We’re able to build a visible pipeline and be far more strategic in our approach to potential donors as well as our existing donor partners. It’s helping us improve how we communicate with our donors, how we select our donors, how we plan our campaigns. This whole project has given us the confidence to start a Regular Giving acquisition program. We know we’ve got the system behind us to be able to manage and maintain it ongoing. We can go out and grow.

We can link our marketing system together with the data. The phones ring, and we know who that is on the phone, and what their history and their case has been over time. We have a data diary so we know where we’re up to in our fundraising. With the Tableau CRM analytics package, we can drill into different parts of the business

We looked at different platforms and realised that Salesforce with the Natterbox plug-in did 90% of what we needed straight out of the box, with minimal requirements for customisation. It just WORKED and it was up and running in under six weeks, providing a depth of data and insights that will help us plan for the future of the service. What we’ve had delivered is exceptional. It has exceeded our expectations.