Hey there 👋
Welcome to our step-by-step, DIY guide on implementing Beacon.
Whether you are transitioning from a previous database or migrating data from spreadsheets, we understand the journey is both exciting as well as possibly daunting!
This guide is designed to help you navigate the transition smoothly. We will walk you through the entire process; from setting up your CRM to importing your data, ensuring that you can get the very best out of Beacon.
What can you expect?
Guidance from experts: This guide, put together by our experienced team, provides practical tips and best practices for implementing Beacon.
Step-by-step instructions: We break down the process into manageable steps, guiding you through each stage from setup to data import and beyond.
Links to in-depth resources: We link to relevant articles in our comprehensive documentation, and our online learning platform 'Lighthouse', for a more detailed understanding.
A clear path: This guide presents a logical sequence of steps, providing a clear path to follow. However, Beacon's flexibility means you can adapt these steps to suit your organisation's unique needs.
Remember, you shouldn't fit the clothes, the clothes should fit you; there's no one-size-fits-all CRM. So let's get started on this exciting journey to transform how your
charity works, or jump to a section below if you've started already!
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