Charity Customer Relationship Manager

A small charity organisation based in Edinburgh city centre.

Requirements

One of our charity clients received a donation to spend on IT resources to help improve the day to day operations of the business. The client initially 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.

Solution

After some initial research with the client, we discovered a company called Salesforce who generously offered a free package specifically designed for registered charities. This allowed the client to replace some of their ageing 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 jointly meet the clients with more specific requirements.

Benefits to the business

  • The 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