CRM and Database Professional Consultancy Services for Charities

An introduction to our CRM and Database professional services

CRM or Customer Relationship Management helps organisations understand as well as anticipate, the needs of current and potential customers. When working in the charity and not for profit sector the word customer tends to refer to the following types of people and organisations:

• Donors;
• Members;
• Clients;
• Supporters; and
• Beneficiaries.

The Benefits of CRM

• Increased organisational performance and service delivery through knowing what your customers want;
• Better acquisition of new customers based on new or improved services;
• Identifying customer needs more effectively by understanding specific customer requirements;
• Better timing of customer contact through the use of historic trend reporting; and
• Better relations with existing customers.

Leading to…

• Effective targeted marketing communications aimed specifically at customer needs;
• Enhanced customer satisfaction and retention ensuring that your good reputation continues to grow; and
• Increased value from your customers and reduced costs associated with supporting and servicing them, increasing your overall organisational efficiency.

CTT CRM and Database professional services for Charities

Our professional services support all aspects of the selection and deployment of a CRM system matched precisely against your organisations needs and desires. Our engagement process is based on a framework developed through direct experience with charity clients.

Our consultants will take you through a simple, step by step process including:

• Requirements Analysis – understanding the needs of your organisation in order to select the right CRM package for you;
• Current Systems Analysis – highlighting which elements of your current systems are underperforming;
• Vendor Selection – a totally bias-free approach resulting in the recommendation of a variety of solutions which respond to your organisation’s needs, so you can make an informed choice;
• CRM System Implementation – Ensuring that the desired solution is properly implemented within your organisation; and
• Support – Identifying and responding to the training and support needs best suited to your organisation, ensuring you make the most of your new CRM solution, and realize the benefits of a customer-centric approach.

Next Steps

To find out more about how your organisation can benefit from CTT's support and to arrange a no obligation Requirements Analysis workshop, contact crm@ctt.org

Want to know more about CTT’s CRM and Database Professional Consultancy Services?

Read more about how a charity has used CTT’s CRM and Database Professional Consultancy Services…