Rooted Software leads the way as a premium implementation partner of Virtuous Software. We believe Virtuous offers one of the best nonprofit CRM solutions for donor development, marketing, event planning, and volunteer management in one consolidated, dynamic platform. Its powerful yet user-friendly interface will allow your team to focus on your organization’s mission and supporter relationships.
As a premium Virtuous partner, Rooted Software is committed to serving Virtuous clients with fidelity, compassion, and drive. Our team’s wide-range of experience within the Virtuous environment allows us to provide many services beyond implementation, including post-live support, business process consultation, and training—all catered specifically to your organization in order to help your team maximize your use of Virtuous.
Here's how we assist both new and existing clients of Virtuous CRM:
-
Virtuous Implementation Packages
Implementation is the beginning of your organization’s Virtuous story. This crucial process requires careful collaboration between your stakeholders and our implementation team. We will prepare and migrate your data from your legacy CRM or donor database to Virtuous. This process involves several steps including: detailed, custom field mapping, quality assurance testing within test environments, and, finally, going-live within Virtuous. Our specialized and experienced technicians will work with your team in other details such as data hygiene, duplicate improvement and, of course, careful scheduling of each step in the process. We can also provide customized training and business process consulting.
-
Post Launch Success Packages
Transitioning to Virtuous from your legacy CRM or donor database requires a true investment of time and resources. Rooted Software offers custom post-live success packages to ensure your team’s go-live experience is effective and efficient. We want to leverage our partnership with you and your organization to best understand how you can use Virtuous and how Virtuous can help you. These packages are completely tailored to your team’s needs and include assistance with data hygiene, business processes, and building and using reports, automations, queries, integrations, and more. Our team’s decades of collective experience in the non-profit sector makes us uniquely equipped to understand and evaluate your existing needs and processes and make recommendations for the best ways for your organization to utilize Virtuous.
-
Custom Integrations
Virtuous offers a variety of options for integrating your CRM with other vital tools and systems your organization may be using. Whether it's using an OOTB connector, a third-party platform (such as Zapier or Microsoft Power Automate) or the Virtuous API. These connections allow for a seamless user experience between the CRM and your organization’s preferred fundraising, accounting, communications, or marketing platforms. Rooted Software’s team of experienced developers can help your organization implement and use these existing integration options or design and build custom integrations for your organization’s specific needs. In the past, our team has worked alongside organizations to develop online fundraising integrations using API, a custom marketing integration with WhatsApp, and more.
-
DonorSync Services
DonorSync is a tool that streamlines your Virtuous to Blackbaud Financial Edge NXT Sync.
Are you exhausted by the laborious and error-prone task of manually syncing donations between Virtuous CRM and Blackbaud Financial Edge NXT? Bid farewell to painstaking data entry for your team and welcome efficiency and precision with DonorSync!
