CiviCRM's email campaign features received a A for usability in NTEN's 2011 Nonprofit Data Eco-System report.
14 Broughton Road EalingW13 8QW London
Seamless Relocation was struggling to keep track of its current and past clients, prospects and resources using Excel spreadsheets, particularly when staff were out of the office, so a more scalable and robust solution was needed and CiviCRM with CiviCase met this requirement well.
With this solution, the staff were able to check and update records of clients, and their status, enter new addresses when they had been relocated, from wherever they were, yet still able to analyse the data in Excel to draw up statistics, etc.
To make it easier to track prospects and clients in a consistent way.
Finding an effective way to present and access the data. The solution here was a custom report which lists the database with most recent entries at the top, which the staff found to be an intuitive view of the database, as easy to understand and navigate as the Excel system it replaced.
CiviCRM was chosen because of its versatility and cost. No other CRMs were evaluated.
One consultant from QualityTime Services.
Ease of use.
Apart from some custom fields and the use of CiviCase, there was a custom report to be developed.
Server space was bought from a UK-based third party provider, which also handles the e-mail, backups, etc.
Some techniques were devised in writing the custom report, which have been fed back to the community.