A small charity organisation based in Edinburgh city centre.
One of our charity clients received a donation to spend on IT resources to help improve the day to day operations of ths business. The client originally wanted to develop a bespoke database to improve the handling of donations, support groups, the running of charity campaigns, and the organisation of their staff.
After some initial research with the client we discovered a company called Salesforce who generously oftered a free package specifically designed for registered charities. This allowed the client to replace some of their aging computers and provide laptops for staff who work out of the office.
Dunedin IT was tasked with providing on site training, importing records from old systems, and customisation of the Salesforce database to closely meet the clients more specific requirements.
Benefits to the business
- Client saved money by not developing a bespoke system and using an existing and proven off the shelf product
- We saved the client time by effectively migrating records from various databases, documents and spreadsheets into the new database
- From our experience we helped the client to avoid many of the pitfalls of deploying customer relationship managers (CRM)
- The cloud based CRM allowed staff to work remotely and required minimal IT administration