Solutions
To tackle these challenges, we implemented a comprehensive solution:
1. CRM Implementation:
We introduced a Customer Relationship Management (CRM) system tailored to the charity’s needs. This allowed for streamlined data entry and management.
2. Website Integration:
We integrated the CRM with the charity’s website so that when individuals expressed interest, their details were automatically captured in the system. They also received an automatic email outlining the next steps.
3. Improved Collaboration:
The CRM facilitated easier collaboration among team members, eliminating the reliance on memory and ensuring everyone had access to the same information.
4. Enhanced Group Session Management:
With a definitive list of participants, group sessions could be organized more efficiently. This improved safety measures and ensured appropriate safeguarding protocols were followed.
5. Streamlined Reporting:
The new system enabled the team to generate reports with just a couple of clicks, making it significantly easier to present data to potential funders.