Foundation Trust Network
June 14, 2017
John O’Brien
Director of Operations at FTN Button (#)
FTN relied on a CRM system, Iris Integra – however, the system was not fully meeting its requirements. Hart Square undertook a phased approach to the project, starting with the gathering of requirements and eventually shortlisting alternative CRM systems. They facilitated meetings between FTN’s internal project team and the suppliers. FTN eventually selected Microsoft Dynamics CRM.
Key benefits
- Enabled smooth transition from Integra to MS Dynamics CRM
- Underpinned CRM and other systems via the sourcing of a new IT provider
- Migrated data and integrated with other systems
- Ensured staff were trained on the new system to meet the needs of membership organisations.