CRM transitions often put innovation on hold. Teams hesitate to implement new technology while migrating systems, concerned about timing, data migration, and system learning curves. But waiting means leaving donor engagement and fundraising capacity on the table during critical months—or even years—of transition.

This FAQ addresses the most common concerns about implementing a Virtual Engagement Officer during CRM transitions. Learn how Version2.ai's flat file exchange gives you complete control during migration, why onboarding takes just 3-4 weeks, and how VEOs work independently of your CRM system so donor engagement never has to pause.