![]() ![]() ![]() Beacon's Customer Success Team held multiple workshops with everyone involved to figure out the best way to meet each department’s needs, to cover best practices, and to get the migration right first time. Beacon and Embrace worked together to identify the scope of the project. You will often encounter resistance to changing or updating existing systems. One of the challenges of such a project - particularly with CRM – is getting buy in from the members of the organisation. We were chuffed to get the project live in just three months from signing up with Beacon. They needed a CRM that could provide tools to engage their supporters, handle complex finance management, and integrate with other software, such as Xero. They decided to tackle the large-scale modernisation programme required to replace their CRM and finance software. ![]() Alongside all the hours required for that day-to-day data management, Embrace also employed a full-time database manager to keep it all running. This inevitably caused a lot of duplication of data, especially for their finance department. That all added up to systems that didn't talk to each other and a lot of manual processes to make it all work. Over the years, it had acquired additional spreadsheets and other addons to meet their growing needs. They provide grants and funding to more than 50 different partner organisations that operate in countries throughout the Middle East.Įmbrace had been operating on a legacy database. Embrace is a UK-based Christian charity in operation since 1854. ![]()
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