Project Aims
- To create a centrally managed, organisation-wide resource for the storing and sharing of contacts and the knowledge/learnings associated with them
- Remove departmental/country “silos” of data
- Ensure coordinated, clear communications with contacts
As Compassion expands into Europe and beyond, each country requires a system to support their work and enable them to widen their function into areas such as fundraising when they are in a position to do so. Compassion HQ needs to be in a position to support these offices whilst retaining control and ownership of all data.
As a campaigning charity, it is vital that all contact with external stakeholders is co-ordinated to maximise impact and ensure Compassion achieves its strategic aims.
Compassion had a mix of contact management systems in place (e.g. Raisers Edge, Access, Salesforce, Excel and Outlook). Online advocacy and email tool, Engaging Networks, is used by the UK, France, Netherlands, Poland and Italy offices to engage with supporters online and easy integration of this data into Salesforce was key.
The Fundraising team was looking to ‘personalise’ rather than just segment data and to Value someone’s engagement with Compassion based on non-financial criteria as well as RFV. A good measure was the time taken to co-ordinate cross-department communication with contacts (e.g. sending Christmas cards!) and needed to be a much simpler and less time consuming process.
A key part of the system was integrating Salesforce with Engaging Networks (used for campaigning activity). Why was this so important?
- It allows CiWF to provide an online advocacy system for each office, which is centrally managed
- It provides an excellent platform for advocacy work
- All online fundraising in overseas offices is done via Engaging Networks