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Diocesan Charity Brno

Diocesan Charity Brno Has Gained a Tool for Management of Fundraising Activities

Applied solutions
CRM Solutions

Introduction of the Customer

Diocesan Charity Brno operates mainly in the area of social and health care, domestic as well as foreign humanitarian aid and promotion of fundamental human rights and freedoms. It´s a non-profit organization helping more than 55 000 people in need yearly, mostly in the regions of South Moravia and Vysočina.

“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 its requirements on administration of contacts, user-friendliness but mainly on compatibility with other communication tools and technical dispositions 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 also 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, Diocesan Charity Brno

How we Helped the Customer?

We have implemented a solution on the Microsoft Dynamics 365 platform to Diocesan Charity Brno and interconnected it with already implemented Microsoft Office 365. CRM solution in cloud 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. The CRM solution has provided Diocesan Charity Brno with the following benefits:

  • The centralized system for administration of organizational data.
  • The possibility to track fundraising process (from a lead, through an opportunity, to conclusion of donation agreement).
  • Records on contact history as well as history of activities related to donations.
  • View on data in form of dashboards and charts.
  • The solution in cloud offers secured access to data from anywhere using any device.
  • The possibility of future use of Word templates with automatically pre-filled data.
  • Potential to manage marketing campaigns with the possibility of planning and creation of marketing actions.
  • The system is ready for integration with third parties´ systems and its own further development.

Important Facts

The project was managed by the agile methodology
CRM solution together with Microsoft Office 365
The project was delivered within 2 months

Case Study Available to Download

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