Cloud CRM Investment Strategy for Homeownership Counseling Organization

The Story

nonprofit homeownership counseling and support organization was looking towards the future of its technology capabilities. It sought a cloud-based client and case management system that could satisfy the complex reporting requirements of various funders (including government agencies) and accept complex data imports from affiliated thirdparty service partners. 

Build performed a highly focused assessment that mapped the enterprise cloud CRM landscape relative to the organization’s requirementsThe findings outlined the pros and cons of several major cloud CRM platforms and the 5-year total cost of ownership for each. The organization was confident that the findings contained a reliable set of information, and a navigable decision-making framework, on which to base future investment decisions. 

Services Provided

Systems Evaluated

  • A proprietary .NET/SQL Server data management solution 
  • Salesforce 
  • Microsoft Dynamics CRM 
  • Sugar CRM 
  • NetSuite CRM 
  • Oracle Sales Cloud 

Organizational Areas

  • Program Management 
  • Client Management 
  • Case Management 

For More Information

Contact us to learn more about how Build’s experience relates to your needs, whether you need a technology assessment and roadmap to determine your CRM platform needs for your homeownership counseling organization, or any of our other services.