside CRM. Don’t worry, we will train you on how to log and respond to these emails from your new Fireside account.

Export/Import

After the contact form has been live for 2-3 days, your export from your old vendor will be initiated. This typically takes 3-4 days and is sent to us. We will import all of that data into your new Fireside account. The import takes place in three stages: People, Mail Room and Casework.

Training

Once the first stage of the import is completed, we will train the entire office on the basics of Fireside CRM: how to search for and add people, navigating through, etc. The second set of training will be split up into DC and District staff for the Mail Room and Casework, respectively. This training will be very specific and go into the details of the system. We are available for as many follow up trainings or individual trainings after this migration is complete.


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