Beacon CRM data migration
Prepare, map and validate your charity data before and during a move to Beacon.
Explore this serviceBeacon CRM consultancy and implementation for charities
MakeITaplan helps UK charities plan and implement Beacon CRM, prepare and migrate their data, and train the people who will use the system.
- Who we help
- UK charities moving to Beacon or improving how they use it
- Project support
- Planning, data preparation, implementation and user training
- Partner status
- Certified Beacon CRM service partner
A Beacon implementation shaped around your charity
A CRM implementation is not just a software setup. It affects how fundraising, finance, services and operations teams collect information and work together. We begin by understanding what your organisation needs from Beacon, who will use it and what must be ready for launch.
- Map goals, teams, workflows and priorities before configuration
- Agree project responsibilities, decisions and a realistic delivery plan
- Prepare existing records and agree data mapping before import
- Give users practical, role-relevant training before and after go-live
Data migration is part of the implementation
Moving to Beacon is an opportunity to review the quality and usefulness of the information you already hold. We help charities assess source data, identify questions that need decisions, map records to the agreed Beacon setup and validate the result. The exact work depends on your source system, data condition and project scope.
In our clients’ words
Partnerships people recommend.
MakeITaplan: the antidote to CRM trauma
★★★★★
“Working with Gemma and Noah on our Beacon implementation was a wonderful experience. After a difficult time with our previous CRM, we were nervous, but they guided us thoroughly, led the data migration and built training into it, so we were learning from day one. They were friendly, responsive to our endless questions (sorry!), and considered the needs of our fundraising, finance and programmes teams. Our team now uses Beacon frequently and confidently. I could not recommend them more highly!”
Couldn't have done it without you both
★★★★★
“Had a great experience, from start to finish, working with Gemma and Sarah on the implementation of our Beacon CRM. Nothing was too much trouble and they were super very friendly and approachable. Would highly recommend! Thank you both.”
Training that supports adoption
Your team needs more than a login and a list of features. We can tailor training to user roles and the tasks people need to complete, from finding and updating records to using reports, forms and fundraising processes.
Certified Beacon CRM partner with charity experience
MakeITaplan is a certified Beacon CRM partner based in West Sussex. The team brings around 30 years of combined charity-software experience. Beacon’s public partner directory shows a 5.0 rating from 21 reviews at the time these testimonials were last refreshed; see the linked profile for the current rating and reviews.
Beacon CRM questions, answered
What does a Beacon CRM implementation involve?
A charity CRM implementation usually includes understanding requirements, agreeing workflows and configuration, preparing and mapping data, testing imports, training users and planning go-live. The exact stages depend on your current systems and the scope you agree.
Can MakeITaplan help us move from another charity CRM to Beacon?
Yes. MakeITaplan can help assess your source data, plan mapping and cleansing, coordinate migration work and validate the imported information. The approach depends on the system, available exports and the condition of your data.
How long does a Beacon implementation take?
There is no single timeline for every charity. Timing depends on project scope, data quality, integrations, internal decisions and staff availability. We can discuss these factors and help you build a realistic plan before work begins.
Does MakeITaplan provide Beacon CRM training?
Yes. Training can be shaped around user roles and the workflows your team needs to carry out. Topics may include records, filters, exports, dashboards, forms, Gift Aid and events, depending on your Beacon setup and agreed training plan.
Ready when you are
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