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Virtuous and Rooted Software Achieve 100 Successful Customer Migrations

Leveraging the right tools and technologies for nonprofit organizations can be the difference between thriving and merely surviving. At Virtuous, we understand that the journey to operational excellence often involves intricate transitions and significant technological upgrades. That’s why we are thrilled to announce a monumental achievement: Rooted Software, one of our most trusted partners, has successfully completed its 100th customer migration to Virtuous CRM!

This milestone not only signifies the proficiency and dedication of Rooted Software but also underscores the immense value of strategic partnerships in the nonprofit sector.

The Importance of Nonprofit CRM

Nonprofit CRM systems are the backbone of modern nonprofit operations. They streamline donor management, enhance fundraising efforts, and improve overall organizational efficiency. Virtuous CRM, with its tailored features for nonprofits, empowers organizations to nurture relationships, track engagement, and drive impact. However, the transition to a new CRM system can be daunting. Data migration, system integration, and user training are complex tasks that require expertise and meticulous planning. This is where Rooted Software excels.

Rooted Software: A Trusted Partner

Rooted Software has been an instrumental partner in ensuring seamless transitions for nonprofits moving to Virtuous CRM. Their 100th successful migration is a testament to their unwavering commitment to excellence and their deep understanding of the nonprofit sector.

Toby Weiss, CEO of Rooted Software, reflects on this achievement:

“We are incredibly proud to have reached this milestone with Virtuous. Each migration represents a unique journey and an opportunity to empower organizations with the tools they need to maximize their impact. Our team is dedicated to ensuring that every transition is smooth and that each nonprofit can fully leverage the capabilities of Virtuous CRM.”

Why Partnering Matters

The significance of partnering with experts like Rooted Software cannot be overstated. Nonprofits often operate with limited resources and face unique challenges that differ from those of for-profit entities. Here’s why using a partner for your nonprofit CRM migration is critical:

1. Expertise and Experience

Rooted Software brings a wealth of experience to the table. Their team has encountered and resolved a myriad of issues, from data discrepancies to integration challenges. Their expertise ensures that potential pitfalls are anticipated and addressed proactively, reducing the risk of disruption to the organization’s operations.

As Andy Stout, Director of Development at Josiah White’s, shares:

“Our experience with the Rooted team was great! Everyone was in lockstep, and they made sure that we were able to meet our go-live deadline.”

2. Customized Solutions

Every nonprofit is unique, with distinct processes, goals, and challenges. Rooted Software’s approach is highly personalized, ensuring that the CRM system is configured to meet each organization’s specific needs. This customization is crucial for maximizing the CRM’s effectiveness and ensuring that it truly supports the organization’s mission.

3. Training and Support

A successful migration is not just about moving data; it’s also about ensuring that the staff can use the new system effectively. Rooted Software provides comprehensive training and ongoing support, empowering nonprofit teams to harness the full potential of Virtuous CRM. This hands-on approach builds confidence and competence, which are essential for long-term success.

4. Efficiency and Peace of Mind

Migrating to a new CRM can be time-consuming and stressful. By partnering with experts like Rooted Software, nonprofits can ensure that the process is handled efficiently and correctly the first time. This peace of mind allows organizations to focus on their core activities, knowing that their CRM transition is in capable hands.

Celebrating Success and Looking Ahead

The 100th successful migration is not just a milestone for Rooted Software—it is a celebration of the collective success of all the organizations that have made the transition to Virtuous. Each migration represents a nonprofit that is now better equipped to engage with donors, manage campaigns, and, ultimately, further its mission.

Mallory Greer, Director of Partnerships at Virtuous, shares her thoughts on this achievement:

“We are incredibly proud of our partnership with Rooted Software. Their dedication to excellence and their deep understanding of the nonprofit sector have been instrumental in helping our clients succeed. Reaching one hundred migrations is a significant milestone, and we look forward to continuing this journey together, helping more organizations thrive.”

The Future of Nonprofit CRM

As we celebrate this achievement, we remain committed to innovation and excellence. The landscape of nonprofit technology is ever-evolving, and we are dedicated to staying at the forefront, ensuring that our clients have access to the best tools and support available. Our partnership with Rooted Software is a cornerstone of this commitment, and we are excited about the future possibilities.

In conclusion, the 100th migration performed by Rooted Software is a significant achievement that highlights the critical role of expert partners in the success of nonprofit organizations. By leveraging the experience, customization, training, and support offered by Rooted Software, nonprofits can navigate the complexities of CRM migration with confidence and ease. Here’s to celebrating this milestone and to many more successful migrations in the future. Together, we are making a difference, one migration at a time.

This celebration is not just about numbers—it’s about the lives impacted, the missions furthered, and the communities strengthened through the power of effective technology and partnership. Congratulations to Rooted Software, and a heartfelt thank you to all the nonprofits who have trusted us with their journeys. Here’s to the next 100!

What you should do now

Below are three ways we can help you begin your journey to building more personalized fundraising with responsive technology.

See the Virtuous platform in action.  Schedule a call with our team for personalized answers and expert advice on transforming your nonprofit with donor management software.

Download our free Responsive Maturity Model and learn the 5 steps to more personalized donor experiences.

If you know another nonprofit pro who’d enjoy reading this page, share it with them via Email, Linkedin, Twitter, or Facebook.

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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.”
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Todd Shinabarger
Chief Information Officer