Implementations and Migrations

Harness the power of Raiser's Edge NXT with end-to-end implementation and migration services.

Migration Assistance: Seamless migration from CRM systems such as eTapestry, Donor Perfect, Prodon, and more.

Data Export: Comprehensive export of constituents, gifts, pledges, payments, and emails.

System Configuration: Optimal configuration and administration for enhanced functionalities.

Gift Structure Setup: Effective management of campaigns, funds, and appeals.

Data Conversion: Ensuring data integrity and consistency post-migration.

Prospect Management: Efficient tools for Major Giving and pipeline management.

Event Management Tools: From conceptualization to execution.

Integration with GL: Hassle-free posting to General Ledgers.

Policy & Procedure Formation: Aligning with best practices for smooth operations.

Reporting & Documentation: Data-driven insights and robust documentation for transparency and compliance.

Optimizations

Maximize the impact of your Raiser's Edge NXT with expert optimization services.

Data Clean-Up: Ensuring your constituent data is accurate and up-to-date.

Gift Structure Refinement: Optimizing campaigns, funds, appeals, and restructuring historical gift records.

Major Giving Strategy: Defining strategic objectives, KPIs for executives, managers, and gift officers, and adopting the latest development methodologies.

Data Structuring: Setting up new classifications, statuses, opportunities, and actions for prospects.

Events Module Overhaul:

Create and manage events.
Design event registration forms.
Manage participants, mark attendance, set pricing, and accept payments.
Track and filter participants with custom attributes.

Reporting Enhancements: Understand your donor data with a redesigned Raiser's Edge NXT dashboard.

User Training

Empower your team with tailored user training for Raiser's Edge NXT.

Tailored Approach: eSimpleIT believes in custom solutions. We do not offer generic system training but provide live, instructor-led sessions tailored to your unique use-cases.

Real-time Training: We train your team on your configured system, ensuring they learn how your organization’s system functions and how to maximize its potential.