So you want to move to ShulCloud? We can help!
We support in entire ShulCloud transition process, from data transfer from your existing database, to extensive training and coaching sessions, to finally launching to your congregants. We specialize in breaking things down into small, manageable steps and walking your synagogue through the entire transition process.
What does the transition process look like?
General overview of the process. Depending on your needs and timing the transition process can be customized.
Cleanup and prepare data in existing database for initial export to ShulCloud
Introduce staff to ShulCloud and show the basics of how the software works.
In-depth trainings on different sections of ShulCloud including, CRM, Financial, Yahrzeits, Website, Forms, Emails and Reports.
Assistance in integrating your payment processing system and bank accounts into ShulCloud.
School Enrollment and Member Renewals
Have school enrollment or membership renewals coming up? We can prioritize these areas and make sure you are ready to go on day 1 of launch.
Prepare your staff for launch and teach them how to best support your congregants. Real Time Strategy monitors the launch of ShulCloud to your community and helps to solve any initial issues.