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.
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.
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