SageCRM.com Helps Big Brothers Big Sisters Of Greater Rochester Grow Volunteer Base And Manage Fundraising
Youth mentoring organization customizing SageCRM.com solution to further increase employee productivity and return value back to donors and volunteers
Scottsdale, Ariz. - November 30, 2006 - Sage Software today announced that Big Brothers Big Sisters of Greater Rochester, an affiliate of the national organization that helps children reach their potential through professionally supported one-to-one relationships, has implemented SageCRM.com to streamline its volunteer recruiting and fundraising processes. Since implementing SageCRM.com, Big Brothers Big Sisters has centralized more than 6,000 contact records into one database. The data organization and process enhancements have increased employees’ effectiveness for developing and managing relationships with new and current volunteers and donors.Prior to implementing SageCRM.com, Big Brothers Big Sisters had a dozen fractured lists of volunteers, event attendees and donors that needed to be reorganized to help the organization better manage these lists and improve its service to the children of Greater Rochester. The organization evaluated several options before choosing SageCRM.com for its easy customization capabilities, all-inclusive hosted services pricing and Web efficiencies.
“We found that most CRM solutions were not specialized enough for non-profits. However, with SageCRM.com, we were able to easily customize the solution to fit our workflow,” said Jeff Newland, director for Big Brothers Big Sisters of Greater Rochester. “Now, we manage all volunteer and donor outreach in SageCRM.com and are developing a way to calculate the total charitable impact of each relationship.”
Fifteen Big Brothers Big Sisters employees use SageCRM.com to create and manage their outreach plans for each prospective volunteer and donor, which include mailings and event invitations among other campaign activities. Tasks are automatically added to employees’ calendars to ensure that each prospect’s potential value to the organization is explored completely.
Big Brothers Big Sisters also uses the SageCRM.com customer service module to monitor and manage volunteer/child matches. The organization generates reports on a regular basis to see how many children are being served and what schools they attend. This data is critical for determining where the largest needs for additional volunteers and funds are.
Going forward, Big Brothers Big Sisters is implementing a customized SageCRM.com reporting tool that will present individual and overall impact data to all of its contributors. Volunteers will be given an outreach code that will be linked to their name in SageCRM.com. Big Brothers Big Sisters will tag all recruiting introductions and donations to their respective codes to generate impact statements for each volunteer.
“Big Brothers Big Sisters’ SageCRM.com implementation is a prime example of how non-profits can leverage the benefits of CRM in an affordable and easily managed format,” said Bill Hoffman, Sage CRM Solutions director of hosted services. “The combination of hosted services management and feature configuration capabilities has allowed the organization to enhance its internal processes and unify communication to its family of volunteers and donors.”
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