Case studies

Some Giveclarity clients

We work with charities, non-profits and social enterprises, from the smallest operations with only two or three personnel to huge, multi-national charities with offices and operations across the globe.

Many clients are happy to lend their name to our work while others are more shy about revealing their secrets!

Here’s a selection of the former.

Organisation:

Christian Blind Mission

Categories

Fundraising / Email marketing / Clarity Banking / GDPR

Christian Blind Mission

About Christian Blind Mission

CBM UK is part of the global CBM Federation, working in over 60 countries to transform the lives of people with disabilities, their families and communities.

The Challenge

In 2015, CBM UK launched a 4 year strategy. The 3 strategic goals were:

• People with disabilities will experience positive and lasting change;
• UK policy and practice will increasingly support sustainable change for people with disabilities;
• Our target audiences will grow and be increasingly engaged.

CBM needed a new CRM system that will help the team to achieve these goals.

Project Aims

  • CBM wished to have an integrated user-friendly supporter relationship database which will
    • provide CBM UK with a single source of accurate and consistent management information
    • support the Fundraising & Communications Department to maximise the potential of our donors
    • grow and improve our engagement with mid-and-top-level supporters
    • engage with our audience, with diverse offerings, channels and messages appropriate for each audience
    • increase income due to improved reach through better data insights
    • achieve significant efficiency through integration with other CBM systems and improved business processes
    • be used by all staff across the organisation for managing supporters and all their interactions

The Solution

Using Salesforce and the NPSP we delivered a solution to address the charity's needs around:

• A single accurate view of all supporters 

• Capture of accurate data, such as addresses

• Improved major donor management processes

• Integration with a new OCR system

• Improved integration with the existing website and online payment systems

• Improved marketing/segmentation/messaging capabilities

• Accurate Gift-Aid claim generation

• Reliable finance reconciliation, including adjustments

• Outlook integration

• A single source of accurate and consistent management information

• An adaptable/expandable platform for the future

 

 

 



Let's keep in touch

0845 456 3970

info@giveclarity.org

Giveclarity.org
Crown House,
72 Hammersmith Road,
London
W14 8TH

 

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