Nonprofit CRM Implementation Guide: Julep

Implementing a nonprofit CRM is often a time-consuming and costly process, with traditional systems taking three to six months to set up. Delays in data migration, lengthy onboarding, and hidden costs can slow down your fundraising efforts. Julep CRM changes the game with a 3-week implementation, getting your team up and running faster and at a lower cost.

Julep’s 3-Week CRM Implementation Timeline

Step 1: Preparation & Data Migration – Deduplicate and clean donor data, map integrations, and work with Julep’s team for seamless data transfer.
Step 2: System Setup & Customization – Configure workflows, import donor history, and train staff with Julep’s intuitive platform.
Step 3: Testing & Go-Live – Test donation forms, automation, and reporting, ensuring a smooth launch.

Tips for a Successful CRM Implementation

Clean and standardize data before migration.
Assign a project lead to oversee the process.
Train your team early to ensure smooth adoption.

Avoid common pitfalls like skipping data cleanup, failing to train staff, or overcomplicating workflows. Ready to upgrade? Schedule a demo today and experience Julep’s easy, fast implementation!