Updating Alumni Data During CRM Migrations

When your institution makes the decision to switch to a new Customer Relationship Management (CRM) system, it’s a major step toward improving data management and operational efficiency. While CRM conversions offer long-term benefits, they are rarely quick or seamless. Many transitions span months, sometimes multiple years, often leaving departments without access to reliable, up-to-date alumni and parent information.

During this time, data teams are focused on migration efforts, making it challenging for advancement, alumni relations, and development teams to continue their work with updated data effectively. That’s why keeping your alumni and parent data current, even during a CRM conversion, is not just helpful, it’s essential.

1. Why Schools Pause and Why They Shouldn’t

We often hear from schools that they want to delay data updates until their CRM transition is complete. But waiting can come at a cost.

Here’s what happens when institutions stop updating data during a conversion:

• Teams miss critical windows for engagement and stewardship.

• Fundraising and event planning efforts stall due to outdated contact information.

• Career services lack the current employment data needed for student and alumni outcomes.

• When the conversion ends, the institution still faces a backlog of outdated records.

2. How LiveAlumni Supports You During CRM Migration

LiveAlumni provides your institution with a streamlined solution for keeping alumni and parent data accurate and accessible without placing additional strain on your internal team. Our platform remains fully active during your conversion process, giving unlimited users secure access to continuously updated alumni employment and contact information.

This means:

• No delays in donor outreach or event planning.

• A steady stream of current data, even while your internal CRM is in flux.

• Updated records are ready to import once your new system goes live.

• No disruption to your engagement efforts.

  
  

The Benefits of Capturing Data Now

1. Maintain Momentum with Fresh Data

Accurate, timely data helps your teams:

• Identify potential donors and update giving profiles.

• Engage alumni through targeted communication.

• Track employment trends to support mentoring and career services.

• Personalize outreach for events, campaigns, and stewardship.

2. Prevent Data Gaps and Loss

Conversions can bring delays, errors, or incomplete transfers. Keeping a consistent stream of updated information through LiveAlumni prevents:

• Data stagnation during long conversion periods.

• Gaps in communication caused by outdated contact details.

Plan Smarter, Not Harder During CRM Migration

CRM conversions are a necessary evolution for growing institutions, but they don’t need to derail daily operations or compromise alumni engagement. LiveAlumni provides a safety net that helps institutions stay connected, productive, and proactive throughout the entire process.

By the time your new CRM is up and running, you’ll already have a clean, updated set of alumni data ready to integrate, making your final import smooth and stress-free.

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Learn More

If you have any questions on how to maximize your data during a CRM conversion, contact us, and a member of our support team will reach out to you soon.

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