CRM Roadmap for a Leading Global Foundation

The Story

A high-profile foundation with a global reach—primarily focused on energy and climate, global health, and women and population—had constituent information spread across multiple CRM systems, which were poorly integrated with marketing and financial systems. They needed a strategic approach—a CRM roadmap—to developing a cohesive, well-integrated set of technologies that would really work for the organization.

After performing an assessment, Build identified for the client the key cultural and operational challenges that would need to be first addressed in order to maximize return on CRM investment, develop a complete view of constituent activity that would help drive engagement, create opportunities to strengthen and grow relationships, and improve the operational efficiency of multiple departments.

In Their Own Words

“I’ve lived through assessments where the solution was always ‘more and better IT’. Build took a different approach. They encouraged us to get the business processes right—before we invest in technology. They think about information systems from a business perspective, not solely a technology one.” – Chief Strategy Officer

Services Provided

Systems Evaluated

  • Salesforce (multiple instances) (CRM)
  • Blackbaud Luminate Online
  • Blackbaud Raiser’s Edge (CRM)
  • Blackbaud Financial Edge (ERP)
  • Blackbaud GIFTS
  • A wide variety of marketing automation and web content management tools
  • A wide variety of Excel-based tools

Organizational Areas

  • Marketing / Communications
  • Development
  • Accounting
  • Grants
  • Programs
  • Executive Team
  • Management Team

For More Information

Contact us to learn more about how Build’s experience relates to your needs, whether you need a global CRM roadmap, or any of our other services.

Technology Strategy Community FoundationsSystems Replacement for a Global NGO