We have implemented a CRM solution in cloud to the non-profit organization Diocesan Charity Brno what has unified data on donors, projects, volunteers and its activities into one system. Thanks to this, management has gained an overview of activities of individual regional units as well as the entire organization.
During 25 years of its existence, Diocesan Charity Brno has become the largest provider of social-healthcare services in South Moravia and in the Vysočina district. For administration of key data and activity management, they used Excel files and mutually unconnected applications, what proved to be insufficient, so the management decided for implementation of a central CRM system which would effectively manage fundraising activities.
The decision to implement a suitable CRM solution for our Diocesan Charity Brno emerged from the strategic fundraising plan of the organization. For a very long time, the management of Diocesan Charity Brno had been looking for a suitable tool, which would meet requirements not only on administration of contacts, user-friendliness but mainly on compatibility with other communication tools and technical disposition of the organization.
During the analysis, we had already seen, that we needed to follow different parameters in the process of selection the suitable CRM, mainly in terms of price. The final decision in favour of Microsoft Dynamics 365 was influenced by basic criteria and at the same time by the well-balanced price / performance ratio (Microsoft offers discounted licenses for charitable organizations).
Microsoft Dynamics 365 is a solution which meets our requirements and conditions the most with the possibility of future development of other communication areas.Barbora Skalníková, the manager of propagation and fundraising department
Thanks to the Microsoft Dynamics 365 platform, which has become interconnected with Microsoft Office 365, Diocesan Charity Brno has gained:
- interconnection of data in one system;
- recorded contact history and activities connected to donations;
- tracking of fundraising opportunities (from a lead, through an opportunity, to conclusion of a donation agreement);
- view on data in form of charts and dashboards;
- access to data from anywhere and any device;
- elimination of multiple manual data input.
Further CRM development can bring to the organization the possibilities to:
- manage marketing activities;
- use Word templates with automatically pre-filled data;
- integration of CRM with third party systems;
- implementation of other functionalities according to client´s requirements.
The project lasted 2 months and was managed by the agile methodology. As a communication tool between the customer and our company, the Microsoft Teams platform was used. After the successful deployment of the CRM system, we carried out a training for users as a preparation for using the new CRM.
More information about implementation of the CRM system for the non-profit organization Diocesan Charity Brno is available in the related case study.
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