Get up and running with Momentum!
Onboarding Overview
Once your sales paperwork has been completed you will be introduced to your dedicated implementation manager, who will guide you through the onboarding process and beyond.
The onboarding journey can be split into three parts
- Solution Architecture, includes the intake survey, data survey, kickoff call, and data mapping call (as needed)
- Systems Integration, includes the CRM sync and data display review/approval, and email syncing for all users
- User Onboarding, includes individual user interviews and intake forms, as well as setup and training
1. Complete Intake Survey
Help us better understand your fundraising team structure and goals by answering a few questions in our new customer intake survey.
We ask that the intake survey be completed at least 48 hours before your kickoff call.
This survey should be completed by a team leader, manager, or admin--anyone who can speak to the goals, challenges, and strengths of your fundraising team.
2. Complete Data Survey
Help us understand your CRM architecture to ensure a seamless sync with Momentum.
We also ask that the data survey be completed at least 48 hours before your kickoff call.
This survey should be completed by someone with deep knowledge of your data architecture and CRM. Ideally someone with admin level permissions in the CRM.
3. Book Onboarding Kickoff Call
After you've completed your intake survey and data survey, please schedule an hour-long call to say Goodbye to your Momentum sales lead and Hello to your new implementation manager.
Your kickoff call attendees should include your implementation manager (or anyone overseeing Momentum implementation), someone familiar with your data architecture, and your first user(s).
4. Link CRM
Connect your CRM to Momentum to ensure seamless data integration and management.
This must be completed by a user with the necessary permissions to connect your CRM with a third-party application like Momentum.
5. Submit New User Setup Form
Each user needs to complete our New User Setup form in order to configure your new account(s). We cannot train users until we have completed configuration and testing.
Submit your New User Setup form ->
Please be prepared to submit writing samples, email signature, and portfolio segments and planned touchpoints.
6. Link Email for All Users
Connect the Outlook or Gmail account for all users to ensure unified communication. This only requires all users to log into Momentum once.
Visit Momentum and log into your work email ->
Learn more about our integrations here:
This typically requires a security review, often by central IT.
Please visit Momentum's Trust Center for more information.
7. Complete Adoption Workshop
Schedule a 1-hour call between your Momentum users and your implementation manager to conduct a comprehensive adoption session.