Thursday, March 11, 2010
Using CRM

 

Client: VSC
Industry: Charity Sector
Application:  CRM 
Challenge: Improve management of their relationships with customers, suppliers and partners, standardise processes and help drive the sales process
Solution: SuperOffice CRM
Results:

- Improved customer interaction

- Standardised processes and greater efficiency

- Improved collaboration across sites

- Capture of key business information

- Improved sales process and visibility
 

 

 

 

 

 

 

 

 

 

 

 

 

VSC is a leader in the provision of services to help charities become more effective, efficient and economical. It does this through the provision of services and solutions to organisations throughout the UK. These services are divided into three broad areas:

  • Affordable Office space delivered through Charity Centres.
  • Leadership Training courses.
  • Support Services covering such areas as: Disaster Recovery, Merchant Services, Discount Software, Discount Hardware, Insurance, Disability Access Equipment and Training, Charity Commission Support.

Some of these services are provided through partner organisations.

The Challenge

VSC was growing quite rapidly in size and scope. One of the key operational challenges for the organisation was to provide an operational infrastructure that supported both the front-end sales activities for each of the new areas it had taken on so that the income stream could grow with the organisation, as well as enabling streamlined, efficient back-end administration processes. As an organisation that was promoting efficiency and effectiveness, VSC itself had to be a paragon of these virtues.

Linked to this was the need to have systems that could scale with the organisation and wouldn’t become bottle-necks as expansion took place. Effective management of information and processes is a core requirement for any organisation that wants to grow.

Finally, presenting a consistent corporate image to its clients and partners was an important factor for the organisation so it needed a solution that would support it in this.

The following key requirements were identified during the analysis process:

  • Sales and Marketing: Be able to create targeted mailshots and campaigns; Be able to generate and send out an email Newsletter; Support partners in their sales activities
  • New Membership Applications: Facilitate bringing new members online.
  • Existing Customer Management and Support: Target existing customers with potential requirements; Efficiently manage relationships with customers to meet their needs; Proactively support customers
  • Monthly Reporting: Support monthly reporting to Trustees on new members, sales contacts and activities; Provide reporting to partners on those interested in specific products or events
  • General Administrative Functions: Efficiently support the administrative functions of the organisation

A number of key objectives were identified in order for the solution to be a success:

  • Provide essential information about current and potential customers at a glance
  • Support rapid retrieval of key documents related to the organisation’s operations.
  • Provide a standard and consistent set of document templates for communication with customers and third parties.
  • Enable information to be retrieved in a targeted manner to support mailshots and reports.. 


The Solution

Coming soon...
 


The Results

Coming soon...


 

 

Links

  
 Case Study PDF

 

 

 

 

 

 

 

 

 

 

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