Case Study: Automated CRM for Fundraising Development and Grants

Automated CRM for Fundraising Development and Grants

Industry – Healthcare/Provider/Nonprofit

The largest integrated, not-for-profit group practice in the world. Physicians and scientists from every medical specialty work in collaborative teams to advance discovery and translational research on behalf of patients. Client is a single institution located at three main campuses and over 70 smaller hospitals, laboratories and other facilities. Client’s unique, team-based approach to science is supported by world class resources, core facilities, and computing and other infrastructure. Automated CRM for Fundraising Development and Grants.

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Implemented – Automated CRM for Fundraising Development and Grants

Blackbaud Enterprise CRM

The Problem:

Client needed to enhance their fundraising and development processes by leveraging automation and templates to reduce manual effort and time and to build stronger and more productive relationships.
Donor outreach and tracking became difficult to manage
Client selected Blackbaud Enterprise CRM to support their fund raising and relationship management.

The Solution:

Tectonic assisted client with the implementation of Blackbaud Enterprise CRM. Configured the data model to support accounts/contacts, alumni and donors. Developed Giving Management for processing, matching gifts and acknowledgement
After the successful implementation, Tectonic provided Blackbaud Managed Services support providing Admin, Troubleshoot/Fix, Enhancement, Testing, and Training services.

The Results:

Easy to use, accessible solution on Blackbaud CRM
Improved, centralized constituent management processes and productivity
Increased donor engagement due to automated processes for gift processing and accessibility
Better visibility around Donor relations and communications

Ready to explore a Salesforce implementation with Blackbaud for your nonproift? Contact Tectonic today.