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.
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
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
