Sales playbook · The new Basic conversion

Fully live in 5 weeks

The Basic Conversion just leveled up. Every data type, every record — done in 5 weeks instead of 14+. Time to make Basic your default, not your fallback.

Time to live
5
weeks
Basic
vs.
Time to live
14
weeks
Standard

Lead with Basic and your customer is fundraising 9+ weeks sooner.

What's new

Basic isn't the lite version — it's the full conversion, delivered faster.

The Getting Started team rebuilt Basic from the ground up. It now migrates every data type Standard does, in a fraction of the time, with smarter tooling that didn't exist before.

Now included
All data types
Every field, every record. Nothing left behind.
New powerhouse feature
Intelligent auto-deduplication
Advanced deduplication using names, contact info, and more.
Customer stays in control
Data hygiene
Data cleanup options for custom fields, groups, funds, campaigns & appeals.
Lead with this

Basic

Customer-led data entry · Built-in automation
Timeline
5 weeks to live
Fast. Predictable. Fundraising sooner.
Work pattern
Quick effort upfront
Your customer focuses, gets it done, and moves on to fundraising.
How it works
Customer enters data into structured templates
New tooling handles intelligent auto-deduplication and data hygiene — with customer-configurable controls along the way.
When complexity calls for it

Standard

Team-led mapping · Deep CRM migration
Timeline
14 weeks to live
Longer runway. Heavier coordination.
Work pattern
Work spread over several months
Validation and review sessions stretch across the entire timeline.
How it works
Team Bloomerang does the data mapping
Customers still validate mapping decisions and review output along the way.

The work happens — but when?

Basic concentrates the effort. Standard spreads it out.

Basic
Done in 5 weeks
Standard
Spans 14 weeks of coordination, mapping, validation, and review
Weeks → 1234567891011121314

Every data type. 5 weeks.

The improved Basic Conversion migrates the same data types as Standard. Nothing gets left behind — it just gets there faster.

Constituents
Relationships
Custom fields
Groups
Transactions
Recurring schedules
Pledges & payments
Tributes
Soft credits
Refunds
Notes
Interactions
Tasks
Memberships*
*With Membership Module
The one true difference

Who does the mapping?

→ Basic

Your customer enters their data into structured Excel templates. Our automation tool handles parsing, dedupe, and cleanup.

→ Standard

Team Bloomerang does the mapping. Customers still validate decisions and review the output — there's no "we do it all" tier.

Three reasons to lead with Basic

Getting customers live faster isn't a consolation prize. It's the win.

01

Speed to value

Customers are fundraising in weeks, not months. That's the whole point.

02

Reduces complexity

Structured Excel templates reduce kickoff friction and keep timelines on track. No append databases needed.

03

The safety net

If true complexity surfaces on the data migration kickoff call, we can transition the customer to a Standard package later.