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Easy. Constructive. Effective.
Alex and the team of EFC have been a tremendous resource in a difficult process: how do you organise all your fundraising information and how do you go about working with a multitude of historic data in a new (and shiny) fundraising CRM.
First, we needed to navigate internal stakeholder restrictions. However, the analysis of existing systems (including our own) was the necessary foundation for a buy-in. Then, a "blank slate" approach was not an option, so we had to review and structure existing data. Finally, we needed to adjust the system to our needs (which is surprisingly easy) and establish policies and processes during the system launch. EFC has been an efficient and friendly partner on this journey!
Carsten Vogel, Development Director
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Frankfurt School of Finance & Management
CRM support and implementation
Higher Education
Business School
project details
The team approached Efficient Fundraising Collective (EFC) to review their fundraising CRM and associated processes following a previous system migration which had resulted in inconsistencies in how data and gifts were recorded.
client outcomes
The school can now manage its valuable relationships in a secure, accessible, systematic way.
The new approach provides valuable certainty and control as the team grows.
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