Age Concern Northern Ireland is the only regional age organisation governed by Northern Ireland Trustees who seek to represent the interests of older people. For over 30 years they have been providing essential support services to older people including day and domiciliary care, advice & information services, community development and health promotion programmes, and the provision of an effective lobbying voice on behalf of older people. |
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In order to keep up with donations and different charitable contributors, the Age Concern team decided to commission a CRM system.
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- Industry: Charity
- No of staff: 40
- Accounting System: Opera II
- No Previous CRM System
“We have the ability to track our marketing spend
and the opportunities that arise from our
campaigns, ensuring we become more targeted in
future approaches. The solution has worked so
well, that we are embarking on phase two of the
project for our Policy & Community Services
division who have similar requirements ''
Liz Fryers, Director of Finance & Personnel, Age Concern Northern Ireland
Xperience implemented a solution that has brought real business benefits to the Income Generation team at Age Concern. They now have a database on which to monitor all of their interactions with their key contacts.
Through Xperience implementing the PropectSoft CRM system the following results were achieved.
- The team now have one central source to track interactions with the key people in their network.
- They can create quotations for donations that are received.
- Documentation can be stored centrally under the relevant person in the database ensuring the whole team have access to important documents.
- They have been able to profile the different types of members and patrons to the charity.
- Internal processes are now smoother, giving a more professional feel to the organisation.
- With the help of Campaign Manager, they have become more targeted in their approach to marketing and can create mail merges to their target audience quickly and easily.
