This project was designed to implement a customer relationship management system (CRM) that can be used by LGFB, and move from the current CRM system e-Tapestry, GAMs and Excel sheets which stores all their information related to Organisations, Contacts, Volunteers, Fundraising, Donations, etc. This entailed the setup and customisation of a single Salesforce instance.
The current systems did not provide LGFB the level of reporting they required and did not provide a 360-degree view of all the various contacts and organisations they have contact with. All departments maintained their own versions of data meaning there was a high possibility of duplication in data and a ‘single view’ was impossible. Also, many processes were extremely manual and time consuming, so automation was a key factor.