The Health Foundation
May 3, 2017
Strategic IT assessment
The Health Foundation
Customer Relationship Management (CRM)
Julian Coleman
CRM Manager at The Health Foundation Button (#)
The Foundation invested in the Microsoft Dynamics CRM and engaged Hart Square to undertake a detailed scoping exercise to maximise its use. Key areas of focus included the management of contacts, suppliers, events and grants, as well as communication team initiatives and planned integration with a new website.
Key benefits
- Instant, Foundation-wide access to centrally-stored knowledge on contacts, their relationships and other intelligence
- Tracking of contacts with complex, multiple relationships, with all intelligence relating to an individual contact in one place
- Duplicate data records routinely identified and flagged for investigation
- Streamlined business processes (e.g. events management, grant application and assessments)
- Integration with Microsoft Outlook to enable ‘one-click’ tracking of email correspondence against the relevant CRM contact record
- Increased confidence in organisational intelligence to enable The Health Foundation to increase network coverage and act on arising opportunities.