Onboarding process

Seamless Onboarding at N3O: Personalised setup, expert guidance, and ongoing support to ensure your charity maximises our CRM’s potential.

Onboarding process

Onboarding is the overall process of migrating data from your previous system to our new Engage CRM. This typically includes the following activities:

Data assessment
Cleansing of data
Data validation
Data migration
System configuration
Website integration
Other integrations
Training

Currently the onboarding process is done by our in-house team, though we hope to also utilise specialist partners in the future.

In cases where there is no data to import, then the onboarding process is much smoother and cost effective as it primarily entails system configuration and integrations.

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We believe strong systems build strong charities. That's why our tailored technology helps charities realise their full potential.