University Center Migrates to CiviCRM
Heilbrunn Center for Graham and Dodd Investing
The Heilbrunn Center for Graham & Dodd Investing is a premier knowledge center for the practice and theory of investing. For further information, please visit our public site at grahamanddodd.com Building on Columbia Business School’s renowned history in value investing and finance, the center furthers new developments in investing and imparts the original principles of Security Analysis authors Benjamin Graham and David Dodd. The Heilbrunn Center was relying on an aging custom-built MS Access solution for CRM purposes. Literally thousands of dollars had been invested in this tool, yet it wasn't meeting the needs of the Center. After evaluating and implementing CiviCRM, the Center staff found that they had more functionality and a more robust, portable and dependable system, for literally a fraction of the cost. For the most part, the Center uses the standard constituent management functions plus event registrations.
Background
To provide a simple, cost-effective and feature-rich CRM.
Challenges
The Heilbrunn Center staff requested to keep a log of any changes to vital data fields for all contacts. To accomplish that, a custom Drupal was created.
Solution
CiviCRM's cost and feature-list made it the right choice.
Functionality
Event registrations, and limiting those to certain groups of constituents.
Hershel Robinson of CiviHosting
