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Description
Aims of the project are the reconstruction of the current CRM system Salesforce, the modernization of the donor database and all other contacts of the TŘI organization, z.ú. and the automatization of administrative processes, for example input of new contacts into the database, pairing with donations coming to the collection and operating accounts of the organization, issuing donation confirmations, etc. We intend to reduce administrative burden and error rate caused when evaluating campaigns and sending donation certificates through the implementation of new technological solutions by modernization and synchronization of current CRM system with other online tools which we use.
Summary of project results
The impact of implementing a new CRM system in our organization can be best evaluated by both us and other stakeholders (donors and supporters of the organization) at
the beginning of the next year when we issue donation receipts for tax purposes to our donors. At this moment, the process of cleaning up and refining the database and
donation history is still underway. Up until now, this had been done manually by one of our employees or with the help of a temporary staff, and the entry of donation-related
information into the system had previously been done manually. With the ongoing trend of increasing contacts and the volume of donations, the situation is unsustainable.
We are already convinced that the relief experienced by this employee will be enormous, and the associated costs of processing contacts and donations will significantly decrease.
The saved capacity can then be effectively used on other projects. This is a lasting change that can be further developed based on new technological insights.
The new "self-service" CRM system will also be more user-friendly and faster for external users. The previous manual data processing was very time-consuming. By automating
processes, we achieve a greater and more accurate overview in a short time, facilitating planning and evaluating the current status across different departments within
the organization.