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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.
Gordon Cox, Director of Development
CLIENT:
SERVICE:
SECTOR:
ORG. TYPE:
University of Bath
Operations health checks and reviews
Higher Education
University
project details
EFC carried out a comprehensive CRM health check, analysing how supporter data, donations and fundraising activity were being recorded within the database. This work identified areas where inconsistent processes and legacy data structures were making it difficult to fully trust reports or gain clear insight into fundraising performance.
client outcomes
A clear, uniform approach was implemented for effective stewardship.
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